Affinity
7.7#2 in social selling softwareFrom $2,000 a yearAndroidiOSWebAPI
VisitAffinity vs FamilyOffice.com Deal Pipeline CRM
FamilyOffice.com Deal Pipeline CRM
5.6#23 in investor relationship management softwareWeb
VisitWhat both publish
| Fact | Affinity | FamilyOffice.com Deal Pipeline CRM |
|---|---|---|
| Audience | Affinity identifies private equity, venture capital, private credit, investment banking, family offices, and other private capital teams among the industries it serves. | FamilyOfficer says it is built for single and multi-family offices, family office investment leaders, principals, and lean private investment teams. |
| Compliance | Affinity lists SOC 2 Type II, ISO 27001, ISO 27017/27018, ISO 27701, GDPR/CCPA, and DORA among its security and compliance standards. | The maker says it does not assert third-party compliance certifications it has not implemented. |
| Integrations | Native connections include Gmail, Outlook, Slack, Microsoft Teams and PitchBook, with partner integrations such as Salesforce, Monday, Notion, Outreach and Preqin. | The security page says SSO can be configured for Google Workspace or Microsoft Azure AD and that multi-factor authentication is supported. |
| Product | Affinity describes itself as an AI-first CRM for private capital firms that helps them find, manage, and close deals. | FamilyOfficer describes Deal Pipeline CRM as a stage-gated pipeline for tracking private-market opportunities from first contact through investment committee. |
Affinity plans
- Essential$2,000 a year
- Scale$2,300 a year
- Advanced$2,700 a year
- EnterprisePriced on request
FamilyOffice.com Deal Pipeline CRM plans
No prices published.
Pick Affinity if…
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.
Pick FamilyOffice.com Deal Pipeline CRM if…
It suits single- and multi-family offices, principals, and lean investment teams managing direct acquisitions, co-investments, fund commitments, or other private-market deal flow.