AI-first relationship intelligence for private capital.
AI that makes your work (and deals) flow
Your relationship intelligence, everywhere
MCP connects Affinity to Claude, ChatGPT, Copilot and Gemini. Search deals, prep for meetings, and update your CRM from wherever you're already working.
Meeting prep in seconds
Walk into every meeting prepared. Deal history, key contacts, relationship context, and warm intros generated instantly.
Write back to your CRM
Create notes, update fields, add tags, all from your AI tool. Affinity stays current because updates happen where the work happens.
Built for private capital
MCP understands deal stages, relationship strength, fund cycles, and portfolio metrics. Not generic CRM data.
Your data, your control
Enterprise-grade AI with admin controls. MCP respects the same permissions and privacy controls already configured in Affinity. Your data stays yours.

From complete data to complete answers
Eliminate manual data entry
Automate input
Affinity AI creates and updates records based on meeting and email activity.
Enrich contacts
Affinity AI cleans and connects data to the right people and companies.
Attribute opportunities
Affinity AI identifies the person and interaction that started every relationship.

Make intros effortless
Prioritize connections
Affinity AI scores relationships based on historical interactions.
Identify commonalities
Affinity AI finds introductions through overlapping work experience.
Map relationships
Affinity AI ties connections and interactions into a full historical record.

AI-first relationship intelligence, accessible everywhere
Meeting prep in seconds
Get deal history, key contacts, and warm intros before every call. Just ask.
Your relationship data, everywhere
MCP opens Affinity's data to every AI tool your firm runs. Search your pipeline, summarize notes, update deal stages, and set reminders from your AI tools.
A system of action, not just a record
Updates happen where your team works. Create notes, change deal stages, tag companies from your AI tool. Your CRM stays current because the work happens where you already are.

TELUS Global Ventures
How AI is reshaping the future dealmaking
Get Affinity’s perspective on how AI will transform sourcing, diligence, and investment strategies—and why context-rich tools will be in private capital.
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