Integrations
Connected to the tools your firm already runs
Native integrations and a partner network connect Affinity to the systems your firm relies on. No middleware. No manual work.
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Gmail, Outlook, Slack. Built in.
Relationship context and deal signals surface where your team already works. Every email, meeting, and calendar event is captured automatically, with no manual logging.
Connect your deal infrastructure
Link data providers, portfolio monitoring tools, and reporting systems to Affinity. Deal intake, LP communications, and portfolio tracking flow through one CRM.
Affinity data in your AI tools
Affinity's hosted MCP connects your CRM to Claude, ChatGPT, Gemini, and Copilot. Query deals, prep for meetings, and update your pipeline in your AI tool.
Works where your team works
Affinity's native connections work out of the box with the infrastructure private capital teams run on every day. Email and calendar activity is captured automatically.
Connect the tools that matter
Third-party integrations from Affinity's partner network mean your firm isn't limited to what ships natively.
Bring your AI tools into Affinity
Some firms have infrastructure that requires more than a standard connector. Affinity's team builds bespoke integrations for firms with proprietary data systems,
Airtable
Build workflows without code
Bardeen AI
Automate tasks with AI
Beauhurst
Data on UK and EU companies
Bloks.app
Smarter notes, powered by AI
Blueflame AI
Accelerate decision making
Box
Secure content management
CB Insights
Track startups and trends
Coda
Docs that do more
Constant Contact
Grow with email marketing
Crunchbase
Predictive intelligence on private companies
Dakota
Data for fund distribution teams
Dealroom
Global startups and tech ecosystems data provider
DocuSign
Sign and send instantly
Dropbox
Cloud storage for teams
Eventbrite
Launch and manage your event
Evertrace
Push qualified founder signals to Affinity to keep warm leads top-of-mind and close faster.
Fireflies
AI that remembers your meetings
Gatsby
Effortless event management
Glean
Instantly search, analyze, and use network and deal data
Google Drive
Store and share from anywhere
Granola
Turn notes into insights
Grata
Smarter deal sourcing
Harmonic
Targeted insights for GTM teams
Hubspot
All-in-one growth platform
Inven.ai
AI for actionable insights
Mailchimp
Smarter email and audience tools
MeetGeek
Automatically sync meeting notes, highlights
Membrane
Connect and automate your stack
Merge.dev
One API for every integration
Microsoft Teams
Team chat, meetings, file collaboration
Monday
Plan and manage work visually
Notion
Notes, tasks, wikis—all in one
Outreach
AI-powered sales execution
Pitchbook
Global capital market data and insights
Preqin
Data for alternative assets
Raylu
Streamline and accelerate deal processing
Salesforce
Enhance account data with comprehensive relationship and deal intelligence.
Sharepoint
Document sharing and team sites
Slack
Messaging that moves work forward
Snowflake
Cloud data, faster decisions
SourceScrub
Deal intelligence for investors
Stack Sync
Simple, secure file sharing
Tracxn
Data on Private Market Companies
Typeform
Beautiful, engaging online forms
Vestberry
Analytics for VC & PE
Zams
Automate tasks and workflows across your entire stack
"Implementation was really easy. We were able to start using the platform straight away."
"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."
"It's night and day. We are way more organized when it comes to relationships. We've won a good amount of deals we wouldn't have won if we hadn't changed over to Affinity."
"Venture capital is a craft, and Affinity is one of the tools helping the investment team build this craft better."
Where to next?
The Affinity CRM
Discover the platform that turns your network into a dealmaking machine.
Affinity Analytics for investment banking
Find out how other investment bankers are using Affinity Analytics.
Investment banking deal sourcing guide
Learn how your firm can start finding and winning more high-quality mandates.
How Woodside Capital Partners uses Affinity
See how Woodside Capital Partners streamlines building the right connections for M&A deals.
Put your firm’s network to work
