Affinity CRM

The relationship intelligence CRM for dealmakers

Use your relationships to find, manage, and close more deals.

A CRM designed for private capital dealmaking

Affinity brings together relationship intelligence, deal sourcing, deal flow management, portfolio support, fundraising, and analytics that integrate directly with how you work. Affinity automatically captures and manages your network across founders, investors, and others who can get you that warm introduction while giving you the data to source your next deal.

Relationship insights that drive deals

Affinity automatically captures relationship insights, enabling you to manage your network directly in your CRM. This provides the warmest and fastest path to the person who can help you find, manage, and close high quality deals.

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Escape from CRM data drudgery

Save 200+ hours of manual data entry and updates per year. Every person or company you interact with automatically creates a CRM record that is enriched with the data you need to build deals. All interactions are captured, giving everyone the visibility to quickly and confidently move deals forward.

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Manage your deals with ease

Track your dealflow and opportunity updates where you work, and manage your Monday morning meeting with ease. With Affinity you can take immediate action to keep deals moving forward in your CRM, when researching startups in your browser, and while working in your email.

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Build high quality deal flow with Affinity CRM

Affinity brings together research tools with startup and founder data, directly integrated within the CRM—saving hours previously spent finding and filtering the best investment targets. Every relationship, business, and deal insights can also be accessed from your email or browser without ever having to go back into your CRM to find the information

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Giving dealmakers 100s of hours back to focus on investing

No dealmaker should have to spend half their week creating contacts in a CRM or manually entering data into a deal targeting sheet. Affinity automates these processes, enabling investors to focus on deal sourcing, moving their deals forward, working with founders, and sharing with investors.

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Why our customers love Affinity

We tried three market-leading CRMs but were never completely happy, and then we found Affinity. It’s genius — intuitive, flexible, super smart. What an effective CRM should be.
Dan Bowyer
Partner & Co-Founder, SuperSeed
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"Affinity keeps us organized! It is perfectly tailored to what we need. Cataloging all of our emails and grouping them by an organization made it much easier to track contacts and report on how we’re managing deal flow. "
Adam Struck
Founder and Managing Partner, Struck Capital
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"Affinity has helped us centralize our CRM efforts in the most automated way. By organizing our pipeline, community, to-do’s, and distributing our Alliances to portfolio companies. "
Michael Tam
Partner, Craft Ventures
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"All our data is now centralized in Affinity, so information is never siloed with a single team member and we all understand the relationships among the entire team’s business network."
Kevin Zhang
Partner, Bain Capital Ventures
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I built one of the first CRMs — Dynodex — in 1989, I feel like I’ve been waiting for a decent replacement for 30 years, now I’ve found it in Affinity. It automates many of the rote tasks and “digital fork-lifting” of legacy CRMs
Brian Smiga
Partner, Alpha Venture Partners
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"A product that has truly changed the way I work and made me so much more efficient across the team! Amazing and recommend to all! "
Harry Stebbings
Founder, Stride.VC
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"Affinity Alliances truly operationalizes our executive network. I use it every day to better understand the relationships I can leverage across Fidelity."
Alessandro Vigilante
VP Corporate Business Development, Fidelity
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“We've started to use Affinity Pathfinder on websites and LinkedIn, and it’s very valuable. It's easy for somebody to go to a website and see who we know without having to go to Affinity and look it up.”
Caroline Haun
Operations Director, 8VC
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“A lot of CRMs provide structured data management, but in the end we had to do the data entry ourselves, and that was a no-go for us. Affinity’s automation and data enrichment meant we could focus on the thing that really matters to us: building relationships, gaining insights, and supporting the portfolio companies.”
Sven Rossmann
Chief Investment Officer, ABACON CAPITAL
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“We tracked 1,000 companies that turned into nine investments—with Affinity we now understand the characteristics that led to those investments so we can make better investments, faster.”
Amy Francetic
Managing General Partner, Buoyant Ventures
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"We use Affinity Analytics to slice and dice everything to understand our decision making and see if there's a pattern. Feedback cycles in VC are long by nature. So we really try to make the most of the few information points available."
Fabian Krautwurst
Principal, Cavalry Ventures
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“There are a lot of jobs to be done in venture. We’re always sourcing and fundraising, but we're also always looking to be human in those processes, and Affinity helps us do that most effectively.”
Kelly Graziadei
Founder & General Partner, f7 Ventures
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“Affinity creates visibility across teams, so if an investor chatted with someone […], then folks from our portfolio development team can go into that company's profile in Affinity and see how long the two have been communicating and ask for an introduction. That is the relationship intelligence that we're trying to unlock and super-power within Munich Re Ventures.”
Pedro Carrasco
Senior Operations Manager, Munich Re Ventures
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“When founders come to me with requests, I use our network to source solutions. I call Affinity our ‘relationship ChatGPT’ because this is how we keep track of folks in our network.”
Amira Ouji
Senior Director of Portfolio Success, Revolution's Rise of the Rest Fund
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“What attracted us to Affinity was the fact that they were really focused on Venture Capital customers… this is a CRM for VCs.”
Nolan English
Director of Portfolio Services, SOSV
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“The combination of the CRM value plus a database approach for deal flow management is ultimately why we ended up going with Affinity.”
J. Skyler Fernandes
Founder and General Partner, VU Ventures
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"Investment banking is nothing, if not, a relationship business, and Affinity is now core to our success."
Rudy Burger
Founder and Managing Partner, Woodside Capital Partners
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"Our clients want to know that we have key access to decision-makers. We’re able to show them this by showing them the core of our CRM system—Affinity. It’s about being honest and truthful—that is what matters to clients."
Mirko Heide
Managing Director, IEG
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"Because Affinity is more intuitive [than our old system], you don’t have to go through a big training program. If we wanted to properly scale our old system, it would have taken up to twenty hours of onboarding training for new team members. Now, everyone is able to use Affinity immediately."
Michael Lamm
Co-founder & Managing Partner, CAS
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Interested in learning more?

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