Affinity Ascend

Skills for every stage of the deal

Affinity Ascend, the private capital agent platform, pairs built-in private capital context with your firm's own, so agents take on workflows at every stage of the deal the way your firm does. Ascend's skills run on demand in Claude, ChatGPT, and Copilot through Affinity MCP.

Affinity icon connecting with ChatGPT, Claude, and Gemini AI assistant icons

Browse skills

Every skill requires an active Affinity plan & LLM access.

Data Quality

CRM Audit

Know what to clean up before a pipeline review. Audits lists and fields for empty, duplicated, or invalid values and reports what it finds.

Data Quality
PE, VC
Sourcing

Data Migration

Move to Affinity without duplicates. Preps your CSV for Affinity's importer.

Sourcing
PE, VC
Sourcing

Event Setup

Be ready before you arrive. Sets up lists and fields, sources attendees from your network, and tracks attendance.

Sourcing
PE, VC
Investment Committee

Founder References

Go beyond the references a founder hands you. Ranks who to call first and shows the warm path to each.

Investment Committee
PE, VC
Sourcing

Market Map

Skip the blank spreadsheet. Builds an interactive market map for a thesis or space.

Sourcing, Qualification
PE, VC
Qualification

Meeting Prep

Walk into meetings already briefed. Builds a brief from your relationship history, deal context, and notes.

Qualification, Fundraising & LP Management
PE, VC
Deal Monitoring

Passed Deal Review

Review your passes in one ask. Finds passed or lost companies you saw early that later raised a qualifying next-stage round, with pass reasons.

Deal Monitoring
VC
Portfolio Management

Portfolio Check-In

Spot where something happened and nobody followed up. Shows which portfolio companies need attention.

Portfolio Management
PE, VC
Sourcing

Ranked Intro Paths

Judge a route before you ask for a favor. Ranks paths through direct and inferred connections, rating each connection Strong, Moderate, or Weak with evidence.

Sourcing
PE, VC
Sourcing

Ready-to-Raise Indicator

Reach out before a round is underway. Estimates which companies on a list may raise again soon.

Sourcing, Portfolio Management
VC
Sourcing

Warm Intro

Start from a warm path, not a cold email. Finds ranked intro paths to a target and drafts the outreach.

Sourcing, Portfolio Management, Fundraising & LP Management
PE, VC
Fundraising & LP Management

Weekly LP Pipeline Brief

Stop rebuilding the LP update by hand. Summarizes what changed in your LP pipeline over a window you pick. Internal to your IR team.

Fundraising & LP Management
PE, VC
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