What shipped in October: set your firm's rules once
October's Affinity releases move your firm's conventions into the CRM: Meeting Prep instructions, team visibility, deal-team access, Notetaker controls.
Latest updates to the Affinity CRM, mobile app, API, and integrations
Explore the latest Affinity updates—from CRM and mobile app upgrades to new API calls—designed to help private capital teams close deals faster and smarter.
Affinity is Building the Best MCP for Private Capital
Affinity’s MCP Server connects the AI-first private capital CRM to Claude, ChatGPT, Gemini, or Copilot. Query deals, prep meetings, and update your pipeline.
Affinity Analytics now provides more comprehensive reporting on your team’s communications
Learn how Affinity Analytics' Team Activity reports make it easy to optimize the efficiency and cost-effectiveness of your team’s dealmaking activities.
Affinity CRM's custom integrations now include automated data capture from new channels
A new API expansion allows customers to expand the data enhanced by their CRM's relationship intelligence to include external communications like calls.
Learn about our bulk email feature and email templates to make your email outreach efficient and accelerate your prospecting and deal management workflows.
Affinity now offers even more data to inform your key investment decisions
Affinity Data: Organizations brings hard-to-find growth data into Affinity, the AI-first private capital CRM. Find out what data is included and how to use it.
Affinity CRM adds funding insights to inform investment decisions
Learn how to get to your next big deal by tracking, managing, and acting on funding data from Affinity Data, inside Affinity, the AI-first private capital CRM.
Affinity, the AI-first private capital CRM, rebuilt Lists from the ground up with instant loading, one-click editing, and advanced filtering. Manage thousands of records faster with tools built for how PE firms actually work.
Affinity’s latest releases: Automation Builder, Affinity iOS, and more
With Automation Builder, Affinity iOS, and more, our latest features help you automate manual tasks, improve mobile access, and keep your team connected with Slack notifications.
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