AI-FIRST PRIVATE CAPITAL CRM
The CRM that acts on your relationships, not just records them
Affinity captures every email, meeting, and calendar interaction automatically, then turns it into the warmest path to your next deal.
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One system, five stages, compounding
Every interaction logged makes the system sharper. Here’s what happens to it, before you ever open a record.
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 CRM that works before you ask it to
Four systems working as one, not four tools bolted together. Explore any of them below.
Every interaction, captured
Every email, meeting, and calendar interaction captured automatically across your firm and enriched from 40+ sources, including Pitchbook, Preqin, and Grata. No manual entry means no one on the deal team polices CRM hygiene.
Your network, visible at last
Discover who at your firm already knows a target's management team or the banker who can open the door, uncover warm paths beyond any one partner's inbox, and see which LPs are already active in a company before you ask.
Purpose-built agents
Agents pull relationship history and deal context into a meeting brief automatically, Notetaker captures the conversation and your pipeline updates itself — all without anyone opening the CRM.
Wherever you work
Affinity connects your relationship data to the tools your team already uses, like Claude, ChatGPT, or Snowflake, through the best MCP in private capital, including direct data shares for the portfolio and LP reporting your fund accounting team already runs.
Built for the people who use it everyday
Partners never have to log in
They get relationship intelligence directly through Claude, ChatGPT, or their inbox. No new habit to build, no new tab to open.
Value reaches the whole team
The associate walks into the meeting with the same relationship history and deal context as the partner, instead of piecing it together beforehand.
Resilient beyond turnover
When a VP leaves and takes an LP relationship with them, the relationship stays in Affinity, not in their inbox.
GETTING STARTED
Onboarding built around how your firm works, not ours
- Align: Goals, workflows, and success criteria set up front
- Sync: Day one, your inboxes are live and value starts
- Migrate: Your data imported, configured to how you work
- Enable: Hands-on training tailored to your deal process
- Sustain: Dedicated support from day one through renewal
Most firms are fully live in 60 days.
What firms ask before switching
Affinity's relationship graph has been compounding since 2014: 500M+ structured relationships across 3,300+ firms, built from 22B+ captured emails and calendar events. A generic CRM starts empty and depends on your team to fill it in by hand.
Most firms could stitch together a CRM, a data enrichment tool, and a few AI assistants themselves. The problem shows up later: someone on your team has to maintain the connections between those tools, and the whole thing breaks when an API changes or the person who built it leaves. Affinity's infrastructure was trained on how private capital works from day one, and it gets sharper over time instead of more expensive to maintain.
Affinity is SOC 2 Type II and ISO 27001 certified, with granular permissions at the deal, fund, and user level.
Most firms are live in under 60 days. Your network maps automatically in the first 24 hours, and your fields migrate to match how your firm already works.
Yes. Affinity handles multi-fund structures, deal-level privacy, and banker relationship tracking for PE, and high-volume, founder-relationship-driven sourcing for VC, without configuration work either way.
Put your firm’s network to work
