affinity's Ai
AI that understands private capital, and acts on it
Affinity captures your firm's activity and turns it into relationship and deal intelligence. Ascend agents act on it. Grounded in your data, not generic models.
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Automatic data capture
Affinity logs every email, calendar event, and meeting automatically. No manual entry. Every interaction becomes part of your firm's relationship graph.
Relationship Intelligence
Relationship strength, warm intro paths, and pipeline insights drawn from your firm's captured data. Private capital context your team can search, filter, and act on.
Ascend: agents that do the work
Sourcing, IC prep, deal monitoring, portfolio coverage. Agents work every stage of the investment lifecycle, not a point solution for one meeting.
Affinity Ascend: agents across the investment lifecycle
During sourcing, Ascend surfaces warm intro paths to management teams and flags relationships across your firm. Before IC, it builds the brief: deal history, key contacts, interaction context, and competitive activity. Notetaker captures every meeting. After close, Ascend monitors data quality across your portfolio records, catches coverage gaps, and writes follow-ups so nothing drifts. Agents that work from sourcing through portfolio, not a point solution for one stage.
Built on a decade of private capital context
Affinity understands fund cycles, deal stages, and LP relationships because the data underneath reflects a decade of private capital workflows. Notetaker captures meetings. Enrichment populates records from 40+ sources. Your firm's email and calendar data flows in without manual entry. Your data is never shared or used to train models.
AI in the tools your team already uses
Affinity's MCP server connects your CRM to Claude, ChatGPT, Copilot, and Gemini. Ask about a target and get relationship history, deal context, and warm intro paths from live Affinity data. Search your pipeline, summarize notes, and update deal stages without leaving your AI tool. Updates write back to Affinity, governed by the same permissions as the CRM. A system of action, not just a record.
Capture, understand, act
Most AI sits on generic models that know nothing about private capital. Affinity is different. It captures your firm's interactions, understands what they mean in a deal context, and Ascend acts on them. The intelligence underneath was built for this industry, then tuned to your data. Your data stays in your instance.
Put your firm’s network to work
