FPM

An Affinity alternative for funds that trade deals, not just source them

Affinity is relationship intelligence: who knows whom, warmed introductions, sourcing pipelines. If the centre of your workflow is a live deal with a spread and a closing date, you need a different core object.

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Deal-first, not contact-first

FPM's core record is the live situation: offer terms, computed assessment, regulatory risk, documents and sign-offs. Contacts exist to serve the deal, not the other way round.

No per-seat relationship tax

Relationship-graph products price per seat for network analytics an arb desk rarely uses. FPM prices for a research team, not a rolodex.

Your tenant, your data

Positions and research stay inside your Microsoft 365 compliance boundary, in your Azure region, under your identity plane.

The math Affinity does not do

Spread, implied probability, expected value and regulatory timelines are native fields, computed by the platform.

FAQ

Questions we get asked.

We use Affinity for sourcing. Can FPM coexist?

Yes. Some teams keep a sourcing CRM and run live deals in FPM. The integration point is usually the moment a sourced opportunity becomes a live situation.

Does FPM do relationship intelligence?

No. FPM does not mine inboxes for warm paths. It is deal research software; if network analytics is your core need, a relationship platform is the right tool.

DealCloud alternative For hedge funds Merger arbitrage software

Curious whether FPM fits your fund?

Let us walk through your current deal workflow, data sources, and regulatory coverage together, and identify where FPM creates immediate value.