Pricing

Find the right solution for your investment strategy

Essential

For firms focused on building their network and initial deal pipeline

$2,000
user / year
  • Automated activity capture across email and calendar
  • Relationship scoring and strength indicators
  • Complete historical interaction context
  • Basic deal pipeline management
  • 40+ sources of data enrichment
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Scale

For firms scaling their deal flow and relationship management

$2,300
user / year
  • Everything in Essential
  • Chrome and email extensions for deal sourcing
  • Enhanced relationship intelligence mapping
  • Deal velocity and conversion analytics
  • Mobile access to relationship insights
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Enterprise

For established firms managing multiple funds and complex workflows

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  • Everything in Advanced
  • Enterprise-grade SSO authentication
  • Granular data access controls
  • Custom data governance frameworks
  • Full API access for tech stack integration
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All features

Purpose-built solutions to help private capital firms identify and get into the right deals, make better decisions in less time, and effectively raise capital while supporting portfolio companies.

Essentials

Scale

Enterprise

Relationship Management & Intelligence

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Relationship Intelligence

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Network management

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Reminders & actions

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Automated Contact, Company & Activity Capture

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Email and calendar sync

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Automated record creation

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Activity capture

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Record Data Enrichment

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Automatic Affinity Data enrichment of records

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Dealflow Management

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Unlimited smart lists (people, organizations, opportunities)

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Deal pipeline management

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Network Extension & Data Sharing

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Alliances to extend and share networks

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Inferred network connections based on team work history

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Productivity Capabilities

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Outlook add ins

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Pathfinder for Gmail and Chrome add in

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Affinity Meetings: relationship intelligence in Zoom meetings

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Analyze & Improve Workflows

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Reporting and analytics

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Mobile Relationship Intelligence

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Mobile App

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Advanced Data Enrichment

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Advanced 3rd party data enrichment

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Affinity People & Organizations premium data enrichment

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Advanced Productivity Capabilities & AI

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Affinity Notetaker. AI call note taking and summarization

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Industry Insights providing AI generated alternative company lists

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Bulk Email

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Packaged Workflow & Technology Integration

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Packaged Integrations with popular 3rd party apps

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Deploy Securely Across Teams

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Enterprise Permissions for Privacy

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CRM data export restriction controls

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Team Setup & Data Access Permissions

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Single Sign On (SSO)

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Integrate With Any App

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API access

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100K CALLS /MO.
UNLIMITED CALLS

Custom data retention is an available add on for Enterprise plans, connect with Affinity Sales at sales@affinity.co to discuss your account.