Affinity

Affinity is a CRM designed for private capital firms. It captures emails, meetings and notes across a team and uses them to map who in the firm knows which founders, bankers and investors. The site describes it as an AI-first system, with an agent product called Ascend.

Features

• Automatic capture: interactions are logged without manual entry.
• Data enrichment: records are supplemented from more than 40 outside sources, including Pitchbook, Preqin and Grata.
• Relationship scoring: strength is judged from real interactions.
• Meeting briefs and pipeline updates: Ascend prepares calls and updates the pipeline afterwards.
• Thematic sourcing: surfaces companies that match a fund's investment thesis.

Who it serves

Private equity firms, which need multi-fund handling and banker coverage, and venture capital firms with high deal volumes and founder, scout and co-investor networks. Investor relations teams can also track limited partners.

Key facts

• Security: states compliance with SOC 2 and GDPR