Affinity CRM

The relationship intelligence CRM for dealmakers

Use your relationships to find, manage, and close more deals.

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.

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.

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.

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.

Why our customers love Affinity

"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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"Affinity is a very useful, tailor-made product for such a Venture Capital fund like us. The biggest advantage is having all of our data and communication in one place. We talk to thousands of startups and hundreds of VCs, and Affinity lets us keep track of those relationships over time. "

Marcin Zabielski

Partner, Market One Capital

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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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"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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"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 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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"Let’s be honest: no one wants to use Salesforce reporting. Affinity isn’t just better—for most teams, it’ll make the difference between managing your pipeline to success, versus not tracking it at all. "

Kevin Zhang

Partner, Bain Capital Ventures

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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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"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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"Managing your relationships is everything in commercial real estate. Affinity allows us to manage more clients and all our data in one place. That will lead to more top-line for our business. '

Michael Sanberg

Leasing and Sales, Touchstone

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"I’ll check my Alliances weekly to see which new ones I can form. As we scale, Affinity’s Alliance will be instrumental to our growth. "

Paul Ipavec

Business Development Lead, Anduin

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"We’re really impressed by the speed that the Affinity team operates and the availability of the team. "

Christian Meermann

Founding Partner, Cherry Ventures

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"Within weeks of moving to Affinity, we were able to easily discover and manage the thousands of entrepreneur and venture community relationships already latent within our team. What’s more, the Affinity Alliances professional network has helped us quickly build new and valuable connections. "

Eric Emmons

Managing Director, MassMutual Ventures

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"A product that has truly changed the way I work and made me so much more efficient across the team! Amazing and recommend to all! "

Harry Stebbings

Founder, Stride.VC

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"With Affinity, we can easily revisit firms at appropriate times and know what the next steps should be. I’m very excited to see where the product goes."

Henry Jefferies

Associate, Dawn Capital

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"Affinity Alliances truly operationalizes our executive network. I use it every day to better understand the relationships I can leverage across Fidelity."

Alessandro Vigilante

VP Corporate Business Development, Fidelity

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Interested in learning more?

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