We’re excited to announce a new integration between Blueflame AI and Affinity, the relationship intelligence CRM built for private capital firms. This partnership is designed to help investment professionals move faster and make more confident decisions by combining relationship-driven data with intelligent, AI-powered workflows.
Smarter sourcing and execution, together
With this integration, joint Blueflame AI and Affinity users can streamline core workflows and eliminate time-consuming manual steps. Here’s what’s now possible:
- Pull pipeline data from Affinity: Instantly generate a filtered table of active deals tied to a specific investor, including meeting history and opportunity insights.
- Enrich data with internal knowledge: Automatically layer in insights from internal documents and files to create a more complete picture.
- Generate prep and outreach materials: Use Blueflame AI to quickly draft meeting prep notes, follow-up emails, and summaries based on data pulled from Affinity and your firm’s internal sources.
- Ask natural-language questions: Using Blueflame's Global Search, you can use plain language queries and get smart, context-rich answers using Affinity data alongside firm documents and public content.
- Push lists back to Affinity: Create targeted deal prospect lists in Blueflame AI and upload them directly into Affinity, complete with tags, ownership, and reminders.
Built for how investment professionals work
This integration is designed with private capital workflows in mind. By combining Affinity’s relationship intelligence with Blueflame AI’s automation engine, investment teams can spend less time toggling between tools and more time building relationships and closing deals.
Why Affinity?
Affinity automatically captures relationship intelligence from emails, calendars, and other team communications, giving investment professionals a real-time view of their network and deal flow. Key features include:
- Automatic data capture from communications
- Rich firmographic and contact profiles
- Tools for collaborative pipeline management
Interested in seeing how it works? Request a demo to explore how Blueflame AI and Affinity can streamline your sourcing and execution workflows.
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