Building tomorrow's Relationship Intelligence: A year of progress and what's next

Over the last twelve months, we’ve enhanced every core workflow: sourcing opportunities, running diligence, raising funds, building LP relationships, and supporting portfolio companies at scale.

‍And we’re not stopping there. At Campfire, we shared the vision for the next generation of Relationship Intelligence and we previewed upcoming updates that will continue accelerating connections and deal flow.

Unapologetically focused on private capital

The next generation of Relationship Intelligence brings together deal data, relationship data, AI, and automations and workflows. This next step for Affinity maps your entire relationship graph across VC, PE, LPs, IBs, and portcos to understand implicit and explicit connections. Enhanced by AI, next gen Relationship Intelligence will help you find the right person, identify the best intro paths, and automate outreach. Next gen Relationship Intelligence is purpose-built to address the unique challenges, workflows, and deal processes in private capital.

Work faster across every workflow

Scattered work slows down collaboration and deal pipelines. This year’s updates deliver faster access and keep your entire firm in sync. 

• Associates can move prospects from their firm’s network into sourcing lists in seconds. 
• Fundraisers can track LP progress through fundraising stages in real time. 
• Partners can open a deal mid-meeting and capture insights instantly.‍
• Mobile users can update lists, notes, and profiles on the go for timely follow-ups.

Key updates

• Transform Lists into your command center
  Calculate fundraising targets with formula fields, instantly copy prospects into multiple lists, track pipelines with enhanced Kanban cards, work faster with 30+ keyboard shortcuts, and automate repeatable tasks across Affinity and Slack.
• Find what you need faster with improved Search
  Preview panels, tabs, and smarter algorithms surface the right records in fewer clicks.
• Capture every deal insight with intuitive notetaking
  The new notetaking sidebar offers rich text formatting and better control over meeting note syncing. These improvements enable Deal Assist's AI to analyze your notes and files more effectively, delivering deeper insights when making deal decisions.‍
• Stay connected with Affinity Mobile
  A redesigned iOS app includes dark mode, push notifications, deep linking, and iPad support, allowing you to access and update deals from anywhere at any time.

COMING SOON: Explore and act on deal data faster with a redesigned List experience

• Cleaner layouts make pipelines easier to read and manage
• Advanced filtering, sorting, and performance updates quickly parse vast amounts of data to find the most relevant deals
• One-click edits and keyboard shortcuts reduce busywork and eliminate spreadsheets
• Centralize all types of artifacts—from files to images—about companies and potential deals

COMING SOON: Add images to notes to centralize all deal data

• Easily add images via drag and drop, a copy and paste shortcut, or direct upload
• Search for images or screenshots just like files and notes

COMING SOON: Easily and securely access Affinity on the go with FaceID and TouchID

COMING SOON: Tailor Affinity to your team’s specific workflows with custom relational and look up fields

Make decisions on trustworthy, investment-ready data

Bad data introduces risk. Incomplete or duplicate data slows diligence and introduces potential error in LP reporting. With enhancements to automatic enrichment and intuitive duplicate management, teams can move faster by building trust in their data.

• Associates can consistently find the right founder profiles during outreach. 
• Deal teams can run diligence on standardized fields without manual verification. 
• Admins can generate accurate reports for LPs based on clean network data. ‍
• Teams catch growth signals early as company profiles update with new headcount and role data.

Key updates

• Easily find contacts with automatically enriched data
  Standardized job functions, expanded LinkedIn profile data, consistent investor names, and millions of updated company descriptions create a stronger foundation for sourcing, diligence, and portfolio tracking. ‍
• Keep your network data clean
  Intelligent duplicate recognition for people and organizations, side-by-side validation, improved identity resolution, bulk merge, and unmerge eliminate hours of manual scrubbing. Cleaner data ensures smarter AI, more accurate relationship mapping, and stronger intro recommendations from your complete network picture.

‍COMING SOON: Find relationships, companies, deals, and notes with AI-powered network intelligence

• Use natural language to ask any question about your network to fill your pipeline, find relevant introductions, and recall past deals—without any manual filtering or list-building.

Embed Relationship Intelligence wherever your team makes decisions

Integrate Affinity data into your team’s workflows and tech stack to improve collaboration and automations across your firm without exposing confidential relationships or deals. 

• Ops teams can sync dashboards automatically and eliminate manual exports. 
• LPs stay up-to-date with real-time data. 
• Analysts can track portfolio metrics programmatically. 
• Admins can model permissions that protect sensitive data while preserving collaboration.

Key updates

• Automate manual tasks with updated APIs
  Convert Slack messages to notes, update list fields in bulk, and sync email and meeting data into dashboards instantly. 
• Protect sensitive information with enterprise-grade controls
  Blocklist sensitive organizations, customize list sharing, revoke access, and set firm-wide defaults, ensuring users only access permitted insights. ‍
• COMING SOON: Control what email, calendar, or interaction data automatically flows into Affinity with selective data sync.‍
• COMING SOON: Pull deal data into Snowflake dashboards to combine with other data sets and perform custom analysis‍
• COMING SOON: Access meeting transcripts in your data warehouse and AI tools with a new Read Transcripts API
  ‍

COMING SOON: Put your relationship data to work with Affinity MCP 

• Seamlessly integrate your pipeline and network data into firm-specific processes without manual workarounds
• Connect Affinity MCP directly into an LLM, bringing relationship CRM data into the AI tools your team already uses
• Pull a company record, get contacts, or retrieve notes to activate relationship data inside your AI workflows

• COMING SOON: Manage and control API usage with a new Manage Apps page that lets you review, edit, and revoke API keys.

Stronger foundations, smarter workflows: The future of private capital technology

Over the past year, we’ve strengthened every core workflow—from sourcing to diligence to fundraising and portfolio management. With Affinity’s relationship intelligence platform, leading private capital firms can:

• Find actionable network connections from clean, enriched data.
• Automate relationship-driven deal workflows with AI.
• Keep deals moving through seamless mobile access and intuitive design.

These foundational improvements enable the next leap forward. Soon, Affinity will power AI-driven breakthroughs across private capital: smarter introductions based on your complete network, instant recall of past deals by using natural language, and automated generation of prospect lists that perfectly match your investment thesis. The workflows we’ve perfected this year become the foundation for tomorrow’s next gen Relationship Intelligence. 

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