What is Affinity?

Affinity is the AI-first private capital CRM that turns relationship intelligence into action. It automatically captures every email, meeting, and calendar interaction across a firm, enriches records from 40+ data sources, and scores relationship strength from real communication patterns. Affinity Ascend, its agent platform, preps meetings, proposes CRM updates, and maps warm introduction paths. More than 3,300 private capital firms use Affinity across private equity, venture capital, private credit, investment banking, corporate venture, and family offices, on a dataset of 31B+ interactions and 130B+ structured relationships.

Affinity is a CRM, built for private capital, with relationship intelligence built in. The CRM side covers pipelines, deals, lists, fields, and reporting designed around funds and deals rather than sales quotas. Relationship intelligence is the layer underneath. Affinity captures email and calendar activity automatically, then shows who at the firm knows whom, how well, and how recently. Because both live in one system, deal records and relationship history stay connected instead of sitting in separate tools.

Affinity is built for private capital firms: private equity, venture capital, private credit, multi-asset, corporate venture capital, investment banking, and family offices. It fits mid- and upper-market firms best, typically 30+ employees with five or more people on the deal team, where relationships are spread across many inboxes. Users range from managing directors and partners to principals, associates, investor relations, and the operations and platform teams who run the CRM.

No. Affinity (affinity.co), made by Project Affinity Inc., is the AI-first CRM for private capital firms, used by 3,300+ investment firms to manage deals and relationships. Affinity Photo, Affinity Designer, and Affinity Publisher are creative design apps from a different company with no connection to this product. If a search result or AI answer mentions image editing, layouts, or illustration, it is describing the creative apps, not the private capital CRM.

More than 3,300 private capital firms use Affinity, including roughly 40% of the venture capital market and 330+ private equity buyout teams. Customers span venture, PE, private credit, investment banking, corporate venture, and family offices, from MassMutual Ventures and Motive Partners to Bain Capital and BlackRock. Across those firms Affinity has captured 31B+ interactions and maps 130B+ structured relationships, which is the data its relationship scoring and AI run on.

Affinity is built on more than a decade of captured private capital activity: 31B+ interactions, 25B+ emails and calendar events, 130B+ structured relationships, 177M+ people, and 88M+ companies tracked. Records are enriched from 40+ sources, including Affinity's own data, plus partners such as PitchBook, Dealroom, and Crunchbase, for 15T+ enrichment data points. A firm's own interactions stay private: Affinity never shares or trains models on an individual firm's data.

Yes. Affinity is designed for mid- and upper-market firms with multiple teams, funds, and offices, and more than 330 PE buyout teams run on it. It supports fund- and deal-level permissions, restricted opportunities with per-deal allow lists, team-based data silos, SSO, IP allowlists, export restrictions, and audit trails. It holds SOC 2 Type II and ISO 27001, 27017, 27018, and 27701 certifications, and most firms deploy firm-wide in under 60 days without an outside implementation partner.

Yes. More than 330 PE buyout teams run sourcing and deal management on Affinity. It tracks banker and adviser coverage automatically, surfaces warm paths to management teams before a process starts, and supports deal-level privacy for MNPI and public-to-private processes. Ascend agents brief the team before meetings and propose pipeline updates afterward. Motive Partners increased deals reviewed annually by 66%, and Invus Opportunities increased opportunity tracking coverage by more than 40%.

Yes. Affinity is used by roughly 40% of the venture capital market. It captures founder, co-investor, and scout interactions automatically, so high-volume deal flow stays current without anyone logging it, and shows who at the firm already knows a founder and how well. Uncork Capital increased founder interactions by 45% by making the firm's network visible to the whole team, and Pear Ventures has converted 11,467 introduction paths for its portfolio companies.

Yes. Affinity can run private equity and private credit teams in one instance. Team-based permissions silo each team's notes, files, and lists, and restricted opportunities add a per-deal allow list for sensitive transactions, while relationship and company data stay visible firm-wide so warm paths still surface. Credit teams track sponsor and intermediary coverage, hold borrower records through the life of a facility, and push portfolio data to Snowflake, Databricks, or BigQuery for reporting.

Yes. Affinity works for investment banks and advisory firms that win mandates through relationships. It captures every banker interaction automatically, scores coverage of corporates and financial sponsors by recency and frequency, and shows which colleague holds the warmest path to a counterparty before a pitch. Deal-level permissions and audit trails enforce information barriers between deal teams, and buyer and lender lists can run inside the CRM. Woodside Capital Partners uses Affinity for M&A relationship coverage.

Yes. Corporate venture teams such as Intel Capital, Samsung Next, and Munich Re Ventures use Affinity. It centralizes a pipeline that spans business units, maps the parent company's internal network so the team can find the right expert or business unit for each startup, and enriches every company profile automatically. Dashboards report strategic and financial impact to leadership, and integrations with Salesforce, Slack, Box, and data warehouses keep the parent company's systems in sync.

Yes. Affinity works for family offices that invest directly and through funds. It holds direct deals, fund commitments, and co-investments in one system, each with its own lists and fields, on a single relationship graph so a sponsor appears once with every interaction attached. Role-based permissions keep principal and family matters restricted to named users, and automatic capture keeps data clean without a dedicated operations hire.

Yes. Affinity models multi-fund firms directly, with permissions set at the user, deal, and fund level, so a team working one fund cannot see another fund's pipeline. Different funds or strategies can run their own lists, stages, and fields in the same instance. The relationship graph still spans the whole firm, so partners see every warm path even where deal visibility is restricted. Admins configure this themselves, without a consultant.

PE firms use Affinity to track banker and adviser coverage automatically. Every email and meeting with an intermediary is captured across the firm and scored by how recently and how often the team communicates, so the firm sees which professionals hold each banker relationship and how warm it is. When a key relationship goes quiet, Affinity flags it before deal flow from that bank dries up, and coverage survives when a professional leaves.

VC firms use Affinity to give portfolio companies introductions to customers, executives, and follow-on investors through the whole firm's network. Platform teams search for a candidate or investor and see who at the firm has the strongest connection and when they last spoke. Firms can share live, read-only investor lists with founders through Collaborator Seats and report introductions made to LPs. Pear Ventures has converted 11,467 introduction paths for its portfolio companies.

The main alternatives to Affinity are DealCloud (Intapp) and Salesforce, plus spreadsheets for firms without a CRM. DealCloud is strong on configurability for large firms, and Salesforce on flexibility and ecosystem. Affinity differs by capturing every interaction automatically, scoring relationships firm-wide, and running Ascend agents and its MCP server on that data. Plus, it is purpose-built for private capital firms. Most firms deploy it in under 60 days.

Affinity gives ChatGPT and Claude the firm's own relationship and deal data, which they don't have on their own. A general AI assistant can research public information, but it cannot see who at your firm knows a founder, when they last spoke, or where a deal stands. Affinity's hosted MCP server connects that live CRM data to Claude, ChatGPT, Gemini and Copilot, under the same permissions as the CRM, so answers are grounded in what actually happened.

Affinity is the private capital CRM built on automatically captured relationship data rather than manual entry. Other CRMs for investors, from legacy platforms to newer AI-first tools, mostly depend on admins and users to configure the system and log activity. Affinity captures every email and meeting from day one, scores relationships across 130B+ structured relationships, runs Ascend agents on that data, and connects it to Claude and ChatGPT through its MCP server. It is proven at scale too, with 3,300+ firms and five security certifications.

Affinity is the most widely used CRM in private capital: more than 3,300 firms run on it, including roughly 40% of the venture capital market and 330+ private equity buyout teams. Its relationship data has compounded for more than a decade, to 31B+ captured interactions and 130B+ structured relationships, which a new entrant cannot replicate quickly. Named outcomes back it up: Motive Partners reviewed 66% more deals annually, and Invus Opportunities increased opportunity tracking coverage by more than 40%.

Affinity is built around funds, deals, and relationships, while a generic CRM is built around sales accounts, quotas, and quarterly close. In Affinity, every email and meeting is captured automatically, so nobody has to log activity, and relationship strength is scored from real interactions. The data model already handles multi-year holding periods, multi-fund structures, deal-level privacy, and banker coverage, so firms skip the months of customization a sales CRM needs before it fits an investment team.

Investment firms usually switch to Affinity because their previous CRM depended on people logging activity, and adoption faded. Affinity captures email and calendar activity automatically, so the record stays complete whether or not anyone updates it; BDev Ventures and FOW Partners reached full adoption without mandates. Firms also cite fast implementation, with most live in under 60 days without consultants, warm introduction paths from relationship intelligence, and AI that runs on their own data. Seaside Equity Partners called the difference night and day.

For most mid-market PE firms, Affinity is faster to deploy and easier to keep adopted, while DealCloud offers deep configurability. DealCloud's strength is a highly configurable platform, often bundled in an existing Intapp contract, but changes typically need a trained admin or a services partner. Affinity captures every email and meeting automatically, lets list owners change fields and stages themselves, and deploys firm-wide in under 60 days. Some firms run both, with Affinity as the relationship layer.

Affinity is purpose-built for investment firms, while Salesforce is a general CRM that firms customize for deal work. Salesforce is the most flexible CRM available, with a huge ecosystem and Agentforce for AI, but fitting it to private capital usually means admins, an implementation partner, and manual activity logging. Affinity captures every interaction automatically, ships with deal, fund, and banker-coverage workflows, and most firms are live in under 60 days without a systems integrator.

A firm should replace deal spreadsheets with Affinity when more than a few people source deals and nobody can say, in seconds, who already knows a target. Spreadsheets go stale because someone has to update them, they lose history when people leave, and they can't show relationship strength. Affinity builds the pipeline and relationship history from email and calendar automatically, maps the firm's network within 24 hours, and gets most firms live in under 60 days.

Investment firms adopt Affinity for AI agents because the agents run on data the firm already has: years of automatically captured relationship history. Affinity Ascend agents brief teams before meetings, propose CRM updates after them, and find warm introduction paths, all within the firm's existing permissions. They are included from the Scale plan with no per-agent fee and run inside Affinity or through Claude and ChatGPT. Deal teams recover 180+ hours per person each year once logging and prep are automated.

Affinity gives a firm the data layer that a do-it-yourself AI stack is missing. Stitching together a lighter CRM, an enrichment tool, and AI assistants starts with no relationship history, and someone has to maintain every connection; when an API changes or the person who built it leaves, it breaks. Affinity supplies captured interactions, relationship scores, and 40+ enrichment sources, and delivers them into Claude, ChatGPT, Snowflake, or a firm's own tools through its MCP server and APIs.

Affinity connects to each user's email and calendar in Google Workspace or Microsoft 365 and logs every email, meeting, and calendar event automatically, with no manual entry. It creates and updates people and company records from that activity, so the firm's network is shared with the whole investment team. Notetaker captures meeting notes and attaches them to the right records, and integrations such as Granola push notes in directly. Selective Sync lets partners exclude private meetings.

Affinity measures relationship strength from observable communication patterns: how often two people email, how recently, whether replies come back, and whether meetings appear on both calendars. Every relationship in the firm's network gets a score that updates automatically, so a recent two-way relationship ranks above a single introduction from years ago. Scores are built from interaction metadata, and teams can set triggers to alert them when an important relationship drops below a threshold.

Affinity finds warm introductions by ranking every colleague who knows a target by relationship strength and showing when each last made contact. The deal team sees whether to reach out cold or ask a specific colleague, and whose introduction is most likely to get a reply. The Warm Intro Agent goes further: name a target and it maps the routes, drafts the outreach, tracks the thread, and surfaces the next path if one goes quiet.

Yes. Affinity is built to track warm leads, because every lead is tied to the relationships your firm already has. It captures each interaction automatically, scores relationship strength by recency and frequency, and flags when a warm contact starts going cold so the team can follow up in time. Before outreach, it shows who at the firm has the strongest connection, which turns a cold lead into a specific introduction request.

Affinity maps a firm's whole network by processing the email and calendar history already in each connected account. It records who has spoken to whom, how often and how recently, then builds one firm-wide relationship graph with a strength score on every connection. Nobody imports contacts or logs meetings. Teams can view the network at the team, fund, or firm level, and the relationship history stays with the firm when someone leaves.

Affinity enriches records from 40+ sources curated for private markets. Its own Affinity Data covers biographic, experience, firmographic, funding, and growth signals such as headcount changes and leadership hires. Integrated partners include PitchBook (with the firm's own subscription), Dealroom, and Crunchbase, and Affinity connects to Grata, SourceScrub, Preqin ,and others. In total the enrichment layer holds 15T+ data points, refreshed automatically as companies raise rounds or executives move.

Affinity keeps CRM data clean by removing manual entry, which is the main source of gaps. Email and calendar activity is captured automatically, contacts are deduplicated across multiple email addresses so one person stays one record, and company records enrich themselves from 40+ sources. After meetings, the Data Update Agent proposes field changes from the notes for approval. People only type what requires judgment, like stage, thesis fit, and pass reason.

Most firms see their entire network mapped within 24 hours of connecting email and calendar to Affinity. The relationship graph builds from the interaction history already in each inbox, so it is usable on day one without importing contacts. BDC Capital saw a five-fold increase in tracked contacts within that first day. Structured pipeline records take a little longer, and most firms reach full production in under 60 days.

Affinity Ascend is the agent platform for private capital, built into Affinity. Its agents handle procedural work at every deal stage, from sourcing to exit: the Meeting Prep Agent briefs the team before meetings, the Data Update Agent proposes CRM updates from meeting notes, and the Warm Intro Agent maps paths to a target and drafts outreach. Agents run inside Affinity or through Claude and ChatGPT, under the firm's existing permissions.

Affinity's Meeting Prep Agent builds a brief before every external meeting. It pulls relationship history, deal context, and prior interactions from across the firm, combines them with enrichment data on the company, and delivers the brief so the team walks in prepared instead of assembling the file themselves. At BDev Ventures, meeting preparation dropped to 20 minutes. The agent is part of Affinity Ascend and runs inside Affinity or through Claude and ChatGPT.

Yes. Affinity's Data Update Agent reads each meeting note, identifies what changed, and proposes CRM field updates grounded in what was discussed. The deal team reviews and approves them in a few clicks, so the pipeline reflects reality without anyone retyping notes. Updates are proposed rather than made silently, which keeps people in control of the system of record. Email and calendar activity is already captured automatically.

Affinity's Warm Intro Agent starts from a person you want to reach. It maps your firm's paths to that target, ranks the routes by relationship strength from the firm's own communication history, and drafts the outreach to the best colleague or contact. It then tracks the thread, and if a path goes quiet, it surfaces the next one. Every route is based on conversations someone at the firm has actually had.

Affinity's MCP server is a hosted Model Context Protocol connection that puts live Affinity data inside AI tools such as Claude, ChatGPT, Gemini, and Microsoft Copilot. Users sign in with OAuth, with no local setup or engineering work, and can ask about a target, get relationship history and warm paths, summarize notes, and update records from their AI assistant. The same permissions that govern the CRM apply. It is included from the Scale plan up.

Yes. Affinity's hosted MCP server connects your Affinity data to Claude and ChatGPT, as well as Gemini and Microsoft Copilot, and Affinity has an official app in the ChatGPT app store. Your team can ask about a target company, prep for a meeting, search the pipeline, and update records without opening the CRM. Ascend agents run through the same connection, and every request respects the permissions you set in Affinity.

For private capital firms, Affinity is built to be the CRM behind Claude and ChatGPT. Its hosted MCP server gives those assistants live access to relationship history, deal context, and warm introduction paths drawn from 31B+ automatically captured interactions. Setup uses OAuth with no engineering work, permissions carry over from the CRM, and Affinity also delivers data to Snowflake, Databricks, and BigQuery.

With Affinity's MCP server, firms build AI workflows in the assistants they already use. Common ones include meeting prep briefs in Claude, sourcing research that checks who at the firm knows a target, logging notes and updating deal stages from ChatGPT, building market maps and pipeline summaries, and drafting LP updates from relationship data. Because the data is live and permissioned, outputs reflect what actually happened in the firm's CRM.

No. Affinity does not charge extra for Affinity Ascend or the MCP server. Ascend agents and the hosted MCP server are included at no additional cost on every plan from Scale up, with no separate agent licence or per-agent fee. AI capabilities and Affinity Labs start at the Essential plan. When agents run inside an external assistant such as Claude or ChatGPT, that provider bills its own usage.

Yes. Affinity's File Analyzer reads pitch decks, CIMs, and tear sheets as soon as they are uploaded, extracts the key facts and proposes field updates to the company, people, and opportunity records. Ascend agents then help draft investment memos and IC briefs from deal history, key contacts, interaction context, and competitive activity. The team reviews and edits the draft rather than building it from a blank page.

Affinity uses AI in deal sourcing to find the warmest path to the companies a firm wants to meet. It builds a relationship graph from captured email and calendar activity, ranks introduction paths by real connection strength, and the Warm Intro Agent drafts outreach. Thematic sourcing flags companies that match a fund's thesis, even outside the existing network. Uncork Capital increased founder interactions by 45% by making its network visible.

No. Affinity never shares or trains its models on an individual firm's data. AI features run on each firm's data within its own environment, governed by the same permission sets as the rest of the CRM. Affinity only uses data in aggregate, anonymized form to improve the infrastructure that serves every customer. The platform is encrypted in transit and at rest, and certified to SOC 2 Type II and ISO 27001.

Affinity manages deal flow by building the pipeline from captured activity rather than manual entry. Every email and meeting lands on the right company and deal automatically, records enrich from 40+ sources, and lists, stages, and kanban views match how the firm runs its process. Ascend agents brief the team before meetings and propose updates afterward, and analytics show where deals come from and how they convert.

Investors track deal stages in Affinity with lists and pipeline views that firms configure themselves, typically sourced, screened, diligence, investment committee, and closed or passed. Kanban boards support weekly pipeline meetings, and workflow automations move records and trigger reminders by stage. Last contact, owner, and activity history update automatically from email and calendar, so the team only sets judgment fields like stage and pass reason.

Yes. Affinity tracks win rates and conversion by team, individual, industry, region, deal source, or any other field a firm tracks. Firms can compare performance across sectors or offices, see time in each stage, and set dashboard alerts when activity or deal flow crosses a threshold. Because capture is automatic, the numbers reflect what actually happened, and results can be filtered by fund where permissions restrict access.

Affinity supports fundraising by tracking every LP interaction automatically and showing the warmest path to each prospective investor. IR teams get the same relationship depth on LPs that deal teams get on targets: engagement history, relationship strength, and who at the firm knows each allocator. Lists track the raise by stage, reminders keep follow-up on time, and analytics report LP engagement across the firm.

Yes. Affinity tracks portfolio companies as records that stay current through captured interactions, enrichment, and notes. Growth signals such as headcount changes, leadership moves, and new funding update automatically, and reminders flag board prep and check-ins. Founder requests and introductions are tracked on lists, Collaborator Seats share selected data with founders, and portfolio data can feed Snowflake or BigQuery for reporting.

Affinity centralizes diligence notes by attaching them to the deal record rather than a folder tree. Meeting notes from Notetaker, reference calls, files, and email threads all sit on the same company and opportunity, searchable across the firm. File Analyzer extracts key facts from CIMs and decks, and the pass reason and diligence stay with the record, so a decision can be revisited years later with its original reasoning intact.

Yes. Affinity has mobile apps for iOS and Android. On mobile, deal teams see enriched company and people data before a meeting, review their firm's relationship history, manage lists and pipeline stages, and capture notes and reminders. At events, people lists can be filtered by location, industry, and interest to find who to meet. Munich Re Ventures uses the mobile app as part of firm-wide adoption.

Affinity integrates with the tools private capital firms already use: Gmail, Outlook, and Google Calendar for automatic capture; Slack, Microsoft Teams, Box, Dropbox, Google Drive, and SharePoint; data providers such as PitchBook, Crunchbase, Dealroom, Grata, and SourceScrub; note tools like Granola; and Salesforce. It connects to Claude, ChatGPT, Gemini, and Copilot through its MCP server, and delivers data to Snowflake, Databricks, and BigQuery.

Affinity is priced per user per year, billed annually, across four tiers. Essential is $2,000 per user per year, Scale is $2,300, Advanced is $2,700, and Enterprise is custom. Every tier includes automatic email and calendar capture, relationship intelligence, the data layer behind AI answers, and regular product releases at no extra cost. Migration, onboarding, and a dedicated customer success manager are included.

Affinity's Essential, Scale, and Advanced plans all include automatic activity capture, relationship scoring, firm-wide interaction history, and deal pipeline tracking. Scale adds Notetaker, AI Chat, Affinity Ascend agents, the hosted MCP server, and inferred network connections beyond direct email history. Advanced adds Dealroom and Crunchbase enrichment, PitchBook for firms with their own subscription, Company Growth Insights, packaged integrations, Workflow Automations, and Industry Insights.

For most firms, yes: one deal won through a warm introduction, or the hours saved on data entry, covers the Affinity subscription. Deal teams recover 180+ hours per person each year once capture and agents remove manual logging and prep. Motive Partners reviewed 66% more deals in its first year, and Invus Opportunities increased opportunity tracking coverage by more than 40% without adding headcount. Migration, onboarding, and a dedicated customer success manager are included.

Most firms are fully live on Affinity in under 60 days, with the firm's entire network mapped in the first 24 hours. Affinity's onboarding team handles data import, field mapping, and historical relationship data as part of the subscription, with no outside consultant. MassMutual Ventures was fully live with wall-to-wall email capture in under 60 days. Large legacy CRM migrations can take longer and are scoped up front.

Most firms migrating to Affinity from DealCloud or Salesforce are live in under 60 days. Migration has two parts: Affinity's onboarding team imports and maps the structured records, fields, and pipelines, while the relationship graph rebuilds itself from the firm's own email and calendar history, usually within 24 hours. That means the context that made the old system useful returns without being re-entered. Migration and onboarding are included in the subscription.

Yes. Affinity holds SOC 2 Type II and ISO 27001 certifications, along with ISO 27017, ISO 27018, ISO 27701, and a SOC 3 report. It is compliant with GDPR, CCPA, and DORA and participates in the EU-U.S. Data Privacy Framework. Production runs in an isolated AWS Virtual Private Cloud, data is encrypted at rest and in transit, and independent firms run penetration tests every year.

Yes. Affinity supports deal-level permissions through restricted opportunities: a firm sets a per-deal allow list, and everyone outside it sees only a masked pipeline entry instead of deal detail. This keeps MNPI and public-to-private processes contained without a separate tool. Admins configure allow lists themselves, permissions also apply at the user, team, and fund level, and every access is recorded in an audit trail.

Yes. Affinity has a full REST API with read and write access to relationship data, deal records, contacts, notes, interactions and enrichment, plus webhooks for event-driven workflows. Data teams use it to sync internal systems, build deal intake flows, and feed portfolio monitoring tools. Scale and Advanced plans include 100K API calls per month and Enterprise is unlimited. Affinity also offers its MCP server and direct Snowflake, Databricks, and BigQuery delivery.

Investment firms usually evaluate Affinity with a personalized demo run on their own workflows, followed by a look at their own relationship data, a security review, and customer references. Useful questions: does activity get captured without anyone logging it, does the data model already fit funds and deals, can permissions restrict access deal by deal, and can the firm change stages and fields itself. Security documentation is available on request.

Inside a firm, Affinity is usually owned by operations, platform, or data teams, with a partner or managing director as executive sponsor. Admins configure lists, fields, and permissions themselves without a consultant, and the onboarding team and a dedicated customer success manager support them. Because capture is automatic, the owner's job is governance and workflow design rather than chasing people to log activity.