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Relationship intelligence platform for private capital firms to drive better investment decisions.

From $166.67/moVisit Website
Reviews on G2
73 reviews tracked

The Bottom Line

Price
From $166.67/mo. Compare plans

Key facts

  • Automates relationship and deal data capture for private capital firms.
  • Uses AI to enrich data, score networks, and identify investment opportunities.
  • Streamlines deal sourcing, management, and portfolio support, reducing manual data entry.

Pros

  • Significantly reduces manual data entry through automation and AI.
  • Provides deep relationship intelligence to uncover warm introductions and opportunities.
  • Purpose-built for private capital, addressing specific industry needs.
  • Integrates with existing workflows and tools like Salesforce, email, and calendars.
  • Offers robust data enrichment and security features.

Cons

  • No free tier or trial explicitly mentioned.
  • Pricing is per user per year, which can be costly for large teams.
  • Primarily focused on private capital, potentially less suitable for other industries.

What is Affinity?

Affinity is a relationship intelligence platform specifically designed for private capital firms, including venture capital, private equity, and corporate venture capital. It acts as a purpose-built CRM that automates the capture of every interaction, enriches deal records with data from over 40 premium sources, and leverages AI to score networks and identify optimal opportunities. The platform aims to streamline deal sourcing, deal flow management, portfolio support, and fundraising by providing deep insights into relationships and deals. The platform helps firms get into the right deals faster by surfacing warm introductions and relevant opportunities. It drives confident investment decisions by enriching records, analyzing deal materials, and providing market context. Affinity integrates seamlessly with existing tech stacks, capturing activity from inboxes and calendars, and offering tools like AI Notetaker to summarize conversations, thereby reducing manual data entry and improving firm-wide adoption. It also provides mobile access, collaboration features, and enterprise-grade security.

Available on: Web, iOS, Android, macOS, Windows, Chrome

Ratings Across the Web

4.4 (73 reviews)

Affinity holds an aggregate rating of 4.4 out of 5 from 73 reviews across G2, last checked September 17, 2026.

Ratings aggregated from independent review platforms. Learn more

Preview

Key Features

  • Automated activity capture (email and calendar sync)
  • Relationship scoring and strength indicators
  • AI-powered data enrichment from 40+ sources
  • Deal pipeline management with unlimited smart lists
  • AI-powered meeting intelligence and note summarization (Notetaker)
  • Mobile app for deal flow management
  • Collaboration tools with granular data access controls
  • Full API access for tech stack integration

Pricing Plans

Pricing checked Oct 13, 2026

Affinity plans and prices, checked October 2026
PlanPriceDetails
Essential

$2,000 / user/year

  • Automatic activity capture across email and calendar
  • Relationship scoring: see the warmest path to any contact
  • Complete interaction history across your whole firm
+2 more
  • Deal pipeline tracking from first contact to close
  • Affinity Labs: early access to AI features before they ship
Scale

$2,300 / user/year

  • Everything in Essential
  • Notetaker: automatic meeting capture and follow-up
  • AI Chat: conversational access to your pipeline and network
+3 more
  • Affinity Ascend: the agent platform built for private capital
  • MCP server: use Affinity data in Claude, ChatGPT, and more
  • Inferred network connections beyond your direct email history
Advanced

$2,700 / user/year

  • Everything in Scale
  • Advanced enrichment from PitchBook, Dealroom, and Crunchbase
  • Company Growth Insights: headcount and leadership signals
+3 more
  • Packaged integrations: Slack, Salesforce, Box, and more
  • Workflow Automations: pipeline moves without manual updates
  • Industry Insights: sourcing matched to your investment thesis
Enterprise

Custom Pricing

  • Everything in Advanced
  • Fund-level permissions: each team sees only what they should
  • Enterprise SSO: one login, centrally managed by IT
+3 more
  • Custom data retention for your compliance requirements
  • Unlimited API access: no monthly call limits, including MCP queries
  • Dedicated implementation and success support (add-on)
Full Affinity pricing: every plan and alternatives

How Affinity's pricing compares

At $191.67/user/mo, Affinity is the most premium of its 4 comparable direct competitors.

Affinity
$191.67

Not ranked, different unit or currency: Nimble $12/mo flat, whole organisation.

Entry paid plan, monthly, per user. Pricing checked Oct 13, 2026.

Reviews

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4.4/5

Across 73 verified user reviews on G2

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Affinity FAQ

How does Affinity help private capital firms find new investment opportunities?

Affinity acts as a relationship intelligence platform that automates the capture of interactions and enriches deal records with data from over 40 premium sources. It leverages AI to score networks and identify optimal opportunities, helping firms surface warm introductions and relevant deals faster.

What kind of user benefits most from Affinity?

Affinity is specifically designed for private capital firms, including venture capital, private equity, and corporate venture capital. It best serves teams focused on deal sourcing, deal flow management, portfolio support, and fundraising within these industries.

How is Affinity priced?

Affinity is a paid product with no permanently free tier. Its pricing model is structured per user per year, which is a consideration for organizations with many users.

What are the primary limitations of Affinity?

Affinity is primarily focused on the private capital industry, making it potentially less suitable for other sectors. Additionally, its pricing is per user per year, which may be a significant cost factor for larger teams.

Can Affinity integrate with existing tools and workflows?

Yes, Affinity integrates seamlessly with existing tech stacks, capturing activity directly from inboxes and calendars. It also offers tools like AI Notetaker to summarize conversations, reducing manual data entry and improving firm-wide adoption.

How does Affinity compare to a CRM like Zoho CRM?

Affinity is a purpose-built CRM specifically for private capital firms, offering deep relationship intelligence and automated data enrichment from over 40 sources. In contrast, Zoho CRM is a more general-purpose CRM solution that does not specialize in the unique needs of the private capital industry.

Source: affinity.co

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