Relationship intelligence CRM purpose-built for private capital markets and dealmaking teams.
Affinity CRM helps private equity and VC firms source deals, manage relationships, and close faster with AI-powered relationship intelligence and automated data capture. The platform automatically creates records by syncing email and calendar events, enriching profiles with data from over 40 trusted sources.
Affinity serves over half of top private capital firms with tools for deal sourcing, portfolio management, LP relationship tracking, and analytics reporting.
4Degrees
4Degrees CRM
4degrees.ai
Altvia
AIMe, Altvia Platform, CRM for Private Capital
altvia.com
Dynamo Software
Dynamo CRM
dynamosoftware.com
Intapp
Intapp DealCloud
intapp.com
Juniper Square
Juniper Square Investor CRM
junipersquare.com
Centralize
Relationship Intelligence Platform
usecentralize.com
Lighthouse
Venture Capital CRM
trylighthouse.vc
| Attribute | Affinity CRM for Private Capital | 4Degrees CRM | AIMe, Altvia Platform, CRM for Private Capital | Dynamo CRM | Intapp DealCloud | Juniper Square Investor CRM | Relationship Intelligence Platform | Venture Capital CRM | |
|---|---|---|---|---|---|---|---|---|---|
| Provider |  | | | | | | | | |
| Founded | 2014 | 2017 | 2006 | 1998 | 2000 | 2014 | 2023 | 2024 | |
| Sells To | Enterprise | Enterprise | Enterprise | — | Enterprise | — | Enterprise | — | |
| Pricing Model | Recurring, Software, Transactional | Recurring, Software | Recurring, Software | — | Recurring, Software | — | Recurring, Software | B2B Subscription | |
| Ownership | Venture-backed | Venture-backed | Private equity-backed, Venture-backed | — | Public | — | Venture-backed | Private |
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
Provider
Founded 2006
Sells To Enterprise
Pricing Model Recurring, Software
Ownership Private equity-backed, Venture-backed
Provider
Founded 1998
Sells To —
Pricing Model —
Ownership —
Provider
Founded 2000
Sells To Enterprise
Pricing Model Recurring, Software
Ownership Public
Deal CRM helps managers track and manage deals, LPs, and pipeline within the fund lifecycle platform.
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Deal CRM helps managers track and manage deals, LPs, and pipeline within the fund lifecycle platform.
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