Expand Affinity across your teams
A full walkthrough of the AI-first private capital CRM. Watch it on your own time.
Expanding Affinity beyond your initial team gives your firm greater visibility, collaboration, and efficiency, without compromising privacy.
Why expand Affinity?
Unified relationship network
Centralize all interactions, deal flow, and relationship data across teams.
Relationship intelligence
Discover the best introduction paths, strengthen connections, and uncover new opportunities that would otherwise be missed.
Automation of data capture
Log emails and meetings automatically, saving hundreds of hours per user and keeping records accurate.
Data enrichment & integrations
Enriched records with 40+ trusted data sources and integrates seamlessly with your existing stack.
Tailored value across teams
From Investor Relations and Deal Teams to IT and Portfolio Ops,— every group benefits from workflows designed for them.
Stronger ROI
Enable more collaboration, reduce manual work, and make faster decisions.











