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Find the right plan for your needs
Essential
Smaller team managing network & deals
- Relationship and network management
- Automated contact creation and enrichment
- Activity capture
- Dealflow management
Scale
Larger teams, building and managing multiple funds
- Everything in Essentials
- Simplified sourcing with browser and email addins
- Extended network and contact data
- Dealflow, relationship, and activity analytics
- Mobile relationship intelligence
Enterprise
Multiple teams across funds, multiple funds
- Everything in Advanced
- Secured managed access with SSO
- Team, data, and access permissions
- Data export restrictions
- Integrate with any App or data with unlimited API access
All Features
Affinity offers a range of packages to suit the stage and development of your firm, so you can find, manage, and close more high quality deals.
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
Easily and securely share your talent, investor, and deal lists with collaborators
Help your founders find their next big hire or investor; collaborate on target investment lists and more
- Secure sharing of lists and data with collaborators
- Up-to-date data with no need to resend spreadsheets or links
- Manage access to every shared lists
Help for every deployment
Help for every customer
Every new Affinity customer receives the help and support needed to get their CRM supporting dealflow in as short at time as possible
Customized success programs
We offer customer success programs that match your goals and the complexity of your deployment - from first fund to multi-strategy
Help from us and your peers
Grow your your investments and operating platform with deep expertise from the Affinity Help Center and the Campfire Community