Affinity is a CRM for private capital – venture capital, private equity, private credit, investment banking, asset management and family offices – rather than a general sales CRM pointed at finance.
Its central idea is relationship intelligence: activity capture pulls email and meeting history in automatically, so the network a firm actually has is mapped without anyone maintaining records by hand. That feeds deal sourcing, deal management, portfolio support, investor relations and fundraising workflows, with data enrichment, analytics and reporting, granular data permissions, and a mobile app on top. An open API and integration platform connect it to the rest of the stack.
Affinity Ascend is the newer agent layer – described by the vendor as agents that act on firm data – alongside AI embedded through the existing workflows. Pricing is not published; plans are quoted per firm through sales.
