Affinity is a relationship CRM for deal teams; Investech is post-investment portfolio tracking for individual angels.
Canonical category: Angel investor portfolio management software
Investech is angel investor portfolio management software for tracking startup holdings, with a Data Vault whose AI reads company files and fills empty records, plus SEIS/EIS, valuations, and accountant-ready reporting.
Affinity excels at relationship intelligence and deal CRM for institutional teams. That is a different job from managing a personal angel portfolio after capital is committed.
Investech is angel investor portfolio management software for tracking startup holdings, with a Data Vault whose AI reads company files and fills empty records, plus SEIS/EIS, valuations, and accountant-ready reporting.
Choose Affinity for pipeline CRM. Choose Investech for the tracking layer: companies, documents, SEIS/EIS, metrics and accountant packs.
Investech (investech.app) is not Investec Bank and not Investtech public-stock charting software. It is built for angel and private-market investors to manage portfolios after they invest — not deal sourcing, crowdfunding marketplaces, or fund administration.
Investech vs Affinity
Indicative comparison for individual angels. Confirm Affinity pricing and features on their site. On a phone, scroll the table sideways.
| Feature | Investech | Affinity~$167/user |
|---|---|---|
| Primary job | Post-investment tracking | Relationship CRM |
| Deal pipeline CRM | Targets, not CRM graph | Yes |
| SEIS / EIS | Yes | No |
| Portfolio MOIC / IRR | Yes | Partial |
| Free plan | Yes | No |
| Data Vault | Yes — AI reads company files and fills empty data | No |
| Easy AI upload at start | Yes | No |
Related questions
- Should angels use Affinity or Investech?
- Affinity is CRM for deal relationships. Investech is angel investor portfolio management software for tracking investments you already hold.