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Introduction

Affinity is a relationship intelligence platform designed for private equity and venture capital firms. It automates data capture and uses AI to help firms source deals, manage relationships, and close deals faster.

Key features:

  • Automated Data Capture: Automatically captures interactions from inboxes and calendars, reducing manual data entry.
  • Relationship Intelligence: Maps your firm's network and uses AI to uncover the warmest paths into relationships and opportunities.
  • Data Enrichment: Enriches CRM records with data from 40+ premium data sources.
  • Deal Management: Provides real-time status and context of every deal.
  • Integrations: Seamlessly integrates with existing processes and tools.
  • APIs: Enables writing integrations between your system of record and any platform.

Use cases:

  • Deal sourcing
  • Deal management
  • Portfolio support
  • Investor relations
  • Fundraising
  • CRM

Latest News

What shipped in July: Ascend, and the infrastructure it runs alongside

What shipped in July: Ascend, and the infrastructure it runs alongside

8/5/2026

# What shipped in July: Ascend, and the infrastructure it runs alongside Published: 2026-07-28T19:27:00.000Z Source: affinity.co (affinity.co) Language: en ## Story What shipped in July: Ascend, and the infrastructure it runs alongside Skip to main content [Home Page](https://www.affinity.co/) ...

Introducing Affinity Ascend

Introducing Affinity Ascend

8/5/2026

# Introducing Affinity Ascend Published: 2026-07-22T12:00:00.000Z Source: affinity.co (affinity.co) Language: en ## Story Introducing Affinity Ascend Skip to main content [Home Page](https://www.affinity.co/) Products Products [AscendAgents that act on your data](https://www.affinity.co/prod...

Affinity Newsroom: Company News & Updates

Affinity Newsroom: Company News & Updates

8/5/2026

Newsroom Skip to main content PRESS & MEDIA RESOURCES # Newsroom ## Press releases ### Affinity Names Sean Kearns as Chief Revenue Officer and Pam Holmberg as Chief People Officer ### Affinity Names Lindsay Bayuk as Chief Marketing Officer ### Affinity Names Rebecca Campbell as Chief Technolo...

Announcing Affinity's new CEO, Ken Fine

Announcing Affinity's new CEO, Ken Fine

8/5/2026

Announcing Affinity's new CEO, Ken Fine Skip to main content # Announcing Affinity's new CEO, Ken Fine Written by Ray Zhou Shubham Goel Ken Fine Last updated May 5, 2026 Share on table of contents Text Link Text Link We are thrilled to welcome Affinity’s new CEO: Ken Fine! Shubham Goel ...

What shipped in June: more Affinity data where your firm already works

What shipped in June: more Affinity data where your firm already works

8/5/2026

What shipped in June: more Affinity data where your firm already works Skip to main content # What shipped in June: more Affinity data where your firm already works Written by Anna Shimoda Last updated June 23, 2026 Share on table of contents Text Link Text Link Private capital firms hold...

Alternatives

  • DealCloud (by Intapp)

    A specialized CRM and deal management platform built specifically for private capital firms, offering direct competition to Affinity.

  • Salesforce CRM

    Offers a highly customizable platform for managing client relationships and sales pipelines, adaptable for private capital deal flow.

  • Navatar

    Provides cloud-based CRM and deal management solutions tailored for private equity, venture capital, and investment banking firms.

  • Dynamo Software

    Offers an integrated platform for alternative investment firms, including robust CRM and deal management functionalities.

  • Satuit Technologies

    Delivers CRM and investor relations solutions specifically designed for asset managers, private equity, and hedge funds.

  • Microsoft Dynamics 365

    A comprehensive business application suite that includes CRM capabilities for sales and relationship management, customizable for financial services.

  • Pipedrive

    A visual sales pipeline management tool that helps teams track deals and manage client interactions efficiently, suitable for deal sourcing.

  • HubSpot CRM

    Provides a user-friendly and scalable CRM platform with tools for sales, marketing, and service, which can be adapted for relationship tracking.

  • RelPro

    Focuses on relationship intelligence and business development, providing insights into professional connections and potential deal opportunities.

  • Grata

    An AI-powered search engine for discovering private companies, directly assisting with the deal sourcing aspect of Affinity's functionality.

FAQ

User Reviews

4.2/5.0
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Click stars to rate

Pricing

Pricing Model: Subscription

Essential

For firms building their network and deal pipeline.

$2,000/user/year
yearly

Scale

For firms scaling dealflow, relationship management, and AI workflows.

$2,300/user/year
yearly

Advanced

For firms going deeper on data enrichment and workflow integrations.

$2,700/user/year
yearly

Enterprise

For established firms with multi-fund complexity and compliance needs.

Custom pricing
yearly

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