Affinity: CRM for Private Capital

Overview

Affinity is an AI-first CRM purpose-built for private capital firms. It automatically captures every email, meeting, and calendar interaction across the firm, eliminating manual logging, and converts that activity into a living relationship graph.

The platform handles private equity and venture capital differently without extra configuration. For PE it manages multi-fund complexity, banker relationship tracking, and long-cycle dealmaking; for VC it systematizes high-volume dealflow and founder relationships.

How It Works

Affinity captures interactions automatically as they happen across email and calendar, then enriches them with proprietary and third-party data. It scores relationship strength from a decade of interaction history and surfaces the warmest path to any contact, while agents produce meeting briefs before calls and pipeline updates after every meeting. The longer a firm runs on Affinity, the more of its deal flow comes from relationships instead of broad process.

Why Choose This Product

Affinity has captured more than 25 billion emails and calendar events across 3,300+ private capital firms, building a graph of 130 billion structured relationships. Pricing runs per user per year and is billed annually, and every tier includes automatic capture, relationship intelligence, and regular product releases at no extra cost.