‍Transaction Workflow Management

Affinity: Like most other CRMs, Affinity does not offer dedicated transaction management features for investment bankers. While the platform offers a variety of relationship analysis, contact/company search, and general project management tools that can be used during a transaction, these tools are designed more generally for deal sourcing across a variety of industries.

MadeMarket: MadeMarket offers bankers a dedicated transaction management platform with a variety of key features like a buyers list builder, document tracker, and outreach management tools designed around the distinct workflows and demands of both sell-side and buy-side transactions.

Pipeline Management

Affinity: Like most other CRMs Affinity’s pipeline management features are designed for a wider variety of deal sourcing use-cases outside of investment banking. As helpful as they can be, workspaces and data tools may require various degrees of customization.

MadeMarket: Our platform’s workspaces and data tools are designed around the unique stages and demands of an investment banker’s deal flow. From industry-specific pipeline KPIs to purpose-built dashboards and project management tools, MadeMarket is ready-built for bankers on day one.

Contact Management

Affinity: Connecting with your email and calendar, Affinity is designed to automatically capture contact data to create contact profiles for people and companies in your CRM. While this feature can save teams a number of hours, some users have said it can take a lot more time to clean and correct the captured data.

MadeMarket: MadeMarket’s platform is designed to make it easy for bankers to quickly upload high-quality contact data. On top of a variety of features that automatically capture and update contact information from your email and calendar, our contact data entry features, like our data entry features in general, are ready-built around the relationships and workflows of an investment banker.

Data Analytics and Reports

Affinity: Like many other CRMs, Affinity provides a variety of analytics tools that organize and track most of your CRM’s data, while making a lot of it accessible in the form of sharable reports for client reporting purposes.

MadeMarket: In contrast to other CRMs, MadeMarket’s data tools and reports are purpose-built around the relationship, business, and workflow metrics that matter most to bankers. At the same time, our ready-built tools make it easier for bankers to quickly organize their data into buyers lists, client reports, and more.

Relationship Analytics

Affinity: Like many CRMs, Affinity provides relationship intelligence to help firms analyze their network and contact history, identify the best deal connections, and evaluate relationship strength. Because so much of their product is oriented around this feature, it’s well developed, highly specific, and integrated throughout their platform.

MadeMarket: Similarly, our platform’s Relationship IQ feature is designed to help bankers better understand the strength of their relationships, while producing the best leads for a new opportunity. Like other platforms, our relationship analytics features are built from the analysis of your firm’s contact and communication histories.

External Communication

Affinity: Though Affinity has many of the features in a standard CRM that allow users to manage and track their outreach and communication workflows, the platform does not have as many external communication features built in.

MadeMarket: Our platform comes ready-built with a variety of outreach, marketing, and communication tools for investment bankers. These include an email campaign builder for sourcing and deals, a transaction outreach and documents tracker, and an email integration that automatically updates task and project workspaces in your CRM from within your email.

Integrations

Affinity: Featured integrations include Slack, Microsoft Teams, Dropbox, Google Drive, Mailchimp, Eventbrite, Typeform, Sharepoint, Box, Hubspot, Salesforce, Airtable, Notion, Vestberry, Gatsby.

MadeMarket: Featured integrations include CapLinked, Chrome, Constant Contact, Crunchbase, DealReach, Gmail, MailChimp, Office 365, Outlook, PandaDoc, PitchBook, Salesforce, Sourcescrub, and Zapier.