Introducing Affinity Ascend

Starting today, your investment team can stop building meeting briefs by hand, stop searching through old inboxes to find who holds a relationship, and stop manually updating the CRM after every call.

Affinity Ascend handles that work.

Affinity Ascend is the agent platform for private capital, built directly into Affinity. Each agent automates a specific operational workflow behind a deal: preparing for external meetings, mapping warm introductions, and keeping CRM records current. Each draws directly from your firm's proprietary relationship and deal data. As the core of our AI-first private capital CRM, Ascend translates relationship intelligence into action, helping deal teams move faster.

While Ascend is designed to support the entire investment lifecycle—from sourcing and deal qualification to portfolio monitoring and fundraising—this launch focuses on the critical front-end workflows: sourcing, qualification, and pipeline management.

How the platform works

Affinity Ascend works across three distinct interfaces:

• AI Agents: Automated digital workers. Some run autonomously in the background (like Meeting Prep), while others execute on demand (like Warm Intros).
• AI Chat: A natural language interface inside Affinity that allows you to chat with your data and call agents using plain English.
• MCP Skills: Access Affinity’s relationship and deal data directly inside the external LLMs your team already uses, like Claude or ChatGPT.

"Our investment managers run 15 to 25 external meetings a week. Before Ascend, each meeting took 10 to 15 minutes of prep. Now it's a two-minute skim. Across the firm, that's over 70 hours a week back to the team." — Lukas Huber, Product & Tech Manager, Speedinvest

Meeting prep

The agent that gets you ready for every external meeting.

The scramble before a founder or banker meeting is a familiar tax on a deal team’s time. You’re manually digging through old threads, calendar invites, and historical notes to avoid walking in cold.

Meeting Prep automates this entire process. It monitors your calendar and automatically generates a comprehensive briefing document ahead of every external meeting: synthesizing relationship history, active deal context, past touchpoints, and relevant market news with zero manual prompting.

Meeting Prep makes this level of efficiency the default. From associates to managing partners, anyone taking external meetings has institutional context delivered directly to them on day one.

Warm intros

The agent that maps your firm's best path to any target.

The most reliable way into a high-value target is a warm connection your firm already owns. Warm Intros analyzes your organization’s collective network to surface and rank the strongest introduction paths to any company or executive. Once a path is identified, the agent can draft highly personalized outreach copy on demand directly inside AI Chat.

Warm Intros puts that institutional reach one natural language question away. For firms that compete on proprietary access, this agent immediately changes how you source deals.

Data update

The agent that keeps your pipeline clean.

CRMs go stale because busy deal teams stop updating them. Data Update solves this by reviewing meeting notes and automatically proposing field updates, complete with confidence scores, to reflect what actually happened during a call.

While Affinity’s automatic capture already keeps records cleaner than traditional databases, Data Update takes the next step, turning captured activity into structured data changes that a human can approve with a single click. Nothing updates without your explicit sign-off.

The data layer underneath

Everyone has access to AI models, but very few have the clean, structured data required to make those models accurate. An agent pointed at an empty CRM is forced to guess.

Ascend doesn't guess. Every agent draws on Affinity’s foundational relationship record, built from more than a decade of automatically captured activity across more than 3,300 firms.

A competitor can license the same underlying LLM, but they cannot replicate the decade of private capital data required to make that model understand how deal teams actually work. This depth is what allows Ascend agents to operate based on real institutional history rather than generic templates.

Your CRM, native inside Claude and ChatGPT

Traditional CRMs require your team to leave their workflow to input or retrieve data. Ascend runs where your team already works.

Through the Affinity MCP Server, your firm's proprietary relationship and deal data flows securely and directly into external AI environments. Access runs inside each user's existing permissions—the same data they could already see in Affinity, nothing more—and no query bypasses your firm's controls, on-platform or through the MCP server.

• A partner can ask Claude to map the warmest path to a target company and receive a ranked route drawn from your firm's active network.
• An associate can instantly extract a company's relationship history or construct a market map from your proprietary data without ever leaving ChatGPT.

Five MCP skills are available at launch.

Agent skills bring the on-platform agents into the LLM your team already uses: Meeting Prep generates a brief on demand in Claude or ChatGPT, and Warm Intro finds ranked intro paths and drafts outreach.

Workflow skills are standalone starting points your firm adapts to its own process: Market Map builds a competitive landscape from your firm's data, Data Migration assists with data structuring and import, and Event Setup coordinates event-related contact and activity tracking.

What comes next

This launch represents the foundation of Ascend. We’re starting at the top of the funnel, where transaction velocity is fastest and the time saved compounds most rapidly. Additional agents will roll out across the remaining stages of the deal lifecycle, including qualification, portfolio monitoring, and fundraising.

If you’re an active Affinity customer, you’ll also see a preview of Document Synthesis in the platform. This upcoming feature will monitor inbound email folders for pitch decks, teasers, and CIMs, automatically translating them into structured, actionable CRM data.

The true value of an investment team lies in their judgment and relationships, not their administrative bandwidth. Ascend is built to give you the rest of your day back.

Book a walkthrough to see Ascend running on your firm's data.

Frequently Asked Questions

What is Affinity Ascend?

Affinity Ascend is the agent platform for private capital, built directly into Affinity. Each agent automates a specific workflow behind a deal, from building meeting briefs to mapping intro paths and keeping CRM records current, drawing directly on your firm's secure relationship and deal database.

Which agents are available at launch?

Three agents are live today:

1. Meeting Prep: Automatically generates a comprehensive brief before every external meeting.
2. Warm Intros: Analyzes your firm's collective network to surface and rank introduction paths.
3. Data Update: Proposes CRM field updates based on meeting notes for human approval.

Five new skills are available for MCP:

1. Meeting Prep: Run the agent in Claude or ChatGPT
2. Warm Intro: Run the agent in Claude or ChatGPT
3. Market Map: Build a competitive landscape from your firm's data
4. Data Migration: Assist with data structuring and import
5. Event Setup: Coordinate event-related contact and activity tracking

Do I need to configure anything to use Ascend?

No manual setup is required for the core launch agents. Meeting Prep runs automatically in the background and delivers morning briefs directly to your dashboard, while Warm Intros and Data Update are accessible on demand. The MCP skills serve as a custom-fit starting point that your technical teams can adapt to your firm's proprietary workflows.

Does Affinity Ascend work with Claude and ChatGPT?

Yes. Using the Affinity MCP server, your secure relationship and deal data can be accessed directly inside Claude, ChatGPT, or your own proprietary LLMs, allowing your team to run relationship queries in the tools they already use.

Who has access to Affinity Ascend?

Affinity Ascend is included in Scale, Advanced and Enterprise tiers at no additional cost.

How does Affinity keep our data private and secure?

Acting on your data never means loosening control of it.

• Your firm's data stays siloed to your firm, and Affinity never uses it to train AI models.
• Agents and MCP access run inside each user's existing permissions. Ascend surfaces only what that person could already see in Affinity, and nothing bypasses a permission, on-platform or through the MCP server.
• A person reviews and approves every change before it's written. Nothing moves on its own.
• Enrichment draws on public data only.
• Shared data improves only from validated corrections, while your firm's private records stay private.
• If your firm leaves Affinity, we purge your data.