Affinity
The AI-first CRM for private capital
Affinity is a CRM for private equity and venture capital firms that automatically captures email, calendar, and meeting activity across the firm, removing the need for manual logging. It enriches records with data from sources including Pitchbook, Preqin, and Grata, scores relationship strength from real communication patterns, and surfaces warm introduction paths to decision-makers.
Its Affinity Ascend agent platform includes a Meeting Prep Agent that builds briefs before external meetings, a Data Update Agent that proposes CRM field updates for approval, and a Warm Intro Agent that maps routes to targets and drafts outreach. AI Chat provides plain-language access to pipeline and relationship data. Integrations cover Gmail, Outlook, Slack, Snowflake, and a hosted MCP server connecting to Claude, ChatGPT, Gemini, and Copilot.
Affinity is built for PE and VC firms, with configurations for multi-fund structures and high-velocity dealflow. Ascend is included at no additional cost from the Scale plan upward, along with the hosted MCP server; external assistant providers bill their own token usage. Security certifications include SOC 2 Type II, ISO 27001, and GDPR compliance.
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