The agent platform for private capital
Introducing Affinity Ascend
Agents designed by Affinity for private capital, shaped by your firm, from sourcing to exit.
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Across every stage
Sourcing, qualification, IC prep, deal and portfolio monitoring, fundraising, exit. Agents built to handle workflows at every stage of the deal.
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Your firm shapes the workflow
Affinity designs the agents. Your firm sets the rules. No building from scratch, no rigid templates. Agents that work how your team works.
Runs where your team works
Inside Affinity, or through Claude, ChatGPT, and your own tools. Same data, same agents, wherever the work happens.
Ascend turns your system of record into your system of action
Every meeting arrives pre-briefed. Your team arrives prepared.
Deal teams take dozens of meetings a week, each requiring different context. An agent builds a brief before every external meeting, pulling relationship history, deal context, and past interactions across the firm. Your team walks in prepared for every conversation.
Motive Partners
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– Name, Title
After every meeting, your pipeline catches up. You approve.
Your team takes meetings all week. Great notes. But the pipeline still shows last month's status. An agent reads each meeting note and proposes field updates, each grounded in what was discussed. Your team reviews and approves in a few clicks. Your pipeline reflects what actually happened.
Motive Partners
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– Name, Title
Your network is bigger than you think. An agent proves it.
Tell the warm intro agent who you want to reach. It maps your firm's path to the target, surfaces the strongest warm-intro routes through your communication history, and drafts the outreach. It tracks the thread, and if a path goes quiet, it surfaces the next one.
Motive Partners
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– Name, Title
Ask your pipeline a question. Get an answer.
AI Chat gives everyone on your team plain-language access to their pipeline, relationships, and deal data. No filters to build. No records to dig through. Ask what you need to know, get an answer grounded in your CRM, and act in the same conversation.
Motive Partners
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– Name, Title
Ten years of private capital infrastructure. Powering purpose-built agents.
Affinity has automatically captured relationship data for over a decade: 31B+ interactions, 130B+ structured relationships, 177M+ people tracked.
That data isn't just volume, it's a pattern layer: what happens before and after a management presentation, how banker coverage shifts across a deal process, how relationship warmth decays when a champion leaves the firm.
And that data always stays private: Affinity never shares or trains its models on a firm's individual data, only using it in aggregate, anonymized form to sharpen the infrastructure that serves every customer.
Frequently Asked Questions
An agent is software that completes a multi-step task rather than answering a single question. Examples include assembling a brief from several records, reading a document and proposing updates, and tracing a path through a network and drafting outreach. The distinction from a chatbot is that an agent produces work for review instead of a response to read.
No. For a system of record, proposal and approval is the right default. The agent reads the source, identifies what changed, and presents the update for a person to accept or reject. The time saving comes from removing the transcription. Most firms evaluating agents land in the same place.
Ascend covers the meeting lifecycle. The Meeting Prep Agent assembles a brief from CRM and enrichment data beforehand. The Data Update Agent reads the resulting notes and proposes CRM field updates for approval. The Warm Intro Agent maps routes to a named target, drafts outreach, and tracks each thread. AI Chat answers questions against the same data.
Affinity's Meeting Prep Agent pulls relationship history, deal context, and prior interactions from across the firm, combines them with enrichment data on the company, and produces a brief before every external meeting. At BDev Ventures that took preparation down to 20 minutes, which is the difference between reading a brief and building one.
Yes. Ascend agents run inside Affinity or through Claude, ChatGPT, Gemini, Copilot, and a firm's own tools, via Affinity's hosted MCP server. It is the same data and the same agents grounded in the firm's CRM, reached from whichever assistant the team already uses.
Yes. Agents operate within the same permission sets that govern the rest of the CRM, so an agent run by a user on one deal team cannot surface data from another team's restricted deals. Access is logged for audit in the same way direct access is.
Ascend is included at no additional cost from the Scale plan up, along with the hosted MCP server. There is no separate agent licence or per-agent fee. Where agents are used inside an external assistant such as Claude or ChatGPT, that provider bills its own token usage.
Put your firm’s network to work
