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Affinity
What Affinity is
Affinity is an AI-first CRM for private capital firms, designed to help them find, manage, and close deals. It captures email and calendar activity to create and update people and company records, reducing manual data entry. Its relationship intelligence maps connections across a firm, indicates relationship strength, and surfaces possible warm introduction paths. Deal workflows cover sourcing and management, portfolio support, investor relations, and fundraising. The mobile app provides enriched company and people data, relationship history, meeting information, and deal pipeline actions. Affinity lists Android, iOS, web, API, and extension access. Its integrations page covers native, third-party, and custom connections, including Microsoft Teams, PitchBook, Dropbox, and Crunchbase. Scale adds AI Chat, a meeting Notetaker, Affinity Ascend agents, and a hosted MCP server for accessing Affinity data from AI tools. The service describes team-, deal-, and user-level permissions, as well as collaborator seats for scoped access by people outside the investment team. Standard onboarding is included with each subscription and covers data import, field mapping, and historical relationship data. Annual per-user pricing starts at $2,000 a year for Essential; there is no free plan.
Who it suits
Affinity is suited to private capital teams, including private equity, venture capital, private credit, investment banking, family offices, and related firms. Teams that want email and calendar activity captured in their CRM, firmwide relationship insights, and deal workflows may find its feature set relevant.
What it does well
- Captures email and calendar activity to maintain people and company records.
- Maps firm relationships and surfaces relationship strength and possible warm introductions.
- Supports sourcing, deal management, portfolio support, investor relations, and fundraising.
- Mobile app includes relationship history, meeting information, and deal pipeline actions.
- Integrations include Microsoft Teams, PitchBook, Dropbox, and Crunchbase.
- Standard onboarding covers data import, field mapping, and historical relationship data.
What to know first
- There is no free plan.
- Essential costs $2,000 a year per user, billed annually.
- Enterprise uses custom pricing.
- Scale and Advanced each list a 100,000 API-call monthly limit.
Limits
There is no free plan. The cheapest listed plan, Essential, costs $2,000 a year per user, billed annually. Scale and Advanced each allow 100,000 API calls per month; Enterprise lists unlimited API access.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Essential | per user / year; billed annually · Automatic email/calendar capture · relationship scoring · firmwide interaction history · deal pipeline · Affinity Labs early AI access | $2,000 a year |
| Scale | per user / year; billed annually · Everything in Essential · Notetaker · AI Chat · Affinity Ascend agents · hosted MCP · inferred network connections | $2,300 a year |
| Advanced | per user / year; billed annually · Everything in Scale · PitchBook/Dealroom/Crunchbase enrichment · Company Growth Insights · packaged integrations · workflow automations · Industry Insights | $2,700 a year |
| Enterprise | custom pricing; contact sales · Everything in Advanced · fund-level permissions · enterprise SSO · custom retention · unlimited API/MCP calls · dedicated implementation and success support add-on | On request |
As affinity.co lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://www.affinity.co/.
- Select an annual subscription plan for the team.
- Use the included standard onboarding for data import, field mapping, and historical relationship data.
- Connect relevant native, third-party, or custom integrations, such as Microsoft Teams, PitchBook, Dropbox, or Crunchbase.
- Use the web, Android, iOS, API, or extension access listed for Affinity.
Verdict
Choose Affinity if your private capital team needs activity capture, relationship intelligence, and deal workflows in a CRM. Its mobile app, integrations, and included onboarding add coverage for teams working across devices and systems. Look elsewhere if you need a free plan or if annual per-user pricing does not fit your budget.
Questions
How much does Affinity cost?
Essential is $2,000 a year per user, billed annually. Scale is $2,300 a year per user and Advanced is $2,700 a year per user, both billed annually. Enterprise uses custom pricing.
Does Affinity offer a free plan?
No. Affinity is listed as having no free plan.
Which platforms does Affinity support?
Affinity lists Android, iOS, web, API, and extension platforms.
Which industries does Affinity serve?
Affinity identifies private equity, venture capital, private credit, investment banking, family offices, and other private capital teams.
What integrations are available?
Affinity lists native, third-party, and custom connections, including Microsoft Teams, PitchBook, Dropbox, and Crunchbase.
What does onboarding include?
Standard onboarding is included with each subscription and covers data import, field mapping, and historical relationship data.
Facts from Affinity's own pages
- Activity capture
- Affinity captures email and calendar activity to create and update people and company records, reducing manual data entry. · affinity.co, 8 Oct 2026
- AI agents
- Affinity Ascend agents prepare meetings, capture conversations and update pipeline and CRM records for private-capital workflows. · affinity.co, 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. · affinity.co, 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. · affinity.co, 15 Oct 2026
- Analytics
- The product provides reporting and analytics over network, deal and portfolio activity. · affinity.co, 15 Oct 2026
- API limits
- The pricing page lists 100,000 API calls per month for Scale and Advanced and unlimited calls for Enterprise. · affinity.co, 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. · api-docs.affinity.co, 15 Oct 2026
- API versions
- The documentation says API v2 is current but does not yet have feature parity with v1. · api-docs.affinity.co, 15 Oct 2026
- API webhooks
- The API supports webhook subscriptions, with a documented limit of three webhook subscriptions per Affinity instance. · api-docs.affinity.co, 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. · affinity.co, 8 Oct 2026
- Automatic activity capture
- Affinity automatically records email, calendar and meeting activity and creates or updates CRM records without manual entry. · affinity.co, 15 Oct 2026
- Company headquarters and size
- Crunchbase lists San Francisco, California headquarters and a 251–500 employee range. · crunchbase.com, 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. · crunchbase.com, 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. · affinity.co, 8 Oct 2026
- Data enrichment
- Affinity enriches records from more than 40 sources, including PitchBook, Preqin and Grata. · affinity.co, 15 Oct 2026
- Deal workflows
- The CRM supports sourcing, deal-pipeline tracking, portfolio-company support, investor relations and fundraising workflows. · affinity.co, 15 Oct 2026
- Developer documentation
- Public documentation covers authentication, data models, entities, fields, interactions, notes, webhooks, rate-limit endpoints, examples and a dated changelog. · api-docs.affinity.co, 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. · affinity.co, 15 Oct 2026
- Founded
- Independent company profiles and funding coverage place Affinity's founding year in 2014. · inc.com, 15 Oct 2026
- Funding
- TechCrunch reported an $80 million Series C in September 2021, bringing total funding to $120 million since the 2014 founding. · techcrunch.com, 15 Oct 2026
- Headquarters
- San Francisco, California, United States · affinity.co, 28 Sept 2026
- Integrations
- Native connections include Gmail, Outlook, Slack, Microsoft Teams and PitchBook, with partner integrations such as Salesforce, Monday, Notion, Outreach and Preqin. · affinity.co, 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. · affinity.co, 15 Oct 2026
- Limit: customization and integrations
- G2 reviewers report limited customization, insufficient integration breadth and requests for direct LinkedIn connectivity. · g2.com, 15 Oct 2026
Where Affinity stands on Freedom251
- Social Selling Software#6 of 32
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- Relationship Intelligence Software#10 of 26