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Affinity

A relationship-intelligence CRM built specifically for private capital, which captures deal-team activity automatically instead of asking investors to log it.

4.2 Sales & Revenue AI
4.2 Very good 4.2
Purpose-built for private capital rather than adapted from a generic sales CRM No public pricing – every plan goes through sales
Reviewed by Challenging Voice Editorial · Updated Sep 2026 How we rate
PricingContact for Pricing
Free planNo
CompanyAffinity
PlatformsAndroid, iOS, Web
CategorySales & Revenue AI
Last reviewedAug 2026
UpdatedSep 2026

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Ask AI about Affinity ChatGPT Claude Perplexity

Overview

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.

Key features

  • Automatic activity capture from email and calendar
  • Relationship intelligence mapping across the whole firm's network
  • Affinity Ascend – agents that act on firm data
  • Deal sourcing, deal management and portfolio support workflows
  • Data enrichment plus analytics and reporting
  • Open API and integration platform

Screenshots & demo

Affinity screenshot 1

Pricing

Affinity uses custom pricing. Contact their team for a quote based on your needs.

  • Pricing modelContact for Pricing
  • Starting priceCustom
  • Free planNo
Visit Affinity

Pricing is provided as a guide. Check the official site for the latest plans.

Pros & cons

Pros

  • Purpose-built for private capital rather than adapted from a generic sales CRM
  • Automatic capture removes the manual logging that kills CRM adoption at investment firms
  • Granular data permissions matter for firms handling confidential deal information

Cons

  • No public pricing – every plan goes through sales
  • Overbuilt for anyone outside investing and dealmaking
  • Enterprise scope means onboarding is a project, not an afternoon

How it compares

ToolRatingFreeFromBest known for
Affinity (this tool)4.2No—Automatic activity capture from email and calendar
Intapp DealCloud4.2No—Conversational AI for plain-English questions over firm data
Louisa AI4.0No$833/moAutomated mapping of internal relationships from CRM, Outlook, and Gmail data
Nektar.ai3.7No—Automatic capture of emails, meetings and contacts

Alternatives to Affinity

4 tools matched to Affinity on what they do, their category and their price.

Intapp DealCloud

4.2

Deal and relationship management platform for private capital, investment banking, legal and advisory firms, with conversational AI over firm data, agentic playbooks, AI deal summaries and automatic capture of emails and meetings.

Contact for Pricing Sales & Revenue AI

Nektar.ai

3.7

Captures the revenue activity your CRM never recorded, so pipeline reporting reflects what actually happened rather than what reps logged.

Contact for Pricing Sales & Revenue AI

Backstory

3.4

Formerly People.ai – AI reads every email, call, and meeting to score deals against the MEDDPICC framework and flag pipeline risk, answered directly inside Claude, ChatGPT, or Slack.

Contact for Pricing Sales & Revenue AI

Frequently asked questions

What is Affinity?
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.
Is Affinity free?
Affinity does not offer a free plan.
What are the best Affinity alternatives?
The closest matches in the directory are Intapp DealCloud, Louisa AI, and Nektar.ai, compared side by side above.

Reviews

4.2 Editorial rating No reviews yet

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