Affinity
CRM and relationship intelligence platform for private equity, venture capital, and investment banking teams.
| What is it | CRM and relationship intelligence platform for private equity, venture capital, and investment banking teams. |
|---|---|
| Pricing | Paid |
| Free tier | No |
| Platform | Web Application |
| API | Yes |
| Works with | Claude AI, n8n |
| Best for | Managing investor and portfolio company relationships, Sourcing new deals through team network connections |
| Domain registered | 2010 |
Data updated Aug. 1, 2026
What does Affinity do?
Affinity is a customer relationship management (CRM) platform built specifically for the private capital markets. It helps investment teams at private equity, venture capital, and investment banking firms manage their networks and deal flow. The core idea is that your next deal is likely hidden within your team's existing connections, and Affinity provides the tools to find and act on those opportunities.
The tool works by automatically pulling data from your team's email, calendar, and meetings to build a living, updated picture of every relationship. This eliminates the need for manual data entry. Its standout feature is relationship intelligence, which visually maps who on your team knows key decision-makers at target companies. This makes it easy to identify and request warm introductions. Affinity also uses AI to enrich contact profiles with fresh data and to highlight relevant opportunities buried in communications.
This platform is most valuable for deal-sourcing professionals who spend significant time networking. It turns a scattered collection of contacts and email threads into a structured, searchable database of relationships. Teams can use it to track their entire pipeline, measure sourcing effectiveness, and ensure no potential deal falls through the cracks because a connection was forgotten. The automation of administrative tasks gives analysts and partners more time to focus on evaluating investments and building relationships.
Key features
What makes it stand outWho is Affinity for?
Who benefits most from this toolPricing
Essential
- Automated activity capture across email and calendar
- Relationship scoring and strength indicators
- Complete historical interaction context
- Deal pipeline management
- Access to Affinity Labs
Scale
Everything in Essential, plus:
- MCP server: connect your CRM to Claude, Gemini, Copilot & more
- Deal velocity and conversion analytics
- Chrome and email extensions for deal sourcing
- Enhanced relationship intelligence mapping
Advanced
Everything in Scale, plus:
- AI-powered meeting intelligence and Notetaker
- Scaled email communication and tracking
- Premium company and people data enrichment
- IP Allowlists for enterprise-grade network security
Enterprise
Everything in Advanced, plus:
- Enterprise-grade SSO
- Custom data governance frameworks
- Full API Suite access for tech stack integration
- Dedicated support and implementation
Trust & presence
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