Affinity
Affinity is an AI-first CRM for private capital firms, with tools for sourcing and managing deals, supporting portfolios, investor relations, and fundraising.
What Affinity is
Affinity is an AI-first CRM for private capital firms, with tools for sourcing and managing deals, supporting portfolios, investor relations, and fundraising. It captures email and calendar activity to create and update people and company records, while mapping firm relationships to show connection strength and possible warm introductions. Plans range from Essential at $2,000 a year per user, billed annually, to Scale at $2,300 a year per user and Advanced at $2,700 a year per user, both billed annually; Enterprise uses custom pricing. Scale adds AI Chat, a meeting Notetaker, Affinity Ascend agents, and a hosted MCP server. Advanced adds enrichment, packaged integrations, and workflow automations. The mobile app offers company and people information, relationship history, meeting details, and deal pipeline actions. Affinity supports Android, iOS, web, API, and extension access. Listed integrations include Microsoft Teams, PitchBook, Dropbox, and Crunchbase. Standard onboarding includes data import, field mapping, and historical relationship data.
Good
- Captures email and calendar activity for records.
- Maps relationship strength and possible warm introductions.
- Supports sourcing, portfolio, investor relations, and fundraising workflows.
- Mobile app includes deal pipeline actions.
- Standard onboarding covers imports and field mapping.
Watch out
- No free plan.
- Enterprise pricing is custom and not listed.
Who it suits
Affinity suits private capital teams, including private equity, venture capital, private credit, investment banking, and family offices. It is relevant to teams that want deal workflows and relationship information in one CRM.
Verdict
Affinity brings relationship intelligence and private-capital deal workflows together, with plans that add AI tools and integrations. Its listed per-user annual plans start at 2000.00 USD, and there is no free plan.
Plans and prices
From Affinity's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Essential | $2,000 a year | Automatic email/calendar capture · relationship scoring · firmwide interaction history · deal pipeline · Affinity Labs early AI access · per user / year; billed annually |
| Scale | $2,300 a year | Everything in Essential · Notetaker · AI Chat · Affinity Ascend agents · hosted MCP · inferred network connections · per user / year; billed annually |
| Advanced | $2,700 a year | Everything in Scale · PitchBook/Dealroom/Crunchbase enrichment · Company Growth Insights · packaged integrations · workflow automations · Industry Insights · per user / year; billed annually |
| Enterprise | Priced on request | Everything in Advanced · fund-level permissions · enterprise SSO · custom retention · unlimited API/MCP calls · dedicated implementation and success support add-on · custom pricing; contact sales |
The facts
Each one read from Affinity's own pages, with the date it was checked.
What it does
- Activity capture
- Affinity captures email and calendar activity to create and update people and company records, reducing manual data entry.checked 8 Oct 2026
- AI agents
- Affinity Ascend agents prepare meetings, capture conversations and update pipeline and CRM records for private-capital workflows.checked 15 Oct 2026
- AI features
- Scale includes AI Chat, meeting Notetaker, Affinity Ascend agents, and a hosted MCP server for accessing Affinity data from AI tools.checked 8 Oct 2026
- AI-tool connectivity
- A hosted MCP server connects Affinity data to Claude, ChatGPT, Gemini and Copilot for querying and updating CRM information.checked 15 Oct 2026
- Analytics
- The product provides reporting and analytics over network, deal and portfolio activity.checked 15 Oct 2026
- API limits
- The pricing page lists 100,000 API calls per month for Scale and Advanced and unlimited calls for Enterprise.checked 8 Oct 2026
- API rate limits
- The documentation lists 100,000 monthly calls for Scale and Advanced, unlimited monthly calls for Enterprise, and a 900-calls-per-user-per-minute ceiling.checked 15 Oct 2026
- API versions
- The documentation says API v2 is current but does not yet have feature parity with v1.checked 15 Oct 2026
- API webhooks
- The API supports webhook subscriptions, with a documented limit of three webhook subscriptions per Affinity instance.checked 15 Oct 2026
- Audience
- Affinity identifies private equity, venture capital, private credit, investment banking, family offices, and other private capital teams among the industries it serves.checked 8 Oct 2026
- Automatic activity capture
- Affinity automatically records email, calendar and meeting activity and creates or updates CRM records without manual entry.checked 15 Oct 2026
- Compliance
- Affinity lists SOC 2 Type II, ISO 27001, ISO 27017/27018, ISO 27701, GDPR/CCPA, and DORA among its security and compliance standards.checked 8 Oct 2026
- Data enrichment
- Affinity enriches records from more than 40 sources, including PitchBook, Preqin and Grata.checked 15 Oct 2026
- Deal workflows
- The CRM supports sourcing, deal-pipeline tracking, portfolio-company support, investor relations and fundraising workflows.checked 15 Oct 2026
- Developer documentation
- Public documentation covers authentication, data models, entities, fields, interactions, notes, webhooks, rate-limit endpoints, examples and a dated changelog.checked 15 Oct 2026
- Documentation and support
- Affinity links a Help Center and support resources from its main site, while its API documentation provides extensive endpoint-level reference material and examples.checked 15 Oct 2026
- Funding
- TechCrunch reported an $80 million Series C in September 2021, bringing total funding to $120 million since the 2014 founding.checked 15 Oct 2026
- Integrations
- Native connections include Gmail, Outlook, Slack, Microsoft Teams and PitchBook, with partner integrations such as Salesforce, Monday, Notion, Outreach and Preqin.checked 15 Oct 2026
- License model
- Affinity's terms grant limited, nonexclusive and nontransferable use of the service and prohibit copying, scraping, decompiling and reverse engineering; the service is not offered under an open-source licence.checked 15 Oct 2026
- Limit: customization and integrations
- G2 reviewers report limited customization, insufficient integration breadth and requests for direct LinkedIn connectivity.checked 15 Oct 2026
The company
- Company headquarters and size
- Crunchbase lists San Francisco, California headquarters and a 251–500 employee range.checked 15 Oct 2026
- Company legal name
- Crunchbase identifies the legal entity as Affinity Inc., also known as Robyn, founded by Drew Oetting, Ray Zhou and Shubham Goel.checked 15 Oct 2026
- Founded
- Independent company profiles and funding coverage place Affinity's founding year in 2014.checked 15 Oct 2026
- Headquarters
- San Francisco, California, United Stateschecked 28 Sep 2026
