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Affinity Logo

AI-first private capital CRM

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Affinity - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: August 2026

Affinity overview

What is Affinity?

Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship and deal data, Affinity automatically captures interactions, maps your firm's network, and surfaces the connections that move deals forward. Ascend, Affinity’s agent platform, handles the procedural work at every deal stage so teams can focus on the judgment-intensive work that drives returns. Trusted by more than 3,300 private capital firms, Affinity transforms relationship capital into a measurable competitive advantage. Powered by 31B+ interactions and 130B+ relationships, Affinity helps firms uncover opportunities sooner, move with greater conviction, and build an intelligence layer that compounds over time.

Starting price

Free

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Affinity’s user interface

Ease of use rating:

Affinity reviews

Overall rating

4.7

/5

3

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1.00/10
Rating distribution

5

4

3

2

1

2

1

0

0

0

Affinity's key features

Most critical features, based on insights from Affinity users:

CRM
Contact management
Reporting/Analytics

All Affinity features

Features rating:

Activity dashboard
Alerts/Notifications
API
Calendar management
Campaign management
Contact management
CRM
Customizable fields
Customizable reports
Data import/export
Document storage
Drag & drop
Email marketing
Interaction tracking
Lead capture
Lead management
Mobile access
Pipeline management
Real-Time data
Reminders
Reporting/Analytics
Sales pipeline management
Sales reports
Sales trend analysis
Task management
Third-Party integrations
Workflow management

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Affinity pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Affinity price and value

Value for money rating:

Affinity support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

24/7 (Live rep)
Knowledge Base
Email/Help Desk
Chat

Training options

Live Online
Webinars
Documentation
Videos

Affinity FAQs

Q. Who are the typical users of Affinity?

Affinity has the following typical customers:
Small Business, Mid-size Business, Large Enterprises

These products have better value for money


Q. Does Affinity support mobile devices?

Affinity supports the following devices:
iPhone, iPad, Android


Q. What level of support does Affinity offer?

Affinity offers the following support options:
24/7 (Live rep), Knowledge Base, Email/Help Desk, Chat

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