The agent platform for private capital
Introducing Affinity Ascend
Agents designed by Affinity for private capital, shaped by your firm, from sourcing to exit.
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Across every stage
Sourcing, qualification, IC prep, deal and portfolio monitoring, fundraising, exit. Agents built to handle workflows at every stage of the deal.
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Your firm shapes the workflow
Affinity designs the agents. Your firm sets the rules. No building from scratch, no rigid templates. Agents that work how your team works.
Runs where your team works
Inside Affinity, or through Claude, ChatGPT, and your own tools. Same data, same agents, wherever the work happens.
Ascend turns your system of record into your system of action
Every meeting arrives pre-briefed. Your team arrives prepared.
Deal teams take dozens of meetings a week, each requiring different context. An agent builds a brief before every external meeting, pulling relationship history, deal context, and past interactions across the firm. Your team walks in prepared for every conversation.
After every meeting, your pipeline catches up. You approve.
Your team takes meetings all week. Great notes. But the pipeline still shows last month's status. An agent reads each meeting note and proposes field updates, each grounded in what was discussed. Your team reviews and approves in a few clicks. Your pipeline reflects what actually happened.
Your network is bigger than you think. An agent proves it.
Tell the warm intro agent who you want to reach. It maps your firm's path to the target, surfaces the strongest warm-intro routes through your communication history, and drafts the outreach. It tracks the thread, and if a path goes quiet, it surfaces the next one.
Ask your pipeline a question. Get an answer.
AI Chat gives everyone on your team plain-language access to their pipeline, relationships, and deal data. No filters to build. No records to dig through. Ask what you need to know, get an answer grounded in your CRM, and act in the same conversation.
Ten years of private capital infrastructure. Powering purpose-built agents.
Affinity has automatically captured relationship data for over a decade: 31B+ interactions, 130B+ structured relationships, 177M+ people tracked.
That data isn't just volume, it's a pattern layer: what happens before and after a management presentation, how banker coverage shifts across a deal process, how relationship warmth decays when a champion leaves the firm.
And that data always stays private: Affinity never shares or trains its models on a firm's individual data, only using it in aggregate, anonymized form to sharpen the infrastructure that serves every customer.
Put your firm’s network to work
