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All integrations

CRM & deal management

Colabra &
Affinity

Connect to Affinity to link diligence work to your deal flow pipeline.

Read the integration guide

In your workflow

What you can connect

Available on the Enterprise plan.

  • Connect to Affinity
  • Sync deal pipeline
  • Link to opportunities
  • Secure connection

How it fits the deal

From connected files to a reviewable finding

  1. 01

    Choose the evidence

    Select the Affinity records relevant to the deal and the review you want to carry out.

  2. 02

    Review the extracted information

    Inspect the terms, figures, or issue signals alongside their source documents.

  3. 03

    Resolve the open questions

    Turn missing support into a focused request and keep the answer with the issue that raised it.

Start withDeal evidence from Affinity
The review question

Does the evidence support the conclusion?

Inspect the supporting document, identify what remains unresolved, and carry that context into the review output.

Open the workflow guide

Inside the work product

Explore a
diligence review

Browse a sample investment committee memo, the findings behind it, and the requests that move the review forward.

ColabraProject Northbridge

Investment team · Working review

Investment committee memo

Executive view

Resolve the earnings adjustment and currency difference before finalizing the investment case. Keep customer consent visible in the closing discussion.

Matters for attention

01
Earnings adjustment

The adjustment combines remediation with support. Separate ongoing costs before accepting the full add-back.

Management earnings bridge · note 4
02
Currency reconciliation

The stated rate implies $1,296,000, leaving a $24,000 difference to explain.

Revenue schedule · European subsidiary
03
Customer consent

Confirm whether the proposed transaction triggers consent before relying on the contract at close.

Acme customer agreement · §12.3

Evidence reviewed

  • Management earnings bridge
  • Subsidiary revenue schedules
  • Key customer agreements
Prepared for investment review01
Follow the complete workflow

Bring your workflow

Walk through your Affinity setup with us, including the records, access, and review process your team needs.

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