Private Equities
AF

Affinity

Editor's pick

Relationship intelligence CRM for dealmakers

4.5Enterprise / CustomBest for VC and mid-market funds valuing network intelligence
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CRM Relationship Intelligence Origination

Overview

Affinity is a relationship-intelligence CRM built for private equity, venture capital, and investment banking. It automatically captures email and calendar activity to map a firm's network, reducing manual data entry while surfacing warm paths to targets and counterparties.

Key features

  • Automatic relationship and activity capture
  • Deal pipeline management
  • Network and warm-intro mapping
  • Email and calendar sync
  • Data enrichment
  • Analytics and reporting

Pros

  • Minimal manual data entry
  • Strong relationship-intelligence graph
  • Purpose-built for dealmaking workflows

Cons

  • Less configurable than DealCloud for complex firms
  • Enterprise pricing

What people say

Illustrative
"Automatic relationship capture means our pipeline is finally accurate without nagging the team."
Partner
Venture capital firm

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