Your Affinity data, now in AlphaSense: relationship intelligence meets market intelligence

Every investment decision draws on two kinds of knowledge: who your firm knows, and what the market is doing. However, this data rarely lives in the same place. The relationship context sits in your CRM, the market read sits in a research platform, and deal teams spend their days passing context between them.

Starting now, they don't have to. AlphaSense built a native connector that brings your live Affinity relationship and deal data into AlphaSense, alongside its library of 500M+ premium market documents, so a team can research both in a single workflow. It's available today, and it changes what a single query can answer.

Inside the AlphaSense Affinity connector

Ask a question in AlphaSense now, and the answer can reach straight into your live Affinity records. This includes companies, contacts, and opportunities; lists and saved views; and notes, interactions, and relationship signals. It blends that internal context with the outside market in a single response, without any manual exporting or uploading. Instead, queries build responses by drawing from both AlphaSense and Affinity.

The way it's built is what makes that motion trustworthy:

• Native and live, not a copy. Records are pulled at query time, so every answer reflects what's in Affinity at the moment you ask, down to this morning's updates. Your CRM and your research move in lockstep.
• Read-only and permission-aware. The connector reads from Affinity but never writes to it, and users only see the data they're already authorized to see. Nothing changes in your system of record, and nothing leaks across permissions.
• Every answer is cited. Each claim links back to its underlying source. When that source is your CRM, the answer cites your internal Affinity content—shown under a "From Your Internal Content" heading—and links back to the source note. Other results retain the source citation for every reference that AlphaSense is known for. In high stakes decision making, that traceability is what separates an AI answer you can act on from one you can't take into an IC meeting.

Why a market intelligence leader built toward Affinity

There's a reason AlphaSense chose to build a native connection to Affinity, and it speaks to where the industry is heading.

Since everyone can license the same public filings and many of the same feeds, market data alone is not enough. AlphaSense adds a differentiated research layer—premium content, the industry’s largest expert insights library, powerful and fast synthesis of results driven by frontier AI models, and AI-powered output generation—but what no competitor can replicate is your firm's relationship data. Nobody can touch the accumulated record of who you know and the interactions that got you here.

Together, AlphaSense’s market intelligence and your firm’s relationship intelligence are becoming the connective tissue of the modern research stack. They crystalize what the market is saying with the people and relationships that can act on it, turning that proprietary context into your edge. When a platform trusted by nearly every top investment bank builds toward that layer, it's a signal about where the real value sits.

It's also why Affinity has invested in an open platform and built the best MCP in private capital: so your relationship intelligence can travel to wherever the work happens while Affinity stays the system of record underneath it. The AlphaSense connector puts that principle to work. It activates your data across your stack, without ever leaving home.

AlphaSense and Affinity: how they work together across the deal lifecycle

When a workflow touches both market and relationship intelligence, which platform should you use?

It's a natural question for deal teams. AlphaSense and Affinity perform different jobs, and that distinction is what makes them stronger together.

AlphaSense is for sizing a space and pressure-testing an assumption against expert calls, company filings, and other sources, using AI-powered search and output generation to surface and synthesize what matters. It’s where you develop a thesis and validate it against the market. Affinity, on the other hand, is where the relationship and deal work lives: sourcing, warm intros, execution, and portfolio. The connector lets the market side reach into the relationship side at the moments a deal needs both, especially during diligence.

How to use the AlphaSense Affinity connector for due diligence

Picture a team a few weeks into evaluating a target. Inside Affinity they already have the founder conversations, meeting notes, materials captured against the deal, and the relationship history that explains how they got in the room.

Pairing this private context with AlphaSense is what turns it from data into decision-grade signal. From a single query, a team can cross-reference what the founder claimed against expert interviews, broker research, and real-time market signals, among other sources, to stress test assumptions and surface risks and insights. The strong claims get validated, the gaps that need a follow-up surface, and the team walks into a management meeting or IC with a sharper, better-evidenced view.

Every point traces back to its source, whether that's a market filing or a note in Affinity, so the team can defend the conclusion as fast as they reached it. (For a deeper look at how investors are using AI here, see how to use AI for due diligence.)

Your data stays in Affinity: what the connector means for your firm

The payoff lands on the days that matter most, when a fuller picture assembled in minutes instead of hours is worth everything. This could be the morning before an IC meeting, a portfolio review, or a management call. You stop toggling between systems and start every decision with more context.

And here’s what doesn’t change. Your data stays in Affinity as the system of record while the connector reads from it and leaves it in place.

Relationship intelligence and market intelligence have always been two pillars of the decision making process. They're finally starting to work in the same place.

The AlphaSense × Affinity connector is available now. Learn more or get started here.