affinity's Ai
AI that understands private capital, and acts on it
Affinity captures your firm's activity and turns it into relationship and deal intelligence. Ascend agents act on it. Grounded in your data, not generic models.
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Automatic data capture
Affinity logs every email, calendar event, and meeting automatically. No manual entry. Every interaction becomes part of your firm's relationship graph.
Relationship Intelligence
Relationship strength, warm intro paths, and pipeline insights drawn from your firm's captured data. Private capital context your team can search, filter, and act on.
Ascend: agents that do the work
Sourcing, IC prep, deal monitoring, portfolio coverage. Agents work every stage of the investment lifecycle, not a point solution for one meeting.
Affinity Ascend: agents across the investment lifecycle
During sourcing, Ascend surfaces warm intro paths to management teams and flags relationships across your firm. Before IC, it builds the brief: deal history, key contacts, interaction context, and competitive activity. Notetaker captures every meeting. After close, Ascend monitors data quality across your portfolio records, catches coverage gaps, and writes follow-ups so nothing drifts. Agents that work from sourcing through portfolio, not a point solution for one stage.
Built on a decade of private capital context
Affinity understands fund cycles, deal stages, and LP relationships because the data underneath reflects a decade of private capital workflows. Notetaker captures meetings. Enrichment populates records from 40+ sources. Your firm's email and calendar data flows in without manual entry. Your data is never shared or used to train models.
AI in the tools your team already uses
Affinity's MCP server connects your CRM to Claude, ChatGPT, Copilot, and Gemini. Ask about a target and get relationship history, deal context, and warm intro paths from live Affinity data. Search your pipeline, summarize notes, and update deal stages without leaving your AI tool. Updates write back to Affinity, governed by the same permissions as the CRM. A system of action, not just a record.
Capture, understand, act
Most AI sits on generic models that know nothing about private capital. Affinity is different. It captures your firm's interactions, understands what they mean in a deal context, and Ascend acts on them. The intelligence underneath was built for this industry, then tuned to your data. Your data stays in your instance.
Frequently Asked Questions
Three things worth the name. It scores relationship strength from communication patterns, which no rules engine does well. It extracts structured facts from unstructured sources such as meeting notes and founder updates. And it drafts briefs, follow-ups, and summaries from the firm's own records. Everything else marketed as CRM AI is usually search with a new label.
Whether the AI runs on the firm's own data or on a general model with no access to it, since the two produce very different answers. Whether outputs are reviewable before they change a record. Whether AI features cost extra. And whether the firm's data is used to train models. The answer should be no, in writing.
Affinity uses AI to score relationship strength from communication patterns, extract deal signals and field updates from meeting notes, rank warm introduction paths through the firm's network, and draft briefs and follow-ups. Each output is grounded in the firm's own CRM data rather than a general model's view of the market.
Affinity builds a relationship graph from captured email and calendar activity, then ranks warm introduction paths to a named target by connection strength. Because scoring runs on the firm's own interaction history rather than a generic model, the paths surfaced reflect who the team actually knows, which is what moved founder interactions at Uncork Capital up 45%.
Affinity includes relationship scoring, SmartSearch, and Affinity Labs from the Essential plan. Notetaker, AI Chat, Ascend agents, and the hosted MCP server are included from Scale up. Advanced adds Company Growth Insights and the third-party enrichment the AI draws on. No tier charges a separate add-on fee for AI.
Affinity doesn't publish a time-to-close figure, and the honest gains come earlier in the process. Automatic capture removes logging, agents assemble briefs and draft follow-ups, and deal teams recover 180+ hours per person annually. Most of that time returns to the parts of the job that need judgment.
No. Customer data is not used to train models shared across firms. AI features operate on each firm's own data within its own environment, governed by the same permission sets that control the rest of the CRM. The deployment is isolated per customer, encrypted in transit and at rest, and independently certified.
Put your firm’s network to work
