Affinity

What Affinity does

• Ascend agents. Prepare meeting briefs, capture conversations and update pipeline and CRM data.
• Relationship intelligence. Scores relationship strength, finds warm introduction paths and flags stale contacts.
• Automatic capture. Logs emails, meetings and calendar events without manual entry.
• Data enrichment. Pulls from 40+ sources including PitchBook, Preqin and Grata.
• Deal-level permissions. Controls who sees data on each deal.

Who it’s for

• Venture capital and private equity deal teams
• Investor relations and capital-raising teams
• Family offices and fund-of-funds tracking relationships

Affinity pricing

Essential $2,000/user/yr (about $167/mo), Scale $2,300, Advanced $2,700; Enterprise custom; contact sales

As listed on November 9, 2026. Check affinity.co for current prices.

Things to know

• No free plan or trial listed; demo or sales contact required
• Priced per user per year; tiers start at $2,000 per user annually

Quick answers

What is Affinity?

Affinity is an AI-first CRM for private capital firms, including private equity, venture capital, private credit and investment banking teams.

Is Affinity free?

No. Affinity has no permanent free plan. Paid plans start at $167 a month. (As listed on November 9, 2026.)

Who makes Affinity?

Affinity is made by Affinity.

Where can you use Affinity?

Affinity is available on the web, iOS, Android and an API for developers.

What are some alternatives to Affinity?

Other tools filed in the same section include Microsoft Dynamics 365 Sales, Apollo.io and Gong.

Tags

#crm#private-equity#venture-capital#relationship-intelligence#deal-sourcing#ai-agents