Affinity
Relationship-intelligence CRM and agent platform for private capital
Overview
Affinity is a CRM built for venture capital, private equity and other private-capital firms. It captures email and calendar activity automatically to map a firm's relationship network and surface warm introductions, and since 2026 adds a hosted MCP server and Affinity Ascend agents for meeting prep, CRM updates and intro outreach. Plans are priced per user per year, from $2,000.
Pricing
Pricing shown for reference only. These figures reflect RECATOOLS research as of 14 Oct 2026 and may be out of date or incomplete. This is not financial or purchasing advice — always confirm the current price on the provider’s official website before making any decision.
- Automatic email and calendar activity capture
- Relationship scoring and warmest path to any contact
- Deal pipeline tracking and Affinity Labs early AI features
- Notetaker and AI Chat
- Affinity Ascend agents and hosted MCP server
- Inferred network connections; 100K API calls a month
- PitchBook, Dealroom and Crunchbase enrichment
- Company Growth Insights and Industry Insights
- Packaged integrations and Workflow Automations
- Fund-level permissions and enterprise SSO
- Custom data retention
- Unlimited API access, including MCP queries
Use cases
What you can produce with Affinity
- Every email, meeting and contact logged to deal records automatically from Gmail, Outlook and calendars
- The warmest introduction path to a target founder or LP, ranked by relationship strength
- A meeting brief assembled before each external meeting by the Meeting Prep agent
- Proposed CRM field updates drawn from meeting notes, approved in a few clicks
- Drafted warm-intro outreach that is tracked until someone replies
- Affinity pipeline and network data queried from Claude, ChatGPT, Gemini or Copilot through MCP
- Company records enriched with PitchBook, Dealroom and Crunchbase data on Advanced
Affinity solves the problem that kills most CRMs at investment firms, which is that nobody logs anything: it captures email and calendar activity on its own, scores relationship strength and shows the warmest route to a founder or LP. The 2026 additions, a hosted MCP server for Claude and ChatGPT and the Ascend agents for meeting briefs, CRM updates and intro drafts, build sensibly on that data.
It is not cheap. Published prices run from $2,000 to $2,700 per user per year, and the agents and MCP server need Scale or above. Excellent for deal teams that source through relationships; the wrong purchase for an ordinary sales pipeline.
What we found
Affinity is a CRM for private-capital firms, operated by Project Affinity, Inc. and headquartered in San Francisco. Ray Zhou and Shubham Goel started it in 2014, and TechCrunch reported an $80 million Series C led by Menlo Ventures in September 2021, taking total funding to about $120 million. Both founders stepped down as co-chief executives in May 2024, when Ken Fine took over, and stayed on as board members. The company is still privately held; its one acquisition of note was the technology and much of the team of Toronto-based Nudge.ai, announced in March 2020.
The foundation is automatic capture. Affinity reads a firm's email and calendar, builds a relationship graph, scores relationship strength and shows the warmest path to any contact, so the CRM fills itself in rather than waiting for partners to log meetings. In April 2026 it released a hosted MCP server that puts that data inside Claude, ChatGPT, Gemini and Copilot. In July it launched Affinity Ascend, an agent layer with three agents at launch: Meeting Prep, which assembles a brief before external meetings; Data Update, which reads meeting notes and proposes field changes for approval; and Warm Intros, which maps routes to a target and drafts the outreach. Affinity says agents work within the CRM's existing permissions and that it does not train models on an individual firm's data.
Unusually for the category, prices are published, per user per year and billed annually through sales: Essential $2,000, Scale $2,300 and Advanced $2,700, with Enterprise quoted. Ascend, AI Chat, Notetaker and the MCP server start at Scale, which includes 100,000 API calls a month. PitchBook, Dealroom and Crunchbase enrichment and workflow automations start at Advanced, and unlimited API calls at Enterprise.
Affinity says it serves more than 3,300 firms, including 40% of the venture market; those are its own figures. For general sales teams it is expensive and narrow. For venture and private-equity teams that source deals through warm introductions, it is built for exactly that job.
Compiled by RECATOOLS from public sources: vendor documentation and pricing, code repositories and published reporting.
About this listing
This entry was compiled from publicly available data including Affinity's official website, press releases, documentation, and reputable third-party publications. RECATOOLS is not affiliated with Affinity unless explicitly stated.
Third-party AI tools update their pricing, features, availability, and policies frequently. Information here may be outdated by the time you read this — we make reasonable efforts to keep listings current, but cannot guarantee absolute accuracy.
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