By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
PreferencesDenyAccept
Left arrow
Back to Compare Affinity
AFFINITY VS HUBSPOT SALES

Is Affinity or HubSpot right for your team?

Affinity CRM is a HubSpot alternative that delivers relationship insights, deal management, and fully automated data entry.
Request a demo of Affinity

Choosing a CRM for relationship-driven dealmaking

HubSpot is a cloud-based CRM platform designed for sales and marketing automation. Known for its extensive set of email marketing and communication tools and an inbound approach to sales and marketing, HubSpot gives teams the ability to attract visitors, convert leads, and close customers in a single ecosystem. This makes it a powerful platform for tracking and managing traditional sales and marketing funnels for customer-focused industries like retail and SaaS. It also means that HubSpot is designed to do exactly what it says: sell.

In private capital, success is built on relationships, not linear marketing or sales funnels. Whether in venture capital, private equity, or investment banking, firms require platforms that manage complex workflows while uncovering relationship insights, enabling warm introductions, and supporting collaborative dealmaking. While HubSpot’s lead-focused approach serves traditional sales teams well, Affinity is purpose-built for the nuanced demands of relationship-centric workflows. Let’s take a look at how Affinity and HubSpot differ so you can choose the best CRM solution for your needs.

See more alternatives

With Affinity:

Check mark

Discover who matters most, surface meaningful connections, and turn relationship data into a competitive advantage for dealmaking.

Check mark

Access comprehensive data with 40+ industry-leading data sources.

Check mark

Automatically capture key takeaways and full transcripts from every meeting, synced seamlessly to the CRM.

Affinity vs. HubSpot

Single source of truth for your data

Organize and manage records, monitor deal sourcing, and track your team’s most valuable connections in a centralized CRM.

Check mark
Check mark

Native relationship intelligence

Uncover high-impact relationships and gain actionable insights you need to close more deals.

Check mark
X

Automate data capture and enrichment

Instantly surface all historical interactions with people and companies from across your firm for relationship mapping and scoring.

Check mark
X

Private capital data enrichment

Automatically enrich every company and contact profile with a dataset powered by Affinity and 40+ trusted sources, including PitchBook and Dealroom. 

Check mark
X

Scale private capital workflows

Access essential features for private capital at every license tier, ensuring your team has the necessary tools regardless of your team size.

Check mark
X

Keep your team up to date on industry trends

Combine proprietary CRM datasets and external data partners to enrich your records with industry-specific data.

Check mark
X

Highly relevant data for deal sourcing

Discover the right opportunities with key market data and ensure you stay ahead of the competition.

Check mark
X

Purpose-built for private capital

A CRM designed specifically for private capital workflows, giving you the upper hand to manage your entire deal lifecycle with ease.

Check mark
X

Integrate your tech stack with your CRM

Customize your software experience by integrating your most-used tools with your CRM.

Check mark
Check mark

Close deals on the go

Keep your deals in the palm of your hand with mobile apps for both iOS and Android devices with a cloud-based platform.

Check mark
Check mark

Real-time alerts on key relationships

Track deals and monitor your network with real-time alerts on job changes or new investments to stay ahead of the competition.

Check mark
X

Similar companies

Generate lists of comparable companies based on the profile being viewed in the CRM.

Check mark
X

Ease of doing business

Get the most from your CRM with top-rated customer service, trusted by users worldwide.

Check mark
Check mark

Onboarding support

Deploy the entire CRM platform in as little as 72 hours.

Check mark
X

Ease of use

Navigate the CRM and complete tasks using an intuitive interface—no technical support required—at any license tier.

Check mark
X

Security

Receive a dedicated CISO and security team focused on preventing, detecting, and responding to security threats across system operations.

Check mark
Check mark

Compliance

Rely on a system that meets certification against stringent global standards—including ISO 27001, ISO 27018, ISO 27019, ISO 27701, and SOC2 Type 2.

Check mark
Check mark

Constant vulnerability testing

Benefit from proactive CRM security measures that continuously identify and address potential weaknesses, helping safeguard sensitive customer information.

Check mark
Check mark

Frequently Asked Questions

What makes Affinity the best alternative to HubSpot for dealmakers?
Why are private capital firms turning to Affinity’s purpose-built CRM to streamline and optimize their investment workflows?
Where does Affinity’s relationship intelligence come from?
How does Affinity’s artificial intelligence give dealmakers a competitive edge?
How much does Affinity cost?
How do I choose the right CRM for my team?

Why our customers love Affinity

“We're using Affinity, and we have a way better view of our network and of who we know; and what, when, why we know these people, because previously, we didn't. Now, we have a more effective method of engaging with the people we know, and getting productivity out of that.”
Leo Walde
Partner, Armira
Read case study
"Because Affinity is more intuitive [than our old system], you don’t have to go through a big training program. If we wanted to properly scale our old system, it would have taken up to twenty hours of onboarding training for new team members. Now, everyone is able to use Affinity immediately."
Michael Lamm
Co-founder & Managing Partner, CAS
Read case study
"Our clients want to know that we have key access to decision-makers. We’re able to show them this by showing them the core of our CRM system—Affinity. It’s about being honest and truthful—that is what matters to clients."
Mirko Heide
Managing Director, IEG
Read case study
"Investment banking is nothing, if not, a relationship business, and Affinity is now core to our success."
Rudy Burger
Founder and Managing Partner, Woodside Capital Partners
Read case study
“The combination of the CRM value plus a database approach for deal flow management is ultimately why we ended up going with Affinity.”
J. Skyler Fernandes
Founder and General Partner, VU Ventures
Read case study
“What attracted us to Affinity was the fact that they were really focused on Venture Capital customers… this is a CRM for VCs.”
Nolan English
Director of Portfolio Services, SOSV
Read case study
“When founders come to me with requests, I use our network to source solutions. I call Affinity our ‘relationship ChatGPT’ because this is how we keep track of folks in our network.”
Amira Ouji
Senior Director of Portfolio Success, Revolution's Rise of the Rest Fund
Read case study
“Affinity creates visibility across teams, so if an investor chatted with someone […], then folks from our portfolio development team can go into that company's profile in Affinity and see how long the two have been communicating and ask for an introduction. That is the relationship intelligence that we're trying to unlock and super-power within Munich Re Ventures.”
Pedro Carrasco
Senior Operations Manager, Munich Re Ventures
Read case study
“There are a lot of jobs to be done in venture. We’re always sourcing and fundraising, but we're also always looking to be human in those processes, and Affinity helps us do that most effectively.”
Kelly Graziadei
Founder & General Partner, f7 Ventures
Read case study
“We tracked 1,000 companies that turned into nine investments—with Affinity we now understand the characteristics that led to those investments so we can make better investments, faster.”
Amy Francetic
Managing General Partner, Buoyant Ventures
Read case study
“A lot of CRMs provide structured data management, but in the end we had to do the data entry ourselves, and that was a no-go for us. Affinity’s automation and data enrichment meant we could focus on the thing that really matters to us: building relationships, gaining insights, and supporting the portfolio companies.”
Sven Rossmann
Chief Investment Officer, ABACON CAPITAL
Read case study
“We've started to use Affinity Pathfinder on websites and LinkedIn, and it’s very valuable. It's easy for somebody to go to a website and see who we know without having to go to Affinity and look it up.”
Caroline Haun
Operations Director, 8VC
Read case study
"Affinity Alliances truly operationalizes our executive network. I use it every day to better understand the relationships I can leverage across Fidelity."
Alessandro Vigilante
VP Corporate Business Development, Fidelity
Read case study
"We use Affinity to stay on the same page, hold each other accountable. It’s been a game changer for collaboration. "
Jocelyn Goldfein
Managing Director, Zetta Venture Partners
Read case study
"A product that has truly changed the way I work and made me so much more efficient across the team! Amazing and recommend to all! "
Harry Stebbings
Founder, Stride.VC
Read case study
"Affinity has helped us centralize our CRM efforts in the most automated way. By organizing our pipeline, community, to-do’s, and distributing our Alliances to portfolio companies. "
Michael Tam
Partner, Craft Ventures
Read case study
We tried three market-leading CRMs but were never completely happy, and then we found Affinity. It’s genius — intuitive, flexible, super smart. What an effective CRM should be.
Dan Bowyer
Partner & Co-Founder, SuperSeed
Read case study
"Affinity has completely changed the way we do business, we are now far more organized and streamlined. Grouping advisors and target businesses using various filters and automatic logging of contact details, emails and meetings have saved us so much time in an administrative sense. If we ever have a query, Affinity is quick to respond."
Shannon Potts
Marketing and ESG Manager, Pemba Capital Partners
Read case study
"Affinity keeps us organized! It is perfectly tailored to what we need. Cataloging all of our emails and grouping them by an organization made it much easier to track contacts and report on how we’re managing deal flow. "
Adam Struck
Founder and Managing Partner, Struck Capital
Read case study
I built one of the first CRMs — Dynodex — in 1989, I feel like I’ve been waiting for a decent replacement for 30 years, now I’ve found it in Affinity. It automates many of the rote tasks and “digital fork-lifting” of legacy CRMs
Brian Smiga
Partner, Alpha Venture Partners
Read case study
"All our data is now centralized in Affinity, so information is never siloed with a single team member and we all understand the relationships among the entire team’s business network."
Kevin Zhang
Partner, Bain Capital Ventures
Read case study
"We’re really impressed by the speed that the Affinity team operates and the availability of the team. "
Christian Meermann
Founding Partner, Cherry Ventures
Read case study
"Having all the documents and information in one place without having to clamp around on different systems is really valuable. Affinity is a massive time saver and enables us to be super-efficient."
Sam Endacott
Investor, firstminute capital
Read case study
"As an early stage investor, my constant focus is finding new ways to turn my connections into my portfolio’s next hundred opportunities."
Mar Hershenson
Managing Partner, Pear VC
Read case study
"With Affinity, my team and I can track and nurture all of our firm’s most important relationships. In an industry like real estate, Affinity gives us a competitive advantage. "
Roy Hirshland
Vice Chairman, T3 Advisors
Read case study

Interested in learning more?

Reach out to us and get a personalized demo

Talk to Sales