
Affinity
7.7#2 in social selling softwareFrom $2,000 a yearAndroidiOSWebAPI
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| Fact | Affinity | ListAlpha |
|---|---|---|
| Audience | Affinity identifies private equity, venture capital, private credit, investment banking, family offices, and other private capital teams among the industries it serves. | The maker describes the platform as purpose-built for private equity teams and lists private equity and venture capital as markets. |
| Data enrichment | Affinity enriches records from more than 40 sources, including PitchBook, Preqin and Grata. | The platform uses third-party data sources to keep contact details up to date. |
| Founded | Independent company profiles and funding coverage place Affinity's founding year in 2014. | 2021 |
| Headquarters | San Francisco, California, United States | London, United Kingdom |
| Integrations | Native connections include Gmail, Outlook, Slack, Microsoft Teams and PitchBook, with partner integrations such as Salesforce, Monday, Notion, Outreach and Preqin. | The maker describes Outlook email and calendar integration, OneNote sync, Microsoft Teams availability, and third-party APIs. |
| Onboarding | Affinity says standard onboarding is included with each subscription and covers data import, field mapping, and historical relationship data. | The maker says its onboarding team cleans and migrates historical data, with a stated migration timeline of under three weeks. |
| Product | Affinity describes itself as an AI-first CRM for private capital firms that helps them find, manage, and close deals. | ListAlpha is a CRM platform for private equity funds to manage, track, and store information about investment activities. |
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.
ListAlpha is designed for private equity teams, with private equity and venture capital listed as markets. It suits organizations needing deal pipelines, investor records, research, and relationship management.