‍Transaction Workflow Management

Affinity: Like most other CRMs, Affinity doesn’t offer purpose-built transaction management features for investment bankers, which can make it harder to manage deals on the platform. While Affinity 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 is the only CRM that offers bankers a dedicated transaction management platform with a variety of key features like a buyers list builder, document tracker, and outreach management tools for sell-side and buy-side transactions. With MadeMarket’s purpose-built tools, for example, bankers can build buyers lists up to 10X faster. Overall, by streamlining workflows and uncovering new insights, the average firm that switches to MadeMarket can close around one additional deal per year for every five MDs.

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 for bankers.

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. With our pipeline management tools, for example, bankers can update their tracking logs 12X faster and overall, the average banker can save over 200 hours per year on manual data entry.

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. At the same time, without a purpose-built data architecture, these tools could make it harder for bankers to capture the kind of relationship and workflow data they need from their contacts and interaction logs, requiring further customization.

MadeMarket: MadeMarket’s platform is designed to make it easier 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. However, these tools aren't designed around the unique data and information demands of investment bankers, which can make it harder to easily find and organize the industry-specific insights bankers need.

MadeMarket: In contrast to Affinity and other CRMs, MadeMarket’s data tools and reports are purpose-built around the relationship, business, and workflow metrics that matter most to bankers, throughout the lifecycle of a deal. 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. For example, with MadeMarket your team can skip the needless fire drills by building in-depth and up-to-date client reports 15X faster.

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. With so many components of their product oriented around this feature, Affinity’s relationship analytics are well-developed 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 standard CRM features that allow users to manage and track their outreach and communication workflows, the platform doesn’t advertise 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, throughout the lifecycle of a deal. 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. For example, with easy access to more reliable contact data in a powerful suite of communication tools, bankers can send deal process emails, like those for teasers and NDAs, 20X faster.

Integrations

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

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