
Affinity offers patented tech for automated relationship management, prioritizing connections, and discovering opportunities.
Affinity was founded in 2014 with the thesis that relationship data lives in communication streams rather than static CRM systems. The company is headquartered in San Francisco with remote employees across the United States, Canada, the United Kingdom, and Spain.
In May 2024, Affinity appointed Ken Fine as Chief Executive Officer to lead the company's next phase of growth. The company has raised 120 million USD across six funding rounds, including an 80 million USD Series C led by Menlo Ventures in September 2021.
Affinity is a relationship intelligence CRM purpose-built for private capital markets including private equity, venture capital, and investment banking. The platform automatically captures data from email, calendar, and meetings to keep pipelines current without manual updates.
Affinity leverages AI and natural language processing to surface relationship insights, warm introductions, and deal opportunities. The platform serves over half of top private capital firms with tools for deal sourcing, portfolio management, and LP relationship tracking.
Deal-driven teams need CRM systems that surface relationship paths instead of requiring manual contact logging.
Affinity targets private capital, banking, and consulting firms where warm introductions determine pipeline success.
Affinity differentiates through automated data capture that syncs communications and enriches records from over 40 trusted sources including PitchBook, Dealroom, and Crunchbase. This eliminates manual CRM data entry while providing real-time relationship intelligence across firm networks.
The platform AI-powered Deal Assist feature, launched in October 2024, enables conversational querying of deal materials and automated meeting preparation. Affinity also offers MCP connectivity to major AI tools including Claude, ChatGPT, Copilot, and Gemini, allowing firms to access CRM data from wherever they work.