Affinity
Transform your network into actionable insights with smart relationship management
About Affinity
Affinity is a relationship intelligence platform designed for private capital firms. It automatically captures and analyzes data from emails, calendars, and meetings to help you uncover warm introductions, streamline deal sourcing, and make data-driven decisions. With AI-powered automation and deep analytics, Affinity turns your network into a competitive advantage.
Key features
Relationship Intelligence
Gain deep visibility into your network with automated relationship mapping. Affinity identifies key connections across your team, surfaces warm introductions, and helps you leverage your network for deal flow.
Advanced Analytics
Track relationship strength, monitor deal activity, and measure team performance with customizable dashboards. Affinity's analytics provide real-time insights to optimize your pipeline and accelerate decision-making.
Automated Data Entry
Eliminate manual data entry by automatically syncing contact details, meeting notes, and interaction history. Affinity keeps your CRM up-to-date with minimal effort, ensuring accuracy and saving time.
Integration Capabilities
Connect Affinity with your existing tools like Salesforce, Outlook, and Google Calendar. Seamless integrations ensure your relationship data is centralized and actionable across platforms.
User-Friendly Interface
Navigate your network effortlessly with an intuitive dashboard. Affinity's clean design and smart organization make it easy for teams of all sizes to manage relationships without a steep learning curve.
Pricing
Full pricing pageEssential
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
- Deal pipeline management
- Access to Affinity Labs
Scale
For firms scaling their deal flow and relationship management
- Everything in Essential
- MCP server: connect your CRM to Claude, Gemini, Copilot & more
- Deal velocity and conversion analytics
- Chrome and email extensions for deal sourcing
- Enhanced relationship intelligence mapping
Advanced
For firms optimizing investment decisions and portfolio support
- Everything in Scale
- AI-powered meeting intelligence and Notetaker
- Scaled email communication and tracking
- Premium company and people data enrichment
- IP Allowlists for enterprise-grade network security
Enterprise
For established firms managing multiple funds and complex workflows
- Everything in Advanced
- Enterprise-grade SSO
- Custom data governance frameworks
- Full API Suite access for tech stack integration
- Dedicated support and implementation
FAQ
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