Edda or Affinity?

Edda's comprehensive deal flow software features intelligent and robust private equity CRM functionality that simplifies relationship management.  Edda’s private equity CRM software has all the must-have CRM features, like data capture, contact management and relationship insights. Where it really stands out is the ability to communicate directly within the app with LPs, eliminating messy email back-and-forths.

Affinity is first and foremost a CRM for private equity. So it makes sense, then, that the Affinity CRM functionality is one of its strong suits.  The Affinity CRM makes it simple to automatically capture contact information and manage relationships. It’s onboarding process also makes its CRM adoption a relatively smooth process.

If you are looking to manage your dealflow end-to-end in one deal software, then Edda lets you do just that. Edda gives you complete visibility of your deal flow pipeline, from deal origination to deal close. This allows you to optimize your funnel for peak efficiency. You can also seamlessly share deals with partners and advisors inside Edda.

If all you need is the relationship side of dealflow management, then the Affinity app may be a good fit for you. That’s because Affinity’s dealflow management features are mostly in the context of its CRM functionality. This includes email and calendar interactions being automatically imported so that active conversations can be monitored. 

Edda deals software makes deal tracking simple by enabling you to automatically map connections between companies, LPs, and Partners. With this information, you can connect key players and uncover hidden opportunities for intros and investments.

Affinity helps you find opportunities for warm intros by tracking connections between founders, investors and other stakeholders. This makes it easier to make warm intros rather than relying on cold approaches.

Edda takes a complete approach to getting you dealmaking insights and updates that are designed to improve returns. With Edda, no longer do you have to run manual processes to get the insights you need. Instead, Edda lets you instantly calculate company and fund IRR, surface insights with customisable reporting, and automatically calculate your NAV, DPI, TVPI, and more.

Like most of its functionality, Affinity’s dealmaking insights are directly linked to its CRM features. It shows deal information like outreach activity, team makeup and previous funding rounds. If you are looking for high-level, relationship-related deal insights, then the Affinity software can give you this.

To put it simply, managing your portfolio becomes significantly easier and more effective with Edda. The platform’s suite of portfolio management features enable you to access metrics and captables, browse portfolio company news, communicate directly with founders, run side-by-side valuation comparisons, and much more.

As you may have guessed by now, Affinity’s portfolio management capabilities are a sub-feature of the affinity CRM. Basically, the affinity software lets you manage your portfolio from a communication and relationship standpoint, making it easy to contact and record interactions with portfolio companies.

To put it simply, managing your portfolio becomes significantly easier and more effective with Edda. The platform’s suite of portfolio management features enable you to access metrics and captables, browse portfolio company news, communicate directly with founders, run side-by-side valuation comparisons, and much more.

Affinity automates some elements of your workflows related to relationship management, while others will take a little extra human effort. This includes automating contact data capture, importing historical data, and batch manual uploading of events via their data importer tool.

Due diligence can be incredibly time-consuming. Edda makes private equity due diligence and venture capital due diligence more efficient through instantly accessible company metrics, industry data and founder and team insights. This allows you to accurately screen more deals in less time.

Through the Affinity CRM, you can handle the human-side of due diligence. Through company profiles and communication, you’re able to request and consolidate the information you need as part of your due diligence process. 

Edda’s LP Portal is like having a central dealroom for externally managing your deal flow. Built on full transparency, Edda’s LP portal gives your partners unmatched visibility, improves governance, simplifies reporting, and brings communication and form submissions all into one place. 

Affinity doesn’t come with a like-for-like portal functionality. Instead, communication and reporting is managed as part of its CRM platform, and is therefore more dependent on human effort from your team members.