Affinity is a relationship-intelligence CRM for private capital and M&A teams that centralizes relationship data, automates data capture, and uses AI to surface the best paths to deals.
Founded in 2014 and headquartered in San Francisco, Affinity serves thousands of private capital and corporate dealmaking organizations globally. It centralizes relationship, deal, and portfolio data in a single system, reducing manual data entry and giving teams a unified, analytics-ready view of their networks. Recent Affinity AI capabilities layer generative AI on top, enabling automated meeting summaries, intelligent search across notes and documents, and AI-powered benchmarking across comparable companies, all while maintaining enterprise-grade security and privacy. In additiod, data enrichment from 40+ sources ensures records stay current without manual upkeep
Key Features
Automated data capture and enrichment that syncs email and calendar activity to create and update contact and company profiles with data from dozens of external sources.
Relationship intelligence that scores relationship strength and identifies the best warm paths to founders, executives, LPs, and other stakeholders.
Deal and pipeline management tuned for private capital, with list-based workflows, analytics, and reporting across sourcing, active deals, and portfolio companies.
Affinity AI, including generative AI features that summarize meetings, generate notes and snippets for memos, benchmark similar companies, and expose relationship data into tools like ChatGPT, Claude, and other MCP integrations.
Affinity Alliances and Pathfinder to extend a firm’s network through trusted partners and surface shared connections.
Affinity Meetings to bring relationship context, note-taking, and follow-ups directly into virtual meetings and workflows.
AI Capabilities
Uses Affinity AI to automate data entry and enrichment, score and visualize relationships, surface warm introductions, generate meeting summaries and memo snippets, analyze deals, benchmark companies, and expose relationship intelligence into external AI tools via MCP.
AI-powered relationship scoring and network mapping; auto-enrichment of contact/company records; AI-assisted sourcing to surface target companies; AI Notetaker for meeting summaries; Automation Builder for AI-triggered workflows.
Integrations
Native integrations with email and calendar systems (Google Workspace, Microsoft 365), Salesforce and other systems of record, Zoom via Affinity Meetings, and AI tools via MCP (e.g., ChatGPT, Claude, Copilot, Gemini); API support for custom integrations.
More Information
Founded in 2014 and headquartered in San Francisco, Affinity serves thousands of private capital and corporate dealmaking organizations globally. It centralizes relationship, deal, and portfolio data in a single system, reducing manual data entry and giving teams a unified, analytics-ready view of their networks. Recent Affinity AI capabilities layer generative AI on top, enabling automated meeting summaries, intelligent search across notes and documents, and AI-powered benchmarking across comparable companies, all while maintaining enterprise-grade security and privacy. In additiod, data enrichment from 40+ sources ensures records stay current without manual upkeep
What sets it apart
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Network-centric design
Treats the firm’s collective relationships as the core asset, not just static CRM records.
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High automation
Automatically captures, normalizes, and enriches interaction data to give teams a live picture of their market coverage.
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Private markets specialization
Deep traction and case studies with leading PE and VC firms, reflecting a strong product‑market fit in deal‑driven environments.
Key Facts
- Category
- Deal CRM & Relationship Intelligence
- Founded
- 2014
- Pricing
- Subscription-based SaaS with per-user, per-month pricing tailored for investment and dealmaking teams; Quote-only pricing across Scale, Advanced, and Enterprise tiers.
- Deal Stage
- Strategy
- Target Market
- Asset Managers, Corporate M&A, Private Equity, Venture Capital, Investment Banking
