Affinity
AI-first CRM built for private capital deal teams to manage relationships and dealflow.
Best for
Private equity, VC, and credit firms that need automatic relationship tracking and warm-intro discovery across a large network.
Skip if
You run a general B2B sales team, since Affinity's workflows and pricing are built specifically around private capital dealmaking.
What is Affinity?
Affinity is a relationship intelligence CRM built specifically for private capital firms rather than general sales teams. Instead of relying on manual data entry, it automatically captures emails, meetings, and calendar activity across a firm to build a live map of who knows whom, then scores relationship strength so deal teams can find the warmest path to a decision-maker before reaching out cold. The platform layers AI agents (branded Affinity Ascend) on top of that data to prep for meetings, capture conversation notes, and keep pipeline records current without manual updates, and it enriches contact and company records from 40+ external data sources such as PitchBook and Preqin. Affinity serves private equity, venture capital, private credit, investment banking, and family office teams, with different workflows for high-velocity VC dealflow versus multi-fund PE portfolio tracking.
SpecificationsAI-estimated
Key Features of Affinity
Use Cases for Affinity
Venture capital dealflow tracking
VC teams log inbound and sourced deals, track conviction and diligence status, and see which partners have the warmest relationship with a founder.
Private equity portfolio and LP relationship management
PE firms manage multi-fund complexity, deal-level access controls, and long-term LP and co-investor relationships in one system.
Investment banking origination
Bankers map coverage relationships across sectors and identify who on the team has the strongest connection to a target company.
Family office network mapping
Family offices track advisors, co-investors, and deal sources across a dispersed personal and professional network.
Pros & Cons of Affinity
Pros
- Purpose-built for private capital workflows rather than a generic CRM retrofitted for finance.
- Automatic activity capture removes most manual data entry burden from dealmakers.
- Deep data enrichment from investment-specific sources like PitchBook adds real context to records.
- Relationship scoring makes warm introductions easy to identify across a large network.
Cons
- No public pricing; buyers must go through a sales demo process to get a quote.
- Built specifically for private capital, so it is a poor fit for general B2B sales teams.
- Advanced AI and enrichment features add complexity that smaller firms may not need.
Frequently Asked Questions
Who is Affinity built for?
Affinity is designed for private capital firms including venture capital, private equity, private credit, investment banks, and family offices.
Does Affinity require manual data entry?
No, it automatically captures emails, meetings, and calendar activity to keep relationship and pipeline data current.
What is Affinity Ascend?
Ascend is Affinity's set of purpose-built AI agents that prep for meetings, capture conversations, and update pipeline records automatically.
Is pricing publicly available?
No, Affinity does not publish pricing; prospective customers need to request a demo to get a quote.
Pricing Overview
View full pricing →Detailed plans are not listed. Visit the official website for pricing information.
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