Affinity CRM

The relationship intelligence CRM for dealmakers

Use your relationships to find, manage, and close more deals.
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The CRM designed for private capital dealmaking

The Affinity CRM brings together relationship intelligence, deal sourcing, dealflow management, and analytics that integrate directly with how you work. Affinity automatically captures and manages your network across founders, investors, and others who can get you that warm introduction while giving you the data to source your next deal.

Relationship insights that drive deals

Affinity automatically captures relationship insights, enabling you to manage your network directly in your CRM. This provides the warmest and fastest path to the person who can help you find, manage, and close high quality deals.

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Escape from CRM data drudgery

Save 200+ hours of manual data entry and updates per year. Every person or company you interact with automatically creates a CRM record that is enriched with the data you need to build deals. All interactions are captured, giving everyone the visibility to quickly and confidently move deals forward.

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Manage your deals with ease

Track your dealflow and opportunity updates where you work, and manage your Monday morning meeting with ease. With Affinity you can take immediate action to keep deals moving forward in your CRM, when researching startups in your browser, and while working in your email.

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Deal and Relationship Intelligence Wherever You Are

Affinity mobile enables you to build your network, drive deals forward, and collaborate—from anywhere.

Giving dealmakers 100s of hours back to focus on investing

No dealmaker should have to spend half their week creating contacts in a CRM or manually entering data into a deal targeting sheet. Affinity automates these processes, enabling investors to focus on deal sourcing, moving their deals forward, and working with founders.

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Why our customers love Affinity

"Affinity has helped us centralize our CRM efforts in the most automated way. By organizing our pipeline, community, to-do’s, and distributing our Alliances to portfolio companies. "
Michael Tam
Partner, Craft Ventures
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We tried three market-leading CRMs but were never completely happy, and then we found Affinity. It’s genius — intuitive, flexible, super smart. What an effective CRM should be.
Dan Bowyer
Partner & Co-Founder, SuperSeed
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"With Affinity, my team and I can track and nurture all of our firm’s most important relationships. In an industry like real estate, Affinity gives us a competitive advantage. "
Roy Hirshland
Vice Chairman, T3 Advisors
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"Affinity has become a daily tool that is ingrained in our workflow. I get a richness of data that didn’t exist before. It enables us to be able to move fast in the same direction without stepping over each other. "
Burke Davis
Partner, Sorenson Capital
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"As an early stage investor, my constant focus is finding new ways to turn my connections into my portfolio’s next hundred opportunities."
Mar Hershenson
Managing Partner, Pear VC
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"The integration of email and calendar data streamlines our workflow and saves us a ton of time every day. "
Carlo Egle
Investment Manager, Redalpine Venture Partners
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"Having all the documents and information in one place without having to clamp around on different systems is really valuable. Affinity is a massive time saver and enables us to be super-efficient."
Sam Endacott
Investor, firstminute capital
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I built one of the first CRMs — Dynodex — in 1989, I feel like I’ve been waiting for a decent replacement for 30 years, now I’ve found it in Affinity. It automates many of the rote tasks and “digital fork-lifting” of legacy CRMs
Brian Smiga
Partner, Alpha Venture Partners
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"Affinity takes all the best parts of RelateIQ and significantly improves on them. For us, it’s the perfect blend of great product design, feature-richness, and workflow integration. Highly recommend it for people who have to manage many relations and pipelines. "
Ben Blumenrose
Co-Director, Designer Fund
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"Look, you do not know what it takes to integrate Salesforce, don’t go there! Your entire team is incredible; our entire team loves Affinity and is so happy. "
Susan Su
Head of Portfolio, Sound Ventures
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"Affinity keeps us organized! It is perfectly tailored to what we need. Cataloging all of our emails and grouping them by an organization made it much easier to track contacts and report on how we’re managing deal flow. "
Adam Struck
Founder and Managing Partner, Struck Capital
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"As a Venture Capital fund of fund and secondaries investor, Affinity has helped our team manage our network as both a GP and LP. In conjunction with our other investor reporting and portfolio management tools, we are able to more efficiently provide client service and stay in touch with our venture network. "
Christopher Johnson
Investment Principal, Knightsbridge Advisers LLC
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"Affinity has completely changed the way we do business, we are now far more organized and streamlined. Grouping advisors and target businesses using various filters and automatic logging of contact details, emails and meetings have saved us so much time in an administrative sense. If we ever have a query, Affinity is quick to respond."
Shannon Potts
Marketing and ESG Manager, Pemba Capital Partners
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Affinity has changed the way we, the Value Creation team, work with our portfolio companies. The fact that it offers automated capabilities for viewing relationships with executives both inside and outside my organization has been a game-changer. Also, the platform is easy to navigate and personalize, plus my CSM is available within 24 hours if I ever have a question or problem.
Dorin Baniel
VP Value Creation, Glilot Capital Partners
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"We use Affinity to stay on the same page, hold each other accountable. It’s been a game changer for collaboration. "
Jocelyn Goldfein
Managing Director, Zetta Venture Partners
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Interested in learning more?

Get an in-depth walkthrough of the Affinity Relationship Intelligence CRM.

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