Overview

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Affinity is a relationship intelligence platform designed primarily for private capital firms including venture capital and private equity firms. It offers a toolset to support deal sourcing, relationship management, and faster closing of deals through artificial intelligence-enabled functionalities.

Affinity's platform includes automated data capture to ensure rich and updated data on ongoing deals and relationships. It offers an Affinity Customer Relationship Management (CRM) tool with features for activity capturing, data enrichment, relationship intelligence, analytics and reporting.

A key offering of Affinity is relationship intelligence that helps firms leverage their network to identify opportunities. Further, it offers AI-enabled deal material analysis and market context surfacing to help users make informed investment decisions swiftly.

In addition to the Affinity CRM, Affinity also features functionalities for Salesforce including activity capture and record enrichment. It integrates with Salesforce and other tech stacks to drive workflows efficiently.

Affinity also has mobile functionalities, supporting deal intelligence operations on the go. Regarded for its security measures, Affinity ensures high-priority data protection for its users.

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Initial release

December 25, 2025

Initial release of Affinity.

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Pricing model

Paid

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$2,000/year

Billing frequency

Yearly

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CRM Affinity

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Pros and Cons

Pros

Automated data capture

Specialised for private capital firms

Toolset for deal sourcing

Market context surfacing

Integration with Salesforce

Mobile functionalities

High-priority data protection

Features for Salesforce

Record enrichment

Affinity CRM features: activity capturing

Data enhancement feature

Analytical and reporting abilities

Data infrastructure for firmwide adoption

Automation captures every interaction

Adjustable data permissions

Enrich data from 40+ sources

Activity timeline for deal tracking

CRM for dealmakers

Tool efficiency for investment decisions

Firm growth with qualified deal flow

Hours saved with automated data entry

Seamless integration into existing workflows

Trustable enterprise-grade security

Cloud storage of Emails and meetings

Storing millions of companies and people

Available APIs for integration

Inbox & browser extensions

Relationship intelligence quantification

Insights for fundraising and portfolio support

Compatible with major certifications: SOC2, ISO27001

Real-time status and context of deals

Affinity mobile for on-the-go access

Fast CRM launch

Contacts exponentially created per user

Analytical insights into deal, relationship

Interaction data for strategic decisions

Automated data enrichment with trusted sources

Insights extend into email and browser workflows

Standardized process to track and review deals

View 34 more pros

Cons

Limited to private capital firms

No offline functionality

Lacks multi-language support

Not mentioned integration with VOIP

No mentioned compatibility with Linux

Doesn't offer email marketing features

Doesn't provide ecommerce integrations

No social media integrations mentioned

No document storage capabilities mentioned

No live chat support mentioned

View 5 more cons

Q&A

What is the purpose of Affinity's platform?

Affinity's platform is designed to assist private capital firms, such as venture capital and private equity firms. Its purpose is to streamline and enhance deal sourcing, relationship management, and expedite deal closings with the help of AI-enabled capabilities.

How does Affinity's automated data capture work?

Affinity's automated data capture process is responsible for the continual updating of data on ongoing deals and relationships. It collects data automatically to ensure information is current and detailed, enhancing the depth and richness of the data used in decision-making processes.

What features does the Affinity CRM offer?

The Affinity CRM offers a range of features including activity capturing, data enrichment, and relationship intelligence. It also provides tools for analytics and reporting. All these functionalities work cohesively to allow for better relationship management and informed decision making.

How does Affinity's relationship intelligence help firms identify opportunities?

Affinity uses relationship intelligence to help firms leverage their existing networks. It uses AI to analyse the relationship data and score it based on strength and relevance, in turn, helping to identify new business opportunities.

How does Affinity's tool assist in making investment decisions?

Affinity's tool assists in making investment decisions by analysing deal materials and surfacing market context data. This AI-enabled feature provides the users with informed market insights swiftly, allowing for quicker and more informed investment decisions.

What are the benefits of Affinity's integration with Salesforce?

Affinity's integration with Salesforce offers utilities including activity capture and record enrichment. This feature makes the workflow more efficient as the data captured integrates seamlessly into the Salesforce platform, enabling users to manage relationships, track leads, and maintain records effectively.

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What kind of mobile functionalities does Affinity offer?

Affinity provides various mobile functionalities to support deal intelligence operations on the go. Users can access relationship information, manage deals and portfolios, and maintain their CRM operations from their mobile devices with the same efficiency and security as with a desktop platform.

How does Affinity ensure data protection for its users?

Affinity ensures high-priority data protection for its users. It follows high standard security measures to safeguard user data, providing a secure platform for managing private capital operations.

How does Affinity support deal sourcing and relationship management?

Affinity supports deal sourcing and relationship management by offering personalised tools backed by AI functionality. It helps identify potential opportunities through relationship intelligence and supports in the management of relationships by enriching data and tracking activities.

What type of AI functionalities are enabled in Affinity?

Affinity employs various AI functionalities for improving private capital operations. These functionalities include automated data capture, deal material analysis, relationship scoring, and market context surfacing. All these AI-enabled features work together to provide informed insights and faster decision making.

How does Affinity assist in faster closing of deals?

Affinity assists in faster closing of deals by providing comprehensive information on deals and relationships. Its AI functionality helps streamline processes, identifies valuable opportunities, analyses deal materials and surfaces relevant market context, enabling swift and informed decision making.

How does Affinity help leverage a firm's network for identifying opportunities?

Affinity's AI-powered relationship intelligence feature enables firms to leverage their network to identify opportunities. It analyses and scores relationships based on relevance and strength, providing the user with potential business opportunities from within their network.

How is market context surfaced within Affinity for decision making?

Affinity sufaces market context by implementing AI-powered analysis of deal materials. This provides users with information about the market scenario related to a potential deal, enabling better informed and confident decision making.

How is Affinity's platform utilized for Private Equity and Venture Capital firms?

Affinity's platform is utilized by Private Equity and Venture Capital firms primarily for enhancing their relationship management, deal sourcing, and speeding up deal closing. The AI-enabled functionalities offer informed insights, streamlined workflows, and efficient relationship management, making it a valuable tool for these firms.

What are the reporting and analytic capabilities of the Affinity tool?

Affinity has robust reporting capabilities and analytic tools that offer a detailed understanding of the deal processes, interactions, and relationship strengths. The analytics provide insights into deal status, interaction history, and crucial relationship details, facilitating efficient decision making.

How does Affinity manage data enrichment within its platform?

Affinity manages data enrichment within its platform by incorporating features like activity capturing and integrating data from multiple premium sources. This data enrichment serves to enhance the value of CRM records, enabling users to make more informed investment decisions and resultant strategic actions.

How does Affinity integrate with other tech stacks?

Affinity efficiently integrates with other tech stacks by providing enriched and connected network and deal data. It enables data to flow seamlessly across different platforms and tools, enhancing the efficiency of workflows and the overall operations of users.

What are the CRM AI-powered features offered by Affinity for relationship intelligence?

The CRM AI-powered features offered by Affinity for relationship intelligence include predictive analytics, scoring and ranking of relationships based on relevance and strength, and automated data capture which aids in enriching relationship data, providing actionable insights into networks and potential opportunities.

How does Affinity manage and maintain data security?

Affinity manages and maintains data security by adhering to the highest standard security measures. It gives priority to data protection, offering users a secure platform for managing their capital operations.

Can users operate Affinity on mobile devices?

Yes, users can operate Affinity on mobile devices. Affinity offers mobile functionalities designed to provide the same user experience as a desktop platform, making it possible to perform deal management operations, access relationship data, and enjoy fully functional CRM from anywhere.

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