Affinity CRM

Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle.

Built on a decade of proprietary relationship and deal data, Affinity automatically captures interactions, maps your firm's network, and surfaces the connections that move deals forward. The Affinity app puts that intelligence in your pocket: check a contact's history, log a note after a meeting, or see who on your team has the strongest relationship with a company, wherever you are.

Ascend, Affinity's agent platform, handles the procedural work at every deal stage so your team can focus on the judgment-intensive work that drives returns.

Trusted by more than 3,300 private capital firms, Affinity transforms relationship capital into a measurable competitive advantage. Powered by 31B+ interactions and 130B+ relationships, Affinity helps firms uncover opportunities sooner, move with greater conviction, and build an intelligence layer that compounds over time.

Learn more at affinity.co.