Affinity
Affinity is a relationship intelligence platform that uses AI to automate contact management and help dealmakers in investment banking, venture capital, and private equity close more high-value deals.
Visible
Visible is a specialized portfolio management and investor reporting platform that helps founders and investment firms streamline data collection, visualize key performance metrics, and automate stakeholder updates.
Quick Comparison
| Feature | Affinity | Visible |
|---|---|---|
| Website | affinity.co | visible.vc |
| Pricing Model | Subscription | Subscription |
| Starting Price | $99/month | $59/month |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2014 | 2014 |
| Headquarters | San Francisco, USA | Chicago, USA |
Overview
Affinity
Affinity is a relationship intelligence platform designed specifically for dealmakers who rely on deep networks rather than traditional sales funnels. Unlike manual CRMs, it automatically captures your data by syncing with your email and calendar. This means you never have to manually enter a contact or log a meeting again, as the system builds a complete history of every interaction your team has with a prospect or partner.
You can use the platform to map your collective network and identify the warmest paths to an introduction. It calculates relationship strength scores so you know exactly who in your firm has the best connection to a target lead. Whether you are managing a venture capital pipeline or an investment banking mandate, it helps you move faster by putting your firm's hidden network right at your fingertips.
Visible
Visible helps you bridge the communication gap between your company and its stakeholders. Whether you are a founder managing investor updates or a VC firm tracking a diverse portfolio, you can automate the tedious process of data collection and reporting. The platform allows you to create professional, data-driven updates that keep your backers informed and engaged without spending hours in spreadsheets.
You can connect your existing financial and operational tools to pull real-time data into customizable dashboards. This ensures your metrics are always accurate and ready for review. By centralizing your investor communications and portfolio health in one place, you save time on manual entry and focus more on scaling your business or managing your fund effectively.
Overview
Affinity Features
- Automated Data Capture Sync your email and calendar to automatically create contact profiles and log every interaction without any manual data entry.
- Relationship Intelligence View relationship strength scores to see which team member has the strongest connection to a prospect for a warm introduction.
- Pipeline Management Track your deals through customizable stages with automated reminders so no follow-up ever falls through the cracks.
- Affinity Pathfinder Access your CRM data directly within your browser or LinkedIn to see relationship insights while you browse prospect profiles.
- Enriched Firmographics Get instant access to data on millions of companies, including funding history, headcount, and industry categories automatically.
- Advanced Analytics Analyze your deal flow and team performance with visual reports that help you identify bottlenecks in your investment process.
Visible Features
- Automated Data Requests. Send automated requests to portfolio companies to collect KPIs and financial data directly into your centralized dashboard.
- Investor Update Templates. Create beautiful, mobile-responsive updates using pre-built templates that highlight your key wins and monthly metrics.
- Custom Dashboards. Visualize your most important growth metrics with flexible charts and tables that update automatically from your data sources.
- Portfolio Monitoring. Track the health of all your investments in one view to identify top performers and companies needing support.
- Data Integrations. Connect your favorite tools like QuickBooks, Xero, and Salesforce to sync your financial data without manual entry.
- Fundraising CRM. Manage your fundraising pipeline by tracking investor interactions, notes, and document views in a specialized CRM.
Pricing Comparison
Affinity Pricing
- Automated contact and activity capture
- Basic pipeline management
- Relationship strength scores
- Affinity Pathfinder browser extension
- Standard integrations
- Mobile app access
- Everything in Essential, plus:
- Advanced reporting and analytics
- Enhanced data enrichment
- Priority support access
- Custom automated workflows
- Expanded API access limits
Visible Pricing
- Up to 1 user
- Unlimited Investor Updates
- Standard Dashboards
- Core Integrations
- Fundraising CRM access
- Everything in Lite, plus:
- Up to 3 users
- Advanced custom properties
- Segmented update lists
- Priority support
- Custom branding options
Pros & Cons
Affinity
Pros
- Eliminates manual data entry by syncing with email
- Identifies warm introduction paths through relationship scores
- Intuitive interface designed specifically for deal pipelines
- Excellent LinkedIn integration via the Pathfinder extension
- Automatically keeps contact information up to date
Cons
- Higher price point than general-purpose CRMs
- Initial data sync can take time to process
- Limited customization for non-financial use cases
Visible
Pros
- Saves significant time on monthly investor reporting
- Clean and professional presentation for stakeholders
- Easy integration with common accounting software
- Intuitive interface requires very little setup time
Cons
- Advanced portfolio features require higher-tier pricing
- Limited customization for highly complex financial models
- Mobile experience is primarily for viewing updates