Affinity
Financial services CRM software
Venture capital management software
Financial services software
Deal sourcing
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$2,000 per user per year
Free Trial
Free version unavailable
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What is Affinity
Affinity is a relationship intelligence CRM used by investment teams and other relationship-driven organizations to manage contacts, companies, and deal pipelines. It captures relationship data from email and calendar activity to reduce manual data entry and support deal sourcing and diligence workflows. The product is commonly used by venture capital, private equity, and corporate development teams that need visibility into networks, interactions, and pipeline status. It also provides reporting and integrations to connect CRM data with other systems used in investment operations.
Automated relationship data capture
Affinity can automatically log interactions and contact/company updates based on connected email and calendar activity. This reduces reliance on manual CRM entry and helps keep relationship histories current. For teams that prioritize sourcing and network coverage, this automation can improve consistency of activity tracking across users.
Investment pipeline workflow support
The product supports deal pipeline stages, notes, tasks, and collaboration features aligned to investment processes. Teams can track opportunities from initial sourcing through diligence and decisioning in a single system. This makes it suitable for firms that want a CRM-centered workflow rather than a general-purpose sales pipeline.
Reporting and integration options
Affinity provides dashboards and reporting to monitor pipeline health, sourcing activity, and relationship engagement. It also offers integrations (and APIs in some plans) to connect with common productivity and data tools used by finance teams. This helps firms reduce duplicate data entry and maintain a more consistent source of truth for relationship and deal records.
Email access and privacy tradeoffs
Relationship intelligence features typically require connecting user mailboxes and calendars, which can raise privacy, compliance, and data-governance concerns. Some organizations may need additional controls, policies, or approvals before enabling these connections. This can slow deployment or limit which users can participate fully.
Customization limits vs platforms
Compared with highly configurable CRM platforms, Affinity can be less flexible for organizations that require extensive custom objects, complex automation, or deeply tailored workflows. Firms with unique reporting structures or nonstandard processes may need workarounds. This can increase dependence on internal process discipline rather than system-enforced rules.
Not a full fund administration suite
While it supports venture and deal workflows, it is not designed to replace core fund administration, accounting, or investor reporting systems. Firms may still need separate tools for portfolio valuations, capital calls/distributions, and LP reporting. This can lead to a multi-system environment that requires integration and data reconciliation.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Essential | $2,000 per user/year | Automated activity capture across email and calendar; Relationship scoring and strength indicators; Complete historical interaction context; Basic deal pipeline management; 40+ sources of data enrichment; Contact sales |
| Scale | $2,300 per user/year | Everything in Essential; Chrome and email extensions for deal sourcing; Enhanced relationship intelligence mapping; Deal velocity and conversion analytics; Mobile access to relationship insights; Contact sales |
| Advanced | $2,700 per user/year | Everything in Scale; AI-powered meeting intelligence; Scaled email communication and tracking; AI-powered alternative data research capabilities; Premium company and people data enrichment; Contact sales |
| Enterprise | Custom pricing (Contact sales) | Everything in Advanced; Enterprise-grade SSO authentication; Granular data access controls; Custom data governance frameworks; Full API access for tech stack integration; Contact sales |
Seller details
Affinity, Inc.
New York, NY, USA
2014
Private
https://www.affinity.co/
https://x.com/affinityinc
https://www.linkedin.com/company/affinityinc/
