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Affinity

Purpose-built CRM platform designed specifically for private equity, venture capital, investment banking, and family offices. Features relationship intelligence, automated activity capture, and deal sourcing tools for private capital professionals.

What is Affinity?

Affinity is a specialized CRM platform designed for the private capital industry (PE, VC, investment banking, family offices). It emphasizes relationship intelligence and automated data capture from email, calendar, and meetings. The platform provides deal sourcing capabilities, relationship scoring, activity capture, data enrichment, analytics, and integrations with AI tools like Claude and other models through MCP. Trusted by leading firms including BlackRock, Bain Capital, Bessemer, and Kleiner Perkins.

Pricing

Starting Price

$2,000/user/year

Categories:

CRM & Customer Platforms

Tags:

crm

Affinity

CRM for Private Capital

Starting Price
$2,000/user/year
Used By Count
500+ leading private capital firms

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