built for venture capital

Know the founder before there's a round

Affinity is the AI-first private capital CRM that builds the founder brief, drafts the outreach, and keeps your pipeline current without anyone logging a thing.

Affinity deal flow board view with open opportunities grouped by stage
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One agent platform, every stage of the deal

Affinity Ascend is the agent platform for private capital, designed by Affinity and configured by your firm. It works sourcing through exit, surfacing warm founder intros, prepping meetings, drafting investment memos, and tracking portfolio signals, so your team spends time on judgment, not procedure.

The Deal lifecycle

Every stage has work that doesn’t need an investor
Every stage of a deal carries work that has to happen but doesn’t need an investor to do it: pulling relationship history, drafting briefs, logging why you passed. Affinity takes that off the desk, built specifically for how VC deals move, not adapted from a generic CRM. What’s left is the part that needs a person: the founder conversation, the conviction, the judgment.
Sourcing
Deal qualification
Investment committee
Deal monitoring
Portfolio monitoring
Fundraising & exit
Sourcing

Hit it off with a founder long before they fundraise

Affinity maps who across your firm already knows a founder, flags where the pipeline is thin against your thesis, and preps your list before every trip, so the first conversation happens years ahead of the round.

MassMutual Ventures

5x

faster at discovering and triaging opportunities

133K

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65K

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Deal qualification

Focus on the meeting, not the prep

Affinity assembles the founder brief, relationship history, and your firm's prior read on the company before every meeting, so you walk in ready.

Speedinvest

Meeting prep cut from 10 to 15 minutes down to a two-minute skim

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Investment committee

Deliver the best argument to the partners

Affinity drafts the memo from your notes and diligence, gathers what your firm has picked up on the company, and logs every decision with its reasoning, so your time goes to making the case, not assembling it.

Sapphire Ventures

“The Investment team spends its day-to-day in Affinity and uses the platform in its weekly investment committee meetings to visualize and track deal flow.”

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Deal monitoring

Remember why you passed on the last round

Affinity keeps every stage and next step current, records why you passed, and flags companies that have gone untouched, so a Series B conversation starts with what your firm already learned at seed.

Notion Capital

50%

increase in annual number of companies screened

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Portfolio monitoring

Offer a founder help at the right time

Affinity assembles board prep, shows which founders have gone quiet, surfaces follow-on signals, and routes intro requests through the firm's network, so support reaches a founder before they have to ask.

Pear Ventures

11,467

introduction paths converted for portfolio companies

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Fundraising & exit

Talk with the right LPs pre-fundraise

Affinity logs every LP touchpoint, flags relationships that need attention, and maps likely acquirers and co-investors, so the next raise starts with warm relationships instead of a cold list.

Kapor Capital

“With Affinity, we’ve moved away from legacy systems and become very efficient. We’ve been able to resurface conversations with co-investors, and reestablish those networks again.”

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– Jolynn Vallejo, Chief of Staff

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Built for how VC works

Custom

Institutional memory

An investor leaves and takes their inbox. The founder relationship and the day-one context for whoever replaces them stays.

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Custom

Firm-wide visibility

Scouts, co-investors, and portfolio intro requests, visible across the firm without anyone updating a spreadsheet.

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Custom

Relationship decay alerts

A founder relationship going quiet for six months looks the same as one that never existed, unless something's tracking it.

Custom

Open by default

Everything your firm has captured is queryable from Claude, ChatGPT, or Snowflake. No integration project.

Switching shouldn’t mean starting over

Most firms switch to Affinity because it delivers value in just days, not because they have to build that value themselves first.

Turnkey from day one

Predefined workflows built for how VC firms actually source, track, and close deals, so every user across the firm is ramped in days, not spent manually building simple workflows just to get started.

AI and agents that arrive working

Embedded and tuned for private capital workflows out of the box, not something your team has to prompt-engineer or configure before it's useful.

One onboarding contact, not a rotating handoff

Someone who stays with your firm through the process, so onboarding doesn't turn into the inconsistent, outsourced experience firms complain about elsewhere.

Automatic capture, not manual setup

Activity, relationships, and deal history log themselves the moment email and calendar connect. No deciding whether deals should be lists, records, or custom objects before anyone can use the tool.

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One flexible platform, not a rebuild

APIs, integrations, and AI let Affinity adapt to your firm's process as it evolves, without ever asking your team to rebuild the data model from scratch to get there.

Reports

How hard are your relationships actually working for you?

Affinity’s VC Benchmark Report is unique because it benchmarks firms based on relationships—those proprietary paths to assets, intermediaries, and buyers only your firm possesses. Find out how hard your firm is actually working and how effective your network actually is.

What firms ask before switching

A venture capital CRM is built around relationships and deals while a sales CRM is built around opportunities and quotas. The venture version captures contact activity automatically so investors never log it, holds a company record across years of fund cycles instead of a single quarterly close, and models multi-fund structures and deal-level privacy. General CRMs assume a pipeline that converts in weeks.

Most venture firms track dealflow through a shared pipeline where companies move through sourcing, screening, diligence, and investment committee stages. What separates firms is how the data arrives. While manual entry produces stale pipelines that partners stop trusting, automatic capture of email and calendar activity keeps stage history, last contact, and deal owner current without anyone updating a record.

Warm introductions come from the firm's collective network rather than one partner's contact list. A CRM that maps every email and calendar interaction across the firm can show who already knows a founder, how strong that connection is, and when they last spoke. That turns an introduction from a guess into a specific ask of a specific colleague.

A firm holding LP data and company financials should expect SOC 2 Type II and ISO 27001 certification at minimum, encryption in transit and at rest, and permissions granular enough to restrict access at the user, deal, and fund level. Ask whether those permissions can be configured in-house. Affinity is certified against both standards and configures permissions without a services engagement.

Affinity's AI runs on relationship and deal data your firm has been capturing automatically since day one. It does not rely on manual data entry. The MCP server connects that same data to Claude, ChatGPT, or any other AI tool your team already uses, so outputs are grounded in what actually happened and not whatever someone remembered to log.

Your other CRM probably asked people to manually log activity. That never survives a busy quarter. Affinity captures email and calendar interactions automatically, so the record builds itself whether or not anyone prioritizes CRM updates. Firms like BDev Ventures and FOW Partners run at full team adoption with no mandate in place.

The value is the data layer, not the interface. A DIY stack starts from zero on relationship history. Affinity's MCP server connects private capital data the firm has been capturing for years directly into Claude or ChatGPT, so the tools your team already uses get the deal context they were missing. Unlike a stack of point solutions, Affinity doesn't get harder to maintain every time an API changes or the person who built it moves on.

Affinity models multi-fund structures directly, with permissions set at the user, deal, and fund level so a team working one fund can't see another's pipeline. Firms configure this themselves rather than through consultants. The relationship graph still spans every fund, so a partner sees the firm's full network even where deal visibility is deliberately restricted.

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