Affinity CRM
Relationship intelligence CRM for private capital and professional services.
Executive Summary
Affinity is a relationship intelligence CRM platform designed for private equity, venture capital, and professional services. It automates activity capture, enriches data from over 40 sources, and uses AI to provide relationship scoring, warmest path introductions, and deal tracking. The platform helps firms find, close, and grow deals faster by leveraging their network and providing deep insights into relationships and deal flow.
Use Cases
- Deal Sourcing: Identify and track new investment or acquisition opportunities by capturing data from emails, meetings, and contacts.
- Deal Management: Streamline the process of tracking and managing deals through various stages of the pipeline.
- Portfolio Support: Manage and support portfolio companies by centralizing relationship and interaction data.
- Investor Relations: Maintain consistent updates and provide data-driven insights to investors and advisors.
- Fundraising: Leverage network intelligence to identify potential limited partners and manage fundraising efforts.
Features
Visibility
- Customizable Dashboards: Create and customize visual dashboards to monitor key metrics like deal flow, relationship health, and team performance.
- Board View for Pipelines: Visualize deal pipelines and track progress using a Board View, facilitating weekly meetings and process visualization.
- Team Activity Reports: Access pre-built and custom reports to analyze team activities, meeting volumes, and referral sources.
- Data Permissions: Robust user permissions allow control over who sees what, restricting access to sensitive relationships or deals and ensuring compliance.
Intelligence
- Automatic Activity Capture: Automatically logs emails and calendar events, creating and updating contact and organization profiles without manual input.
- Relationship Scoring: Scores existing contacts based on real interactions to identify relationship strength and prioritize connections.
- Warmest Path Introductions: Identifies the best path for introductions by leveraging the firm's collective network and relationship data.
- AI-Powered Notetaker & Deal Assist: Uses AI to generate structured meeting summaries and transcripts, and to review and process deal-related information.
- Data Enrichment: Automatically enriches company and person profiles with firmographic, biographic, and funding data from over 40 trusted sources.
Support
- Comprehensive Documentation: Access to help articles and resources to understand product features and best practices.
- Email Support: Direct support available via email for inquiries and assistance.
- Dedicated Customer Success Manager: Implied for enterprise-level clients to ensure successful adoption and ongoing value.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- OAuth 2.0 for Google accounts; AES 256-bit encryption for Microsoft Exchange credentials at rest and TLS in transit.
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
AI/ML Stack
- NLP
- Machine Learning
Integrations
- Gmail
- Outlook
- PitchBook
- Salesforce
Security & Compliance
Certifications: SOC 2 Type II, ISO 27001, ISO 27017, ISO 27018, ISO 27701, GDPR, CCPA, EU-U.S. DPF, UK Extension to EU-U.S. DPF, Swiss-U.S. DPF
Encryption: AES-256 at rest (including sensitive data like email bodies), TLS/SSL 1.2+ in transit.
Pricing
- Model
- Tiered subscription, Custom enterprise
- Starting Price
- Essential $2,000/year, Advanced $2,700/year, Enterprise custom. [Existing Summary]
- Target Customer
- Mid-market to Enterprise (specifically Private Equity, Venture Capital, Investment Banking, Professional Services)
- Contract Type
- Annual
- Free Trial
- Yes, Custom demo (credit card required)
About Affinity
Affinity provides a relationship intelligence CRM platform that helps companies manage and leverage professional networks to drive business development and fundraising. Their SaaS product uses automation and analytics to surface insights and streamline deal and relationship workflows.