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Affinity

CRM Software ยท SaaS

Overview

Employees

290

Founded

2014

Revenue

$22M

Location

San Francisco, California, United States

Industry

information technology & services

About

Affinity is a relationship intelligence CRM designed for private capital and other relationship-driven firms. It automates data capture from emails, calendars, and meetings, providing insights into relationships and deal opportunities without the need for manual updates. The platform helps teams maintain an up-to-date pipeline and identifies connections to key decision-makers at target companies.

The core product, Affinity CRM, is an AI-first system that auto-populates pipelines and facilitates warm introductions to advance deals. It also includes an agent platform called Ascend, which streamlines procedural tasks across deal stages, allowing teams to focus on higher-value work. Affinity serves a diverse clientele, including private equity, venture capital, investment banking, and professional services, with over 3,000 organizations utilizing its platform globally. Founded in 2014 and headquartered in San Francisco, Affinity is backed by notable investors such as Menlo Ventures and MassMutual Ventures.

Technologies(146)

Google Search ConsoleApple Business ManagerAWS CloudGoogle WorkspaceCloudFlare CDNZendesk for ServiceAmazon Route 53Cloudflare DNSApple School ManagerGmailAtlassianFigmaGoogle MeetLoomMicrosoft 365
Show all 146 technologies
Zoom MeetingsNotionAdobeAmazon AWSWebflow HostingSalesforce Marketing Cloud Account EngagementAnthropic ClaudeCursorDocuSignZendeskZendesk Support SuiteCloudFlareGoogle Font APIAmazon CloudFrontMobile FriendlyjQueryViewport MetaHSTSWebflowGSAPAhrefsGoogle Tag ManagerGoogle Hosted LibrariesOpen GraphLucideHTTP/3Adobe FontsZoho CRMModePythonSWIFTUikitXcodeGemKotlinJetpackCircleCIfastlaneGitHub ActionsRuby On RailsPostgreSQLRESTGraphQLAWS Trusted AdvisorKubernetesBriteVerifyRedisTypeScriptReactAWS AnalyticsNetSuiteFloQastRampRipplingCarta.NETebsRelaMetro CreativeXCallMiner EurekaArcSales Cloud EinsteinSalesforce Service CloudLeanDataOutreach.ioClariCGI MomentumGainsightTableauFivetranZoomInfoApexMySQLGoogle AlloyDB for PostgreSQLAmazon OpenSearch ServiceApache Spark SQLMLlibGoogle Ads ConversionNtiretySalesforce6senseGoogleGoogle Cloud LookerTorOdoo CRMGoogle AdsLinkedIn AdsFacebook PixelAIStoryboard to SwiftUI ConverterVectorAmazon S3RubyAmazon RDS for MySQLDatabricksApache SparkZoomdataDoorDashSageICPAffinity PhotoYouTubeTikTokLinkedin Marketing SolutionsSAMSalesforce Sales CloudSalesLoftSQLClaude CodeX (Twitter)Reddit for businessBufferBuzzsproutCanvaAdobe Creative SuiteApache KafkaMakeTerraformAWS BedrockCPG DragonflydbtGitSOQLDell EMC PowerScaleAvalaraChromeJiraOutlookVitalsPHPJava

Keywords(131)

crmrelationship intelligencepipeline managementcontact managementlead generationbusiness developmentdeal managemententerprise softwaresales & marketingventure capitalfinancesoftwareinformation technologysoftware developmentnatural language processing
Show all 131 keywords
relationship-driven dealmakingrelationship network extensionrelationship network visualizationmobile appcustomer engagementrelationship strength scoringrelationship data securityinvestment bankingrelationship network insightsdata enrichmentrelationship automation workflowsportfolio supportservicesrelationship data synchronizationinvestor relationsrelationship path discoveryrelationship strength indicatorsrelationship health scoringrelationship analyticsautomated activity capturedeal sourcing automationconsultingrelationship health analyticsrelationship data analysis toolsrelationship network optimizationactivity captureaccelerators & incubatorsrelationship mappingdeal sourcingdata securityprofessional servicesrelationship data integrationautomated data capturerelationship data analysisrelationship network analysisrelationship analytics toolsrelationship management automationnetwork analysisenterprise securityai-powered insightsasset managementanalyticsrelationship insightscrm for private capitalrelationship data enrichmentrelationship mapping toolsrelationship data sourcesdata sciencerelationship intelligence platformdata managementuser experienceautomationrelationship management toolsrelationship opportunity identificationrelationship intelligence toolscustomer relationship managementworkflow automationb2bthird-party data integrationsecurities and commodity contracts intermediation and brokeragecommunication stream analysisrelationship opportunity detectionrelationship health monitoringfinancial servicesrelationship automationrelationship scoringdeal flow automationprivate equityportfolio managementdeal flow managementnetwork managementintegrationai insightscompany insightscold outreachfundraising toolscollaboration toolsemail integrationsalesforce integrationautomated reportsclient managementdecision making supportinvestor networkingperformance benchmarkingteam collaborationdata analyticsreal-time data updatescustomer insightsevent managementmarketing automationcrm customizationoutreach trackingclient retentionstrategic planningmeeting optimizationtask managementsales enablementdata compliancemarket researchci/cd integrationsmobile accesssaassalesenterprisescomputer softwareinformation technology & servicesmarketing & advertisingartificial intelligencecapital marketscomputer & network securityprofessional training & coachinguxventure capital & private equityevents servicesmarketingproductivity

Industry Codes

SIC 6732SIC 7372NAICS 5231NAICS 513210