affinity Ai

The right inroads, opportunities, and answers to move your firm forward

From cleanup to connections to insights, Affinity AI turns your deal data into your competitive advantage
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AI that makes your work (and deals) flow

  • Eliminate manual data entry

    Always work from accurate investment-ready data.

  • Focus on connections that count

    Spot the relationships most likely to move a deal forward.

  • Get deal specifics in seconds

    Extract and analyze notes and files instantly.

  • Find the right answer the first time

    Search that returns accurate and intelligent matches.

  • Trust that your data stays protected

    Enterprise-grade AI that honors permissions and never trains on your data.

affinity Ai

From complete data to complete answers

Eliminate manual data entry

  • Automate input

    Affinity AI creates and updates records based on meeting and email activity.

  • Enrich contacts

    Affinity AI cleans and connects data to the right people and companies.

  • Attribute opportunities

    Affinity AI identifies the person and interaction that started every relationship.

Make intros effortless

  • Prioritize connections

    Affinity AI scores relationships based on historical interactions.

  • Identify commonalities

    Affinity AI finds introductions through overlapping work experience.

  • Map relationships

    Affinity AI ties connections and interactions into a full historical record.

Move deals forward, faster

  • Analyze deals

    Affinity AI extracts data and runs analysis across notes, decks, and documents.

  • Compare companies

    Affinity AI generates a market map in one click for faster benchmarking.

  • Capture details

    Affinity AI automates and syncs meeting notes to the right records.

Reduce manual data entry

  • Automate input

    Affinity AI creates and updates records based on meeting and email activity.

  • Enrich contacts

    Affinity AI cleans and connects data to the right people and companies.

  • Attribute opportunities

    Affinity AI identifies the person and interaction that started every relationship.

Make intros effortless

  • Prioritize connections

    Affinity AI scores relationships based on historical interactions.

  • Identify commonalities

    Affinity AI finds introductions through overlapping work experience.

  • Map relationships

    Affinity AI ties connections and interactions into a full historical record.

Move deals forward, faster

  • Analyze deals

    Affinity AI extracts data and runs analysis across notes, decks, and documents.

  • Compare companies

    Affinity AI generates a market map in one click for faster benchmarking.

  • Capture details

    Affinity AI automates and syncs meeting notes to the right records.