Drive better investment decisions
Affinity CRM
Purpose-built private capital platform that enables firms to get into the right deals and make better decisions across the firm with data and AI
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Identify and get into the right deals
Automation captures every interaction, AI enriches and scores your network to find the right opportunities.
Drive fast, confident investment decisions
AI enriches records, analyzes deal materials, and surfaces market context to speed decisions.
Use deal data to drive workflows across the firm
Drive workflows across your tech stack with network and deal data enriched and connected with AI
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Drive deals faster
The easiest path to firmwide adoption
By capturing interactions from inboxes and calendars—and even summarizing conversations with AI tools like Notetaker—Affinity makes adoption effortless across the firm.
See every connection that matters
Affinity maps your firm’s network and uses AI to uncover the warmest paths into the relationships and opportunities that matter most.
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Keep every deal on track
No more digging through inboxes, PDFs, or spreadsheets—Affinity shows you the real-time status and context of every deal.
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Enriched data on every record
Automatically enrich CRM records with data from 40+ premium data sources to make faster, more informed investment decisions
Your network data, everywhere you need it
Seamlessly integrate relationship intelligence and deal data into your existing processes and tools, so insights flow everywhere your team works.
Driving measurable results for private capital firms
Trusted by leading investment firms
Powering 50% of the top 300 venture firms globally, Affinity customers have tracked over 1 million deals and invested in over $1 trillion in assets through the platform
How Motive Partners increased the number of deals reviewed in one year by 66%
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How Invus Opportunities increased centralized opportunity tracking by 40% with Affinity
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How MassMutual Ventures uses Affinity to source better deals 5x faster
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How TELUS Global Ventures creates more efficient workflows with Affinity
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How Roble Ventures built an operating system with flexibility, customization, and integration at its core
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How Kapor Capital streamlines LP management and fundraising with Affinity
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The highest quality data builds the smartest AI
Affinity eliminates thousands of hours of manual data entry and enriches records with 40+ trusted private capital sources using the power of automation and AI. This dataset is the foundation for AI that answers every question across your deal pipeline, fundraising, portfolio support, and more.
Enterprise-grade security you can trust
Protecting your data with SOC2, ISO27001, and industry-leading security certifications.
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