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On Demand

Live AI Product Demo: Affinity's Newest Capabilities

Discover how relationship intelligence and AI help firms source better deals, prep for meetings in minutes & activate their networks. Live product demo.

Join our SE Manager, Kyle Turner, for a focused demo of our newest AI features designed to eliminate manual work and accelerate dealmaking.

You'll see live demo of:

  • Document Analyzer: Upload a deck and watch the AI automatically extract key insights and evaluation criteria in seconds.
  • Recommend Field Updates: Stop manual typing. The system suggests field updates (Revenue, Stage, Team Size) based on your notes and decks.
  • Activity Summaries: Generate a briefing doc that synthesizes every past note, email, and activity timeline your firm has with a founder into a single summary.‍
  • News & insights: Surface relevant news and PR directly inside company profiles so you can reach out exactly when a trigger event happens.

‍

Presenters

Kyle Turner

SE Manager

Affinity

Join our SE Manager, Kyle Turner, for a focused demo of our newest AI features designed to eliminate manual work and accelerate dealmaking.

You'll see live demo of:

  • Document Analyzer: Upload a deck and watch the AI automatically extract key insights and evaluation criteria in seconds.
  • Recommend Field Updates: Stop manual typing. The system suggests field updates (Revenue, Stage, Team Size) based on your notes and decks.
  • Activity Summaries: Generate a briefing doc that synthesizes every past note, email, and activity timeline your firm has with a founder into a single summary.‍
  • News & insights: Surface relevant news and PR directly inside company profiles so you can reach out exactly when a trigger event happens.

‍

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Upcoming Webinars

Upcoming

From RSVP to relationship data: connecting Gatsby and Affinity

Every event your firm hosts throws off a guest list. Most CRMs never see it as more than a spreadsheet to reconcile after the fact.

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Top Private Capital Use Cases with Affinity MCP

AI is changing how private capital firms operate and the firms moving fastest aren't buying new tools. They're rethinking how existing workflows get done, with their own data underneath.

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Exclusive Preview: Affinity's agent platform

Preview Affinity's AI agent platform for private capital—automating sourcing, qualification, and CRM upkeep so your deal team can focus on closing.