Find the plan that fits your deal flow

Affinity is priced for the data behind the product, not just the interface on top of it. Every tier includes automated calendar and email activity capture, relationship intelligence, and the data layer that powers accurate AI answers, capabilities that lighter-weight tools typically don't build into their price at all. Subscriptions also include regular product releases at no additional cost, so new AI capabilities, integrations, and platform updates ship to existing tiers rather than being sold as upgrades, along with security and compliance documentation such as the SOC 2 report and data processing terms, available on request for firms with IT or compliance review requirements.

Affinity offers flexible options that allow users to choose how much of the platform they access. Team-, deal-, and user-level permissions settings also allow users to decide what level of visibility is appropriate to share across the firm.

No. Affinity gives firms control over what gets captured, not an all-or-nothing choice. Admins can set sync policies at the team level, and individual users can manage what's shared from their own inbox and calendar. For firms in regulated or compliance-sensitive environments, this means relationship intelligence builds automatically without exposing communications that shouldn't be firm-wide visible.

Yes, Affinity offers solutions as firms grow or restructure. Talk to your account team about right-sizing options.

Essential is built for firms just building their network and pipeline, with the core Relationship Intelligence and deal management features at the lowest tier. Reach out to sales to talk through what fits your seat count and stage.

Affinity has thousands of customers, from firms of every size and sector, who use the platform to save time, find opportunities, and close deals. For most, one missed connection that costs a deal, or the hours saved each week from automated workflows and activity capture, more than covers the subscription. Invus Opportunities increased opportunity tracking coverage by more than 40% without adding headcount; Motive Partners reviewed 66% more deals in its first year on the platform.

Ascend agents, both in the platform and via MCP, are available to all customers on Scale and up at no additional cost.

Affinity’s AI is embedded throughout the platform, analyzing data, answering questions, and surfacing relationship context through AI Chat, Notetaker, SmartSearch, relationship strength scoring, and more. Ascend goes a step further. Instead of surfacing information for someone to act on, Ascend agents complete the task themselves, updating records, drafting follow-ups, flagging deals that need attention, working in the background rather than waiting to be asked.

AI capabilities and Affinity Labs are included starting at Essential. The hosted MCP server, which connects Affinity to Claude, Gemini, Copilot, and other AI tools, is included from Scale up.

Scale and Advanced include 100K API calls per month; Enterprise includes unlimited calls. If your team is running heavy AI-driven workflows, Enterprise removes that ceiling entirely.

Standard onboarding is included with every subscription. Firms that need additional customization, such as complex data migration or custom field mapping, can add scoped onboarding support; your account team will price that based on what you need.

Switching CRMs has real costs beyond the subscription itself.

Firms typically weigh:
• Downtime migrating data
• Syncing inboxes, calendars, and meeting history
• Rebuilding fields, data labels, and workflows to match how the firm operates
• Training admins and users, plus any onboarding, integration, or consulting fees

Purpose-built CRMs like Affinity work out of the box for private capital firms, so most of these costs shrink or disappear entirely, users see value in days, not months, without needing outside consulting.

Some providers often take up to six months; most firms are fully live on Affinity in 60 days with their entire firm’s network mapped in 24 hours.

Most firms think of migration as a six-month project because that's what it looks like with legacy CRMs. Affinity is built to work out of the box for private capital workflows, so most customers are fully live within 60 days, with white-glove support handling the data import, field mapping, and historical relationship data rather than leaving it to the firm to reconstruct. Nothing gets left behind, and no one starts from a blank system.