Tools · Affinity

Affinity

AI-powered CRM built for private capital firms.

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Overview

What is Affinity?

Affinity is a relationship intelligence platform purpose-built for private capital firms. It automates interaction capture and enriches data from over 40 sources. Teams use it to source, track, and close investment deals faster.

Affinity functions as a specialized CRM that captures every email, meeting, and contact interaction without manual data entry. The platform uses AI to score relationships and map networks, helping investment professionals identify the strongest paths to new deals. Data enrichment pulls from more than 40 trusted sources to keep records current and complete. Deal pipeline tools provide firmwide visibility into every stage of the investment process. Daily syncs with email and calendar systems ensure activity tracking stays accurate. The platform is designed specifically for private capital workflows and does not target general sales organizations.

Fit

Ideal customer profile.

Private capital firms seeking to accelerate deal sourcing and improve investment decisions through automated relationship tracking.

Mid-market
Enterprise

Capabilities

Key features.

Automated capture of all email and meeting activity

AI-driven relationship scoring and network mapping

Data enrichment from over 40 external sources

Centralized deal pipeline management

Firmwide deal data integration and visibility

Historical interaction context for every contact

Deal velocity and sourcing analytics

Chrome and email extensions for in-workflow access

API access for custom integrations

Enterprise-grade data governance and permissions

Usage

How to use Affinity.

Teams connect their email and calendar accounts to enable automatic activity logging. Users then build and manage deal pipelines within the platform while leveraging relationship scores to prioritize outreach. Analysts and partners can share deal data across the firm to align on investment decisions.

Cost

Pricing.

$2000/ Per seat

Starts at $2,000 per user per year for the Essential plan. No free trial is available.

Essential

$2000.00

Scale

$2300.00

Advanced

$2700.00

Enterprise

$contact us

At a glance

Quick facts.

Stack position: CRM
Category: Data Sources, Sales Tools
Best for: Mid-market, Enterprise
Pricing: From $2000/Per seat

Subcategories

CRMs
Warm Intro

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Questions

Frequently asked.

What is the primary use case for Affinity?

Teams use it to automate activity capture, enrich contact data, and manage deal pipelines. It surfaces relationship insights to help firms find and close deals faster.

How much does Affinity cost?

Annual pricing ranges from $2,000 to $2,700 per user depending on the tier. Enterprise pricing requires contacting the vendor directly.

What makes Affinity different from other CRMs?

It combines automated data capture with AI-powered relationship scoring tailored to private capital workflows. Firms using it report reviewing significantly more deals each year.

How does Affinity capture and use relationship data?

The platform automatically logs emails, meetings, and interactions from connected accounts. It then enriches that data with external sources and uses AI to score relationship strength.

Does Affinity offer a free plan or trial?

No. The platform is paid only, with all plans billed annually per user. There is no free trial available.

Who uses Affinity?

Leading private capital and investment firms use the platform to manage deal flow. It integrates with common tools in the investment tech stack.

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