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 keeps that intelligence with you between meetings. Check a contact's history, log a note, or see who on your team has the strongest connection to a company, all from your phone.

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.

Learn more at affinity.co.