PRIVATE CREDIT
Move on the deal before another lender does
Affinity automatically captures every email and calendar interaction, keeps deal and relationship data clean, and shows your team the fastest path to any borrower, sponsor, or intermediary.
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The agent platform for private capital
A new way of operating across the investment lifecycle: Ascend preps every meeting, captures every conversation, and updates your pipeline in the background, so no one has to open the CRM.
Sourcing
Banker coverage, intro paths, inbound triage
Deal qualification
Meeting prep, relationship history, and the competitive landscape.
Investment committee
IC memos, evidence and red-flag synthesis, decisions logged.
Deal monitoring
Win/loss intel, milestone tracking, and institutional memory.
Portfolio monitoring
Board prep, portfolio signals, and follow-on opportunities.
Fundraising & exit
LP relationships, buyer mapping, banker coverage
"Much of our deal flow and CRM data capture is now automated. We've integrated Affinity with our internal tools, and it has become a central part of our wider AI transition."
Built for the specifics most CRMs miss
Deal-level privacy
Flag a deal restricted and set a per-deal allow list. Everyone outside it sees an accurate pipeline count, not deal detail, keeping MNPI exposure to the deal team you've named.
Team-based permissions
Silo notes, files, and lists by team. The relationship network stays visible everywhere, so coverage never disappears behind a permissions wall.
Open by default
Affinity’s MCP connects to Claude, ChatGPT, and Snowflake without a custom integration project.
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What private credit firms ask
No. Private credit firms often run origination and LP fundraising through the same team, at the same time, a structure PE's single-pipeline model isn't built around. Team-based permissions organize by function. Relationship and company data stay visible firm-wide, so warm paths surface across deal and IR alike.
Most firms are live in under 60 days. Your network maps automatically within the first 24 hours, and team-based permissions are set during onboarding, not bolted on after.
Affinity's MCP connects your pipeline and relationship data to Claude, ChatGPT, and other AI assistants, so your team can ask questions and update records without opening the CRM. It's also how IR teams without a dedicated LP portal build relationship summaries and LP updates today, using the same data the deal team already trusts.
Team-based permissions silo notes, files, and lists by team, so origination and IR aren't working out of each other's records. Relationship and company data stay visible firm-wide, since that's what surfaces who's already talked to whom. For one especially sensitive deal, restricted opportunities adds a per-deal allow list on top, masking details for anyone outside that list. Admins retain visibility by design.
Put your firm’s network to work
