Built for private equity
Move on the deal before it reaches auction
Affinity automatically captures every email and calendar interaction, keeps deal and relationship data clean, and shows your team the fastest path to any target, banker, or intermediary.
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Built for the specifics most CRMs miss
Deal-level privacy
Restrict a deal to a per-deal allow list for MNPI and public-to-private processes. Everyone else sees that a deal exists, nothing else.
Team-based permissions
Silo notes, files, and lists by fund, strategy, or team. The relationship network stays visible everywhere, so coverage never disappears behind a permissions wall.
Open by default
Affinity’s MCP connects to Claude, ChatGPT, and Snowflake without a custom integration project.
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