Affinity
7.7#2 in social selling softwareFrom $2,000 a yearAndroidiOSWebAPI
VisitAffinity vs Navatar
What both publish
| Fact | Affinity | Navatar |
|---|---|---|
| Deal workflows | The CRM supports sourcing, deal-pipeline tracking, portfolio-company support, investor relations and fundraising workflows. | Its private equity CRM tracks sourcing, diligence, execution, LP management, and portfolio oversight, with pipeline stages and next-best actions updated automatically. |
| Headquarters | San Francisco, California, United States | The company lists its US office at 90 Broad Street, New York, NY 10004. |
| Integrations | Native connections include Gmail, Outlook, Slack, Microsoft Teams and PitchBook, with partner integrations such as Salesforce, Monday, Notion, Outreach and Preqin. | The company lists email, calendars, document management, portfolio systems, and external data providers as integrations for private equity teams. |
| Product | Affinity describes itself as an AI-first CRM for private capital firms that helps them find, manage, and close deals. | Navatar is an AI-powered CRM for private markets that combines firm knowledge with external market, company, and relationship intelligence. |
Affinity plans
- Essential$2,000 a year
- Scale$2,300 a year
- Advanced$2,700 a year
- EnterprisePriced on request
Navatar 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 Navatar if…
Navatar is aimed at deal teams, investor teams, and firm leadership in private equity, investment banking, private credit, venture capital, and hedge funds. It may suit firms seeking a Salesforce-based CRM for deal and investor workflows.