Affinity CRM
Provider 
Founded 2014
Sells To Enterprise
Pricing Model Recurring, Software, Transactional
Ownership Venture-backed

Affinity CRM is a relationship intelligence platform for private capital deal teams.
Affinity CRM is a customer relationship management platform for private capital firms, combining automatic capture of email, calendar, and meeting activity with relationship intelligence, data enrichment, and deal pipeline management. It serves private equity, venture capital, and private credit investors that need deal-level privacy and a clear view of their relationships with founders, bankers, and advisers.
The platform adds analytics and reporting across deal and relationship data, exposes an open API and integrations for third-party systems, and includes AI-assisted workflows that prepare meeting briefs and propose CRM updates for review. Affinity CRM is the flagship offering of Affinity and is sold through the company's official website.
4Degrees

4Degrees CRM
4degrees.ai
Attio

Attio CRM
attio.com
Dynamo Software

Dynamo CRM
dynamosoftware.com
Intapp

Intapp DealCloud
intapp.com
| Attribute | Affinity CRM | 4Degrees CRM | Attio CRM | Dynamo CRM | Intapp DealCloud | |
|---|---|---|---|---|---|---|
| Provider | ||||||
| Founded | 2014 | 2017 | 2019 | 1998 | 2000 | |
| Sells To | Enterprise | Enterprise | — | — | Enterprise | |
| Pricing Model | Recurring, Software, Transactional | Recurring, Software | Subscription | — | Recurring, Software | |
| Ownership | Venture-backed | Venture-backed | — | — | Public |
Provider 
Founded 2014
Sells To Enterprise
Pricing Model Recurring, Software, Transactional
Ownership Venture-backed
Provider 
Founded 2017
Sells To Enterprise
Pricing Model Recurring, Software
Ownership Venture-backed
Founded 2019
Sells To —
Pricing Model Subscription
Ownership —
Provider 
Founded 1998
Sells To —
Pricing Model —
Ownership —
Provider 
Founded 2000
Sells To Enterprise
Pricing Model Recurring, Software
Ownership Public


Altvia's CRM centralizes investor, deal, and interaction data for private capital firms.


Deal CRM helps managers track and manage deals, LPs, and pipeline within the fund lifecycle platform.


Intelligent CRM platform purpose-built for wealth management firms and registered investment advisors.


Pipedrive provides a sales-focused CRM with visual pipeline management for small and midsize sales teams.


AI-powered CRM workspace designed for financial advisors and wealth management firms.


Cloud CRM for sales pipeline, lead management, quoting, and project tracking with built-in AI features.


Altvia is an engagement platform for private capital firms covering CRM and fundraising.


Follow Up Boss is a real estate CRM for agents and teams with 250+ integrations and AI features.


Juniper Square Investor CRM is a customer relationship platform built for private markets capital raising and limited partner interactions.


Lighthouse provides venture investors with integrated sourcing, CRM, and relationship-management software.

Altvia's CRM centralizes investor, deal, and interaction data for private capital firms.

Deal CRM helps managers track and manage deals, LPs, and pipeline within the fund lifecycle platform.

Intelligent CRM platform purpose-built for wealth management firms and registered investment advisors.

Pipedrive provides a sales-focused CRM with visual pipeline management for small and midsize sales teams.

AI-powered CRM workspace designed for financial advisors and wealth management firms.

Cloud CRM for sales pipeline, lead management, quoting, and project tracking with built-in AI features.

Altvia is an engagement platform for private capital firms covering CRM and fundraising.

Follow Up Boss is a real estate CRM for agents and teams with 250+ integrations and AI features.

Juniper Square Investor CRM is a customer relationship platform built for private markets capital raising and limited partner interactions.

Lighthouse provides venture investors with integrated sourcing, CRM, and relationship-management software.

Close CRM is a sales platform combining calling, email, SMS, pipelines, and an AI agent in one tool.
