Affinity Review, Pricing & Features

Affinity is a relationship intelligence CRM built for venture capital and private equity dealmakers. See pricing, features, pros and cons, and FAQs.

Category
CRM
Pricing
custom, from Roughly 2,000 dollars per user per year, with an approximate 20,000 dollar annual minimum
Verified
Not yet
Last updated
July 19, 2026
Founded
2014
Headquarters
San Francisco, California, United States

What Is Affinity

Affinity is a relationship intelligence CRM built specifically for private capital dealmakers, including venture capital firms, private equity firms, and investment banks. Founded in 2014 and headquartered in San Francisco, Affinity focuses on the unique deal-sourcing and relationship-management needs of investment professionals rather than general sales teams.

The company's defining feature is automated relationship-data capture: Affinity ingests email and calendar activity across a firm's team to automatically build a network graph, reportedly covering more than 50 million people, without requiring manual data entry from analysts or partners.

Affinity is distinct from Affinity Photo or Affinity Designer, the unrelated creative software products from Serif; the affinity.co product covered here is purpose-built for capital markets and dealmaking workflows.

Key Features

Automated relationship capture is Affinity's core feature, analyzing email and calendar activity to surface who on a firm's team has the strongest existing relationship with a target company's founders or executives, revealing warm introduction paths for new deals.

Company profile enrichment automatically pulls in data like funding history and revenue signals, reducing manual research when evaluating a potential deal, while relationship scoring ranks the strength of connections to help partners prioritize outreach.

Affinity supports the full private capital lifecycle: deal sourcing and pipeline management, relationship and network management across the firm, and post-close portfolio or investor relations tracking, all within one platform.

Pricing

Affinity does not publish self-serve pricing; costs are quoted directly by the sales team based on firm size, module needs, and contract length.

Industry pricing references indicate costs of roughly 2,000 dollars or more per user per year, with an approximate 20,000 dollar annual minimum contract value, positioning Affinity as an enterprise-grade tool for professional investment firms rather than a low-cost, self-serve CRM.

Because pricing scales with team size and the modules a firm licenses (CRM, relationship intelligence, portfolio monitoring), total cost varies significantly between a small VC fund and a large private equity firm.

Key Features

Pros & Cons

Pros

  • Automated relationship capture removes the manual data-entry burden common in traditional CRMs
  • Purpose-built for venture capital, private equity, and investment banking dealmaking workflows
  • Warm-introduction discovery can meaningfully improve deal sourcing versus cold outreach
  • Backed by significant venture funding and a large customer base across 70-plus countries
  • Combines CRM, relationship intelligence, and portfolio tracking in one integrated platform

Cons

  • Pricing is not published and is positioned at an enterprise price point, roughly 2,000 dollars or more per user per year
  • Not suited for general sales teams or industries outside private capital and dealmaking
  • Automated email and calendar ingestion may raise data privacy considerations some firms need to evaluate
  • High annual minimum contract value makes it less accessible for very small or early-stage funds

Pricing

Frequently Asked Questions

What is Affinity used for?

Affinity is a relationship intelligence CRM used by venture capital, private equity, and investment banking teams to manage deal sourcing, relationships, and portfolio tracking.

How is Affinity different from a normal CRM?

Affinity automatically captures relationship data from email and calendar activity to build a network graph, rather than relying on manual contact logging like traditional CRMs.

How much does Affinity cost?

Affinity does not publish self-serve pricing; industry references suggest roughly 2,000 dollars or more per user per year with an approximate 20,000 dollar annual minimum, quoted directly through sales.

Is Affinity the same as Affinity Photo or Affinity Designer?

No, Affinity (affinity.co) is an unrelated relationship-intelligence CRM for dealmakers; Affinity Photo and Affinity Designer are separate creative software products made by Serif.

Who uses Affinity?

Affinity is used primarily by venture capital firms, private equity firms, and investment banks, reportedly serving more than 3,000 customers across more than 70 countries.

When was Affinity founded?

Affinity was founded in 2014 and is headquartered in San Francisco, California.

Does Affinity help with deal sourcing?

Yes, Affinity's relationship scoring and warm-introduction discovery features are specifically designed to help dealmakers identify the best path to a new deal through existing team relationships.

Has Affinity raised venture funding?

Yes, Affinity has raised institutional funding, including an 80 million dollar Series C round, from investors such as Menlo Ventures, Advance Venture Partners, 8VC, and MassMutual Ventures.

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