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Affinity Review
Affinity helps private capital investors and teams find, manage, and close more deals by making relationship intelligence easily accessible. It leverages automation, data analysis, and artificial intelligence to streamline CRM tasks and provide actionable insights based on team networks, activities, and research.
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Affinity
AffinityAffinity Core Capabilities
Drive better investment decisions
Automation captures every interaction
AI enriches and scores networks
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Pricing
From$2000.00/yr
BillingPer seat
TrialAvailable
Who is Affinity for?
SMBs
Mid-market
Enterprise
Is Affinity easy to use?
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What are Affinity alternatives?
What is Affinity
Affinity is a relationship intelligence platform designed for private capital firms. It helps these firms automate deal tracking and improve investment decisions using AI and data. What sets Affinity apart is its ability to capture every interaction, enrich data from 40+ trusted sources, and analyze networks to find the best deals faster.
Affinity shines in deal sourcing, management, and relationship tracking. Users typically see faster, confident decisions right after adoption. It saves hours each week by automating manual data entry and syncing meetings and emails daily.
Affinity fits seamlessly into the GTM stack as a CRM with strong activity capture, data enrichment, and reporting features. It integrates well with email and other systems via APIs. However, it is not built for general sales teams or small businesses, focusing instead on private capital and investment workflows.
Ideal Customer Profile
Affinity is recommended for private capital firms like Kapor Capital and Motive Partners that want to find the right deals faster and make better investment decisions using AI and relationship data. It helps firms save time on manual work and track deals easily across the whole team.
SMBsMid-marketEnterprise
Key Features
Drive better investment decisions
Automation captures every interaction
AI enriches and scores networks
Integrate deal data firmwide
Activity capture from inboxes
Analyze deal and relationship data
Pricing
Affinity pricing starts at $2,000 per user per year with the Essential plan, offering automated activity capture, relationship scoring, and basic deal pipeline management. The Scale plan at $2,300 adds Chrome/email extensions, enhanced relationship mapping, and mobile insights, while the Advanced plan at $2,700 includes AI meeting intelligence, scaled email tracking, and premium data enrichment. The Enterprise plan requires contacting sales and adds enterprise SSO, granular data controls, custom governance, and full API access for complex workflows.
Starting price$2000.00
TrialAvailable
How simple is Affinity setup?
Affinity is mostly ready to use out of the box with basic account connection and activity capture setup, allowing quick firmwide adoption. For advanced features like data enrichment and custom workflows, expect a few hours of configuration involving team collaboration and data mapping.
Frequently asked questions
How to use Affinity?
Use Affinity to automate activity capture, enrich network data, score relationships, and manage deal pipelines effortlessly across your firm.
How much is Affinity?
Pricing ranges from $2,000 to $2,700 per user per year, with an Enterprise option available via custom contact.
Why choose Affinity?
Affinity offers AI-powered deal intelligence, automated data capture, and proven adoption driving 66% more deals reviewed annually.
How does Affinity work?
Affinity captures interactions automatically, enriches data with AI from 40+ sources, and surfaces insights for smarter investment decisions.
Is Affinity free?
No, Affinity is a paid CRM platform with customized pricing plans based on your firm's needs.
Is Affinity a partner?
Affinity is trusted and used by leading private capital firms and integrates with popular tech stacks.
How to learn Affinity?
Learn Affinity via their Resource Library, customer stories, Masterclass, webinars, and dedicated customer success managers.
What are Affinity alternatives?
Alternatives include traditional CRMs lacking AI-powered deal intelligence and automation tailored for private capital firms.
What are Affinity reviews?
Users highlight time savings (2.5 hours/week), increased deal flow (66%), and streamlined workflows with Affinity.
Does Affinity have an API?
Yes, Affinity offers full API access for tech stack integration and custom workflow automation.
Does Affinity have a trial or a demo?
Affinity provides demos on request to showcase platform capabilities and benefits.
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