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About Affinity
What is Affinity: CRM for Private Capital?
Affinity is an AI-first customer relationship management platform purpose-built for private capital firms—private equity (PE) and venture capital (VC). It automatically captures every email, meeting, and note across your firm, enriches that data with proprietary signals and 40+ sources (including Pitchbook, Preqin, and Grata), and uses relationship intelligence to surface the warmest paths to target companies, LPs, and co-investors. The result: your next deal comes from your existing network, not a broad process.
Who Is It For?
Affinity is designed for PE firms with multi-fund complexity, banker relationship tracking, and long-cycle dealmaking, as well as VC firms managing high-velocity dealflow, founder relationships, and scout/co-investor networks. It is not suited for general B2B sales teams, retail businesses, or non-investment workflows.
Real Use Cases
PE deal teams use Affinity to surface warm introductions to decision-makers at target companies before a process starts, and to automatically track banker and adviser coverage so proprietary flow doesn’t depend on a single person. VC teams organize founder relationships firm-wide, systematize scout and co-investor networks, and get thematic sourcing alerts for companies matching their fund’s thesis—even outside their existing network. Investor relations (IR) teams get the same relationship depth on LPs that deal teams have on targets.
Key features
- Activity Capture — Automatically logs every email, meeting, and calendar interaction across the firm with zero manual entry.
- Relationship Intelligence — Scores relationship strength from a decade of data across 3,300+ private capital firms.
- Purpose-Built AI Agents (Ascend) — Preps meeting briefs, captures conversations, and updates pipeline and CRM data automatically.
- Open Platform — Integrates with Pitchbook, Preqin, Grata, and 40+ other data sources for enrichment.
- Thematic Sourcing — Flags companies that match your investment thesis, even outside your existing network.
SaaSpartout Score
7.1
/10
Editorial score from our review methodology — not user ratings.
Affinity Pricing
Affinity pricing: Custom quote – request a demo. Billing model: Free.
Enterprise Plan
Custom pricing based on team size and modules. Includes full AI agent platform (Affinity Ascend), relationship intelligence, activity capture, open platform integrations, and dedicated support. No free tier or free trial offered. Please request a demo for a personalized quote.
Frequently asked questions
How much does Affinity: CRM for Private Capital cost?
Affinity does not publish standard pricing. You must request a demo to receive a custom quote based on your firm’s team size and required modules. There is no free plan or free trial.
What is Affinity: CRM for Private Capital?
Affinity is an AI-first CRM built for private equity and venture capital firms. It automatically captures every team interaction, enriches data with proprietary signals, and surfaces the strongest relationship paths to close more deals.
Who is Affinity best for?
Affinity is best for PE firms managing multi-fund complexity, banker relationships, and long deal cycles, and for VC firms handling high-volume dealflow, founder relationships, and scout networks. It is not designed for general sales teams or non-investment workflows.
Does Affinity integrate with Pitchbook or Preqin?
Yes. Affinity enriches captured data with 40+ sources, including Pitchbook, Preqin, and Grata, providing deeper context on companies, investors, and LPs.
What are the top alternatives to Affinity?
Common alternatives include DealCloud, Altvia, and Salesloft for private capital. Each has different strengths in deal sourcing, relationship tracking, or workflow automation, so the best fit depends on your firm’s specific needs.
