Affinity is unclaimed —

Affinity

Your next deal is in your network·affinity.co

Affinity is an AI-first CRM built specifically for private capital firms, including private equity, venture capital, private credit, and other dealmaking teams. It automatically captures email, calendar, and meeting interactions to build relationship intelligence, scoring relationship strength and surfacing warm introduction paths to decision-makers. Its agent platform, Affinity Ascend, handles procedural deal-stage work such as meeting prep, note-taking, and pipeline updates. The platform also provides data enrichment, reporting and analytics, and an open API/MCP layer connecting to tools like Claude and ChatGPT.

What it's for

Deal sourcing and banker/adviser coverage trackingDeal qualification and meeting prepInvestment committee memo preparation and decision loggingDeal monitoring and win/loss intelligencePortfolio monitoring and board prepFundraising and exit relationship/buyer mappingWarm introduction path discoveryAutomated pipeline updates from meeting notes

Features 19

Affinity Ascend agent platform for deal-stage automation
AI Chat for conversational pipeline/network queries
Automatic activity capture across email and calendar
Company Growth Insights (headcount and leadership signals)
Custom dashboards and reporting/analytics
Data enrichment from PitchBook, Preqin, Grata, Dealroom, and Crunchbase
Deal pipeline and opportunity tracking
Enterprise SSO
Fund-level permissions
Hosted MCP server for use with AI tools
Industry Insights for thematic sourcing
IP Allowlists and export restrictions
LinkedIn Importer
Mobile app
Notetaker for automatic meeting capture and follow-up
Relationship strength scoring
REST API (v2) for integrations
Warm intro path mapping
Workflow Automations

At a glance

API

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android

Forprivate equity firms, venture capital firms, private credit firms, corporate venture capital teams, family offices, investment banking teams, asset managers, deal execution teams

CompanyAffinity

Integrations

PitchBookPreqinGrataDealroomCrunchbaseSlackSalesforceBoxSnowflakeDatabricksBigQueryClaudeChatGPTGeminiCopilotGmailOutlookZoomMicrosoft TeamsLinkedIn

Complianceself-reported

SOC 2SOC 2 Type IIISO 27001GDPRDPFISO 27017ISO 27018ISO 27701DORACCPA

Resources

Pricing

Listed prices are stated per user per year, but every plan (including Essential, Scale, and Advanced) requires contacting sales to purchase. Enterprise pricing is custom and not publicly listed.

Essential$166.67/user/mo · billed annually

Contact sales required to purchase

Priced per user per year

Scale$191.67/user/mo · billed annually

Contact sales required to purchase; Collaborator/headless sync-only seats available as add-ons

API access capped at 100k calls/mo

Advanced$225/user/mo · billed annually

Contact sales required to purchase; Collaborator/headless sync-only seats available as add-ons

API access capped at 100k calls/mo

EnterpriseQuote

Custom pricing; contact sales

Unlimited API access, no monthly call limits