Founded by Ray Zhou in 2014
Manage investment deal flow and investor relationships automatically
Pricing model
Paid
Rating
★ People love it
Time to value
Quick Setup (< 1 hour)
You can use Affinity to manage deal pipelines, track interactions, and map professional relationships across private equity and venture capital investments. It captures emails, meetings, and calendar events automatically to keep contact records up to date without manual data entry. It scores connection strength between team members and external contacts to reveal warm introduction paths. You can also review automated meeting briefs, enrich company profiles with market data, and track communications with founders, bankers, and limited partners throughout the entire investment lifecycle.
What Affinity does
Pricing breakdown
Pricing model: Paid
Frequently asked
PitchbookWant a tailored answer?
See whether Affinity fits your stack.
Techbible weighs Affinity against what you already pay for, your team shape, and the work that's actually happening. Free to start.
Side by side
Compare Affinity
Search the catalog or pick a similar tool to compare pricing, features, and fit.
Or pick from similar tools
More in CRM
All tools →HubSpot
Manage incoming leads, track sales deals, and send automated email campaigns
Folk
Manage sales pipelines, enrich contact details, and send personalized follow-up emails across channels
Hearth AI
Manage your personal and professional relationships and remember important details about people
Pipedrive
Track visual sales pipelines, automate follow-up emails, and forecast revenue growth
Streak
Manage sales pipelines, contacts, and email tracking directly inside Gmail
Table AI
Sync contacts, meetings, and conversations across multiple channels to maintain professional relationships
absolute labs
Engage crypto consumers across ecommerce stores and apps using blockchain data
Agora
Manage real estate investments, onboard investors, distribute tax documents, and handle fund accounting