Triage new deals 5x faster
A full walkthrough of the AI-first private capital CRM. Watch it on your own time.
Find, manage, and close more investments with relationship intelligence.
- Adopted from day one: Capture every email and meeting with zero logging.
- Data you can trust: Contact and company data that updates itself.
- Your network, working for you: Find the warmest path to any target.
Get there first with the right intro
Affinity tracks banker coverage and inbound signals automatically, parses CIMs the moment they land, and surfaces the fastest warm path into a target before a process reaches auction.
Motive Partners
66%
Focus on the meeting, not the prep
Affinity assembles the management brief, relationship history, and deal context before every meeting, so your team walks in ready instead of building the file themselves.
Bain Capital
“What used to be a 5–10 minute, multi-screen, multi-app workflow after every meeting is now one 30 second natural language request: polished prose, calendar context, and the right entity tags posted directly to Affinity for visibility across my team.”
– Stephen Lanz, Principal
Prioritize the debate
Affinity drafts the IC memo, synthesizes red flags from diligence, and logs every decision, so the committee spends its time debating the deal, not assembling the paperwork behind it.
Armira
“The objective is not to automate investment judgment, but to automate everything surrounding it.”
– Niklas Krusche, Head of Origination & AI
Close your next win
Affinity tracks every stage change and next step automatically, and retains why deals moved or died, so nothing depends on one person's memory.
Seaside Equity
“We’ve won a good amount of deals that we wouldn’t have won if we hadn’t changed over to Affinity.”
– Doug Parker, Head of Origination
Identify problems before the Board does
Affinity tracks portfolio milestones, flags a company that's gone quiet, and surfaces follow-on signals, so problems and opportunities show up between board meetings instead of in them.
Learn more about how top private equity firms build strategic LP relationships
Find the right LPs and exit timing
Affinity maps likely buyers, tracks every LP touchpoint, and flags relationships that need attention, so capital raises and exits run on relationship data instead of guesswork.
Capital Formation
Capital Formation’s M&A advisors, industry experts and broader relationship networks all sit within the same ecosystem, alongside event planning and coordination.
Automated relationship intelligence
AI that powers the core experience
Data enrichment from 40+ sources
