Affinity Reviews
Find proprietary deals and track investor networks through automated inbox capture and relationship scoring built specifically for VC and PE teams.
Private capital dealmaking relies heavily on warm introductions and long-term touchpoints across founders, bankers, and co-investors. Affinity automates that relationship mapping by indexing firm-wide communications without forcing partners to log every email manually.
- Automated capture: Syncs inboxes and calendars to build a living contact directory, eliminating manual CRM updates.
- Relationship scoring: Evaluates interaction frequency and history to surface the warmest connection to a target company or LP.
- Native data enrichment: Pulls firmographic and financial context from sources like PitchBook, Preqin, and Grata directly into deal records.
- Fund-specific architecture: Handles multi-fund PE requirements like advisor coverage and deal privacy alongside high-velocity VC dealflow.
- Ascend agents: Generates pre-meeting briefs, logs discussion notes, and flags coverage gaps before weekly pipeline reviews.
Affinity Key Features
- Affinity Ascend AI AgentsPurpose-built agents that prep every meeting, capture conversations, and automatically update CRM data and pipelines.
- Automatic Activity CaptureAutomatically captures every email, meeting, note, and calendar interaction across the firm without manual entry.
- Relationship IntelligenceScores relationship strength from real communication patterns and surfaces warm paths to target decision-makers.
- Automated Data EnrichmentEnriches records using proprietary data and 40+ third-party sources, including PitchBook, Preqin, and Grata.
- Thematic SourcingSurfaces and flags target companies matching your firm's investment thesis, even outside existing networks.
- Open Platform & IntegrationsConnects relationship data to AI tools and data platforms like Claude, ChatGPT, and Snowflake via MCP.
Affinity Pricing
Most popular
Essential
$2,000user / year
For firms building their network and deal pipeline.
- Automatic activity capture across email and calendar
- Relationship scoring: see the warmest path to any contact
- Complete interaction history across your whole firm
- Deal pipeline tracking from first contact to close
- Affinity Labs: early access to AI features before they ship
Most popular
Scale
$2,300user / year
For firms scaling dealflow, relationship management, and AI workflows.
- Everything in Essential
- Notetaker: automatic meeting capture and follow-up
- AI Chat: conversational access to your pipeline and network
- 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
Most popular
Advanced
$2,700user / year
For firms going deeper on data enrichment and workflow integrations.
- Everything in Scale
- Advanced enrichment from PitchBook, Dealroom, and Crunchbase
- Company Growth Insights: headcount and leadership signals
- Packaged integrations: Slack, Salesforce, Box, and more
- Workflow Automations: pipeline moves without manual updates
- Industry Insights: sourcing matched to your investment thesis
Most popular
Enterprise
Custom
For established firms with multi-fund complexity and compliance needs.
- Everything in Advanced
- Fund-level permissions: each team sees only what they should
- Enterprise SSO: one login, centrally managed by IT
- Custom data retention for your compliance requirements
- Unlimited API access: no monthly call limits, including MCP queries
- Dedicated implementation and success support from day one
Pricing is sourced from Affinity's website and may be out of date — check their site for current pricing.
Integrations
PitchBookPreqinGrataClaudeChatGPTSnowflake
Company
Founded2014
Based inSan Francisco, USA
OwnershipPrivate
Total raised$120M
Latest roundSeries C · 2021
Notable investors
Menlo VenturesAdvance Venture Partners8VCS28 CapitalPear VC
Get a $50 Amazon gift card
Write a verified review of Affinity and we'll send you a $50 Amazon gift card once it's published.
Write a reviewOne gift card per person, for a verified review that meets our quality bar. Full terms.
