How does Affinity automate data entry?

Affinity connects directly to your team's email (Gmail/Outlook) and calendar. It analyzes metadata to automatically create contacts, companies, and interaction timelines without manual input.

What is a 'Relationship Strength' score?

It is a proprietary metric that measures the health of a connection by analyzing the volume, frequency, and recency of communications between your team and an external contact.

Does Affinity offer an API?

Yes, Affinity provides a REST API that allows firms to sync data with other internal tools, though access limits may vary by pricing tier.

Is Affinity suitable for small teams?

While powerful, Affinity is positioned as a premium tool for private capital. Smaller emerging managers often use it to scale, but pricing is typically billed annually per user.

Can I use Affinity within Salesforce?

Yes, Affinity offers 'Affinity for Salesforce,' which brings its relationship intelligence and automated data capture features directly into the Salesforce ecosystem.

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CRM

Paid

Affinity

AI-powered relationship intelligence CRM for private capital that automates data capture and maps professional networks to accelerate deal flow and surfacing warm introductions.

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Rating

Reviews

Upvotes

3 months ago

Listed

CRM

Relationship Intelligence

Venture Capital

Private Equity

Sales Automation

Data Enrichment

Deal Flow

Networking

AI Meeting Assistant

Tool information

Provider

Affinity

Platforms

Web

iOS

Android

Chrome Extension

Languages

English

API Available

Yes

Added to directory

3 months ago

Last updated

about 1 month ago

Rating

Not available

Pricing

Paid

About Affinity

What the tool does and who it's for

Affinity is an AI-driven relationship intelligence platform specifically designed for private capital firms, including venture capital, private equity, and investment banking. Unlike traditional CRMs that require manual data entry, Affinity automatically captures data from emails, calendars, and third-party sources to map out a firm's collective network. It uses AI to calculate relationship strength scores, summarize meetings, and provide industry insights, helping dealmakers find warm introductions and manage pipelines more efficiently.

Key capabilities

Automated Data Capture: Syncs with Gmail and Outlook to automatically create contact profiles and timelines.

Relationship Intelligence: Scores the strength of connections based on interaction frequency and recency.

AI Notetaker: Automatically joins meetings to transcribe audio and generate concise deal-focused summaries.

Industry Insights: AI-generated competitive landscape analysis for companies within your pipeline.

Pathfinder Extension: Access relationship data and update lists directly from LinkedIn or company websites.

Affinity Analytics: Built-in dashboards to track deal velocity, team activity, and sourcing performance.

Contact Enrichment: Automatically pulls firmographic data and executive bios into the CRM.

Mobile App: Full access to relationship insights and pipeline management on the go.

Pricing

Paid — plans below

Essential

$2,000 /user/year

Automated activity capture
Relationship management
Basic pipeline tracking
Gmail/Outlook integration

Scale

Advanced

$2,700 /user/year

AI Notetaker & Call summarization
Industry insights
Advanced analytics
Priority support

Enterprise

Contact Sales

Single Sign-On (SSO)
Unlimited API access
Dedicated account manager
Enhanced security & compliance

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