THE AI-FIRST PRIVATE CAPITAL CRM
Your next deal is in your network
Introducing Affinity Ascend
Purpose-built agents to support specific private capital workflows. Ascend preps every meeting, captures every conversation, and automatically updates your pipeline and CRM data.
Built for how your firm invests
PE and VC are different. Affinity handles each without additional configuration or customization.
For PE, Affinity handles multi-fund complexity without configuration
Deal-level privacy, banker relationship tracking, and long-cycle dealmaking work the way your firm already operates. Relationship intelligence surfaces warm paths to target company decision-makers before a process starts.
- Banker and adviser coverage tracked automatically, so proprietary flow doesn't depend on one relationship
- Thematic sourcing surfaces targets that match your firm's investment thesis
- IR teams get the same relationship depth on LPs that deal teams get on targets
For VC, Affinity handles high-velocity dealflow without losing the relationship
High-volume dealflow, founder relationships that build over months before a decision, and scout and co-investor networks, systematized so nothing falls through the cracks.
- Founder relationships tracked firm-wide, not just in the partner's inbox who happens to know them
- Scout and co-investor networks organized so warm intros surface automatically
- Thematic sourcing flags companies matching your fund's thesis, even outside your existing network
Every stage makes the next one sharper
01
Capture
Every email, meeting, and note captured automatically across your firm. No manual logging.
02
Enrich
Enriched with Affinity’s proprietary data and 40+ sources, including Pitchbook, Preqin, and Grata.
03
Understand
A decade of data across 3,300+ private capital firms, scoring relationship strength from real interactions.
04
Act
Meeting briefs before every call. Pipeline updates after every meeting. Coverage gaps flagged before the Monday review.
05
Compound
The longer you run on Affinity, the more of your deal flow comes from relationships instead of broad process.
The system of action, every layer connected
Every interaction logged makes the system of record sharper, and the system of action faster. Here’s how it all works together.
Every interaction, captured
Affinity captures every email, meeting, and calendar interaction across your firm automatically. No manual entry, ever.
Your firm's network, visible and actionable
Affinity scores relationship strength from real communication patterns, surfaces the warm path to any decision-maker, and flags what's going quiet before it costs you the deal.
Prep the meeting. Log the update. Stay in the deal.
Agents prep your meetings, capture conversations, and write updates back to your pipeline. Built for private capital’s deal lifecycle, not adapted from sales software.
Affinity shows up where your team works
Affinity connects your relationship data to the AI tools your team already uses, like Claude, ChatGPT, or Snowflake, through the best MCP in private capital.
The deepest relationship graph in private capital
3,300+
private capital firms
25 Billion+
emails & calendar events captured
15 Trillion+
enrichment points
130 Billion+
structured relationships
Put your firm’s network to work
