Affinity

The product is an AI-first CRM for private capital that captures emails, meetings and calendar activity to map relationship strength, surface warm introductions to decision-makers, and manage deal sourcing, pipeline, portfolio support and investor relations. It sells to private capital firms including private equity, venture capital, private credit, investment banking and asset management, serving deal teams, investors, investor relations and operations and data management roles. It is delivered as a SaaS platform with embedded AI agents, mobile access, integrations and an open API platform.

Key features

• Automatic email and calendar activity capture
• Relationship strength scoring
• Warm path to decision-makers
• Data enrichment and relationship graph
• AI agents for meeting prep
• Automated pipeline and CRM updates
• Analytics and reporting
• Data permissions and security controls
• Mobile relationship and deal access
• Integrations with AI tools and Snowflake
• Open API and MCP platform