Ask Your CRM Anything: Live Demo of Affinity's New AI Features

The way dealmakers access and act on information is changing. Join us for an inside look at Affinity's biggest AI launch yet — purpose-built to help investment teams prep for any meeting in seconds, ask their CRM anything, and connect their deal intelligence to every AI tool they use. Whether you're getting AI-generated meeting briefs before your next partner call, pulling deal comps mid-conversation, or feeding live CRM data into Claude or Gemini, these new capabilities turn Affinity into the AI backbone of your firm.

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What You'll Learn:

• How Affinity AI prepares you for any meeting in seconds — deal history, relationship context, key contacts, and warm intro paths, generated automatically before you walk in the room
• How to chat with your entire CRM in plain English — pull deal comps, surface relationship paths, and get answers about your pipeline without filters, exports, or dashboards
• How self-serve data share access puts your CRM data in your warehouse — without engineering resources or lengthy integration timelines‍
• How to make Affinity the data layer for every AI tool your firm already uses, including Claude, Gemini, and Copilot

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