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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.