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Affinity

Product release recap: October

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.

The latest

Product release recap: October

What shipped in October: set your firm's rules once

Product release recap: September

What shipped in September: Correct what your agents suggest, and let them work with your files

What shipped in August: New Lists is here, and it's not the only thing that got faster

A woman holding a tablet in a bright office, with the overlaid text Product release recap, July

What shipped in July: Ascend, and the infrastructure it runs alongside

The same conviction, a new Affinity

Becoming fluent in AI was never the job

Introducing Affinity Ascend

What shipped in June: more Affinity data where your firm already works

Latest updates to the Affinity CRM, mobile app, API, and integrations

Affinity is Building the Best MCP for Private Capital

Best CRM for automatic email and meeting capture

4 private equity benchmarks shaping dealmaking in 2025

New Affinity CRM features: AI, an enhanced API, and introductions reporting

Introducing Rebecca Campbell, Affinity CTO

The future of investing in AI: 5 takeaways from the Agentic AI Summit VC Roundtable

Understanding employee headcount data accuracy

Affinity’s latest releases: Automation Builder, Affinity iOS, and more

Connect sourcing and portfolio strategy with the Affinity and Vestberry integration

Affinity’s Series C funding: Deploying relationship intelligence to every relationship-driven industry

CRM onboarding for PE firms: what to expect, and how to go live in under 60 days

5 ways Affinity integrates with your existing tech stack (+ top use cases)

Use Affinity’s API v2 to enrich data on your terms