Built for private equity
Get from CIM to first bid faster
Spend your time connecting with the right people and making the right calls. Delegate pulling coverage, drafting memos, and logging updates to Affinity, the AI-first private capital CRM.
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One agent platform, every stage of the deal
Affinity Ascend is the agent platform for private capital, designed by Affinity and configured by your firm. It works sourcing through exit, surfacing warm founder intros, prepping meetings, drafting investment memos, and tracking portfolio signals, so your team spends time on judgment, not procedure.
Get there first with the right intro
Affinity tracks banker coverage and inbound signals automatically, parses CIMs the moment they land, and surfaces the fastest warm path into a target before a process reaches auction.
Motive Partners
66%
Focus on the meeting, not the prep
Affinity assembles the management brief, relationship history, and deal context before every meeting, so your team walks in ready instead of building the file themselves.
Bain Capital
“What used to be a 5–10 minute, multi-screen, multi-app workflow after every meeting is now one 30 second natural language request: polished prose, calendar context, and the right entity tags posted directly to Affinity for visibility across my team.”
– Stephen Lanz, Principal
Prioritize the debate
Affinity drafts the IC memo, synthesizes red flags from diligence, and logs every decision, so the committee spends its time debating the deal, not assembling the paperwork behind it.
Armira
“The objective is not to automate investment judgment, but to automate everything surrounding it.”
– Niklas Krusche, Head of Origination & AI
Close your next win
Affinity tracks every stage change and next step automatically, and retains why deals moved or died, so nothing depends on one person's memory.
Seaside Equity
“We’ve won a good amount of deals that we wouldn’t have won if we hadn’t changed over to Affinity.”
– Doug Parker, Head of Origination
Identify problems before the Board does
Affinity tracks portfolio milestones, flags a company that's gone quiet, and surfaces follow-on signals, so problems and opportunities show up between board meetings instead of in them.
Learn more about how top private equity firms build strategic LP relationships
Find the right LPs and exit timing
Affinity maps likely buyers, tracks every LP touchpoint, and flags relationships that need attention, so capital raises and exits run on relationship data instead of guesswork.
Capital Formation
Capital Formation’s M&A advisors, industry experts and broader relationship networks all sit within the same ecosystem, alongside event planning and coordination.
Built for the way your firm works
Deal-level privacy
Restrict a deal to a per-deal allow list for MNPI and public-to-private processes. Everyone else sees that a deal exists, nothing else.
Team-based permissions
Silo notes, files, and lists by fund, strategy, or team. The relationship network stays visible everywhere, so coverage never disappears behind a permissions wall.
Open by default
Affinity’s MCP connects to Claude, ChatGPT, and Snowflake without a custom integration project.
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Switching CRMs shouldn’t mean starting over
Most firms are live in under 45 days, without a data team, a training curriculum, or months spent deciding how the CRM should be structured before anyone can start using it.
Automated from day one
No user has to log anything. The relationship graph builds itself off email and calendar the moment they're connected, so your firm's network maps automatically within the first 24 hours. Partners get value immediately, without changing how they work.
Permissions built in, not retrofitted
Fund-level and deal-level access, restricted opportunities, allow lists, configured to how your firm actually operates during onboarding, not bolted on later after something's already gone wrong.
Nothing to design before you can start
Generic CRMs make you decide how deals, relationships, and records should be structured before anyone can onboard. Affinity's data model is already built for a deal team, so day one is spent using it, not designing it.
Privacy without a workaround
Selective Sync lets senior partners exclude specific meetings or emails while everything else keeps syncing, so the firm gets the intelligence it needs without anyone feeling watched.
A dedicated onboarding contact, not a ticket queue
Someone who understands private capital works with your team to make the CRM match how your firm wants to operate, not the workflow you got stuck with on day one.
How hard are your relationships actually working for you?
Affinity’s PE Benchmark Report is unique because it benchmarks firms based on relationships—those proprietary paths to assets, intermediaries, and buyers only your firm possesses. Find out how hard your firm is actually working and how effective your network actually is.
What PE firms ask before switching
Affinity's data model, deal-level privacy, and multi-fund permissions are used by PE buyout firms managing everything from single-fund deals to multi-strategy platforms. The workflows are configured differently for PE than VC; the underlying platform is the same one both run on.
Affinity's AI runs on relationship and deal data your firm has been capturing automatically since day one. It does not rely on manual data entry. The MCP server connects that same data to Claude, ChatGPT, or any other AI tool your team already uses, so outputs are grounded in what actually happened and not whatever someone remembered to log.
Deal-level permissions let you set a per-deal allow list. Everyone outside it sees a masked pipeline entry, not deal detail, so MNPI and public-to-private processes stay compliant without a separate tool.
Most firms are live in under 60 days. Your network maps automatically within the first 24 hours, and fund-level permissions are set during onboarding, not bolted on after.
Affinity's MCP connects your pipeline and relationship data to Claude, ChatGPT, and other AI assistants, so your team can ask questions and update records without opening the CRM. It's also how IR teams without a dedicated LP portal build relationship summaries and LP updates today, using the same data the deal team already trusts.
Put your firm’s network to work
