Affinity
Affinity is a relationship intelligence platform purpose-built for private capital firms.
Updated October 2026
Overview: What is Affinity?
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.
01
Automated capture of all email and meeting activity
02
AI relationship scoring and network mapping
03
Data enrichment from over 40 external sources
04
Centralized deal pipeline management
05
Firmwide deal data integration and visibility
06
Historical interaction context for every contact
07
Deal velocity and sourcing analytics
08
Chrome and email extensions for in-workflow access
09
API access for custom integrations
10
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 using 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
- Automated activity capture
- Relationship scoring
- Historical interaction context
- Basic deal pipeline
- 40+ data sources
- Email/calendar sync
Scale
$2300.00
- Includes Essential features
- Chrome/email extensions
- Enhanced relationship mapping
- Deal velocity analytics
- Mobile relationship insights
- Improved deal sourcing
Advanced
$2700.00
- Includes Scale features
- AI meeting intelligence
- Scaled email tracking
- AI alternative data
- Premium data enrichment
- Advanced analytics
Enterprise
$contact us
- Includes Advanced features
- Enterprise SSO
- Data access controls
- Custom data governance
- Full API access
- Granular permissions
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 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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