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Built for private equity

Move on the deal before it reaches auction

Affinity automatically captures every email and calendar interaction, keeps deal and relationship data clean, and shows your team the fastest path to any target, banker, or intermediary.

 Trusted by leading private capital firms
CASE STUDY
CASE STUDY
CASE STUDY
CASE STUDY
CASE STUDY
CASE STUDY
CASE STUDY

INTRODUCING AFFINITY ASCEND

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.

“We know that when we go into Affinity, the data is automatically there, and it’s a 360 degree view from across our firm and communities. It enables us all to work together as a single cohesive team.”

"Having a well-defined, clean, golden source data set is more important in the age of AI. That's a lot of the benefit we're seeing from Affinity."

“We invest in transformative companies, technologies and entrepreneurs, and Affinity gives us the visibility to translate our network and relationships into investments.”

"Implementation was really easy. We were able to start using the platform straight away."

"It's night and day. We've won deals we wouldn't have won without Affinity."

"Having a well-defined, clean, golden source data set is more important in the age of AI. That's a lot of the benefit we're seeing from Affinity."

STRUCTURAL, NOT STAGE-SPECIFIC

Built for the specifics most CRMs miss

Deal-level privacy

Restrict a deal to a per-deal allow list for MNPI and public-to-private processes. Everyone else sees that a deal exists, nothing else.

Team-based permissions

Silo notes, files, and lists by fund, strategy, or 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.

What firms ask before switching

Affinity's data model, deal-level privacy, and multi-fund permissions are used by PE buyout firms managing everything from single-fund deals to multi-strategy platforms. The workflows are configured differently for PE than VC; the underlying platform is the same one both run on.

Most firms are live in under 60 days. Your network maps automatically within the first 24 hours, and fund-level 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.

Deal-level permissions let you set a per-deal allow list. Everyone outside it sees a masked pipeline entry, not deal detail, so MNPI and public-to-private processes stay compliant without a separate tool.

Put your firm’s network to work