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Find the right solution for your investment strategy
Essential
For firms focused on building their network and initial deal pipeline
- 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
Scale
For firms scaling their deal flow and relationship management
- Everything in Essential
- Chrome and email extensions for deal sourcing
- Enhanced relationship intelligence mapping
- Deal velocity and conversion analytics
- Mobile access to relationship insights
Enterprise
For established firms managing multiple funds and complex workflows
- Everything in Advanced
- Enterprise-grade SSO authentication
- Granular data access controls
- Custom data governance frameworks
- Full API access for tech stack integration
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
Advanced
Enterprise
Relationship Management & Intelligence
Relationship Intelligence
Network management
Reminders & actions
Automated Contact, Company & Activity Capture
Email and calendar sync
Automated record creation
Activity capture
Record Data Enrichment
Automatic Affinity Data enrichment of records
Dealflow Management
Unlimited smart lists (people, organizations, opportunities)
Deal pipeline management
Network Extension & Data Sharing
Alliances to extend and share networks
Inferred network connections based on team work history
Productivity Capabilities
Outlook add ins
Pathfinder for Gmail and Chrome add in
Affinity Meetings: relationship intelligence in Zoom meetings
Analyze & Improve Workflows
Reporting and analytics
Mobile Relationship Intelligence
Mobile App
Advanced Data Enrichment
Advanced 3rd party data enrichment
Affinity People & Organizations premium data enrichment
Advanced Productivity Capabilities & AI
Affinity Notetaker. AI call note taking and summarization
Industry Insights providing AI generated alternative company lists
Bulk Email
Packaged Workflow & Technology Integration
Packaged Integrations with popular 3rd party apps
Deploy Securely Across Teams
Enterprise Permissions for Privacy
CRM data export restriction controls
Team Setup & Data Access Permissions
Single Sign On (SSO)
Integrate With Any App
API access
Custom data retention is an available add on for Enterprise plans, connect with Affinity Sales at sales@affinity.co to discuss your account.
Collaborator Seats
Use your network to drive portfolio growth and fundraising success
Securely share relationship intelligence and deal data with portfolio companies, co-investors, and limited partners.
- Granular control over sensitive relationship and deal data
- Real-time data enrichment from 40+ trusted sources
- Permission-based access management for shared lists
Responsive industry experts at every step
Industry experts in your corner
Our implementation team consists of private capital workflow experts who ensure go-live in weeks, not months, with proven best practices from 3,000+ customers.
Enterprise-grade support
Lean on dedicated customer success managers who understand venture capital workflows and can help drive adoption rates above 96% across your firm.
Access collective intelligence
Join a global community of 500+ leading private capital firms sharing best practices, insights, and strategies in Affinity's Campfire community.