Affinity

Spec sheet

What it does

Affinity is an AI-first CRM for private-capital firms that captures interactions, maps firm relationships and surfaces connections that can advance deals.Read 15 Oct 2026 · affinity.co

Product

Affinity describes itself as an AI-first CRM for private capital firms that helps them find, manage, and close deals.Read 8 Oct 2026 · affinity.co

Audience

Affinity identifies private equity, venture capital, private credit, investment banking, family offices, and other private capital teams among the industries it serves.Read 8 Oct 2026 · affinity.co

Integrations

Native connections include Gmail, Outlook, Slack, Microsoft Teams and PitchBook, with partner integrations such as Salesforce, Monday, Notion, Outreach and Preqin.Read 15 Oct 2026 · affinity.co

Security

Affinity says sensitive data is encrypted at rest and in transit and production services run in an isolated AWS Virtual Private Cloud.Read 8 Oct 2026 · affinity.co

Compliance

Affinity lists SOC 2 Type II, ISO 27001, ISO 27017/27018, ISO 27701, GDPR/CCPA, and DORA among its security and compliance standards.Read 8 Oct 2026 · affinity.co

Headquarters

San Francisco, California, United StatesRead 28 Sep 2026 · affinity.co

Founded

Independent company profiles and funding coverage place Affinity's founding year in 2014.Read 15 Oct 2026 · inc.com

Activity capture

Affinity captures email and calendar activity to create and update people and company records, reducing manual data entry.Read 8 Oct 2026 · affinity.co

AI agents

Affinity Ascend agents prepare meetings, capture conversations and update pipeline and CRM records for private-capital workflows.Read 15 Oct 2026 · affinity.co

AI features

Scale includes AI Chat, meeting Notetaker, Affinity Ascend agents, and a hosted MCP server for accessing Affinity data from AI tools.Read 8 Oct 2026 · affinity.co

AI-tool connectivity

A hosted MCP server connects Affinity data to Claude, ChatGPT, Gemini and Copilot for querying and updating CRM information.Read 15 Oct 2026 · affinity.co

Analytics

The product provides reporting and analytics over network, deal and portfolio activity.Read 15 Oct 2026 · affinity.co

API limits

The pricing page lists 100,000 API calls per month for Scale and Advanced and unlimited calls for Enterprise.Read 8 Oct 2026 · affinity.co

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.Read 15 Oct 2026 · api-docs.affinity.co

API versions

The documentation says API v2 is current but does not yet have feature parity with v1.Read 15 Oct 2026 · api-docs.affinity.co

API webhooks

The API supports webhook subscriptions, with a documented limit of three webhook subscriptions per Affinity instance.Read 15 Oct 2026 · api-docs.affinity.co

Automatic activity capture

Affinity automatically records email, calendar and meeting activity and creates or updates CRM records without manual entry.Read 15 Oct 2026 · affinity.co

Company headquarters and size

Crunchbase lists San Francisco, California headquarters and a 251–500 employee range.Read 15 Oct 2026 · crunchbase.com

Company legal name

Crunchbase identifies the legal entity as Affinity Inc., also known as Robyn, founded by Drew Oetting, Ray Zhou and Shubham Goel.Read 15 Oct 2026 · crunchbase.com

Data enrichment

Affinity enriches records from more than 40 sources, including PitchBook, Preqin and Grata.Read 15 Oct 2026 · affinity.co

Deal workflows

The CRM supports sourcing, deal-pipeline tracking, portfolio-company support, investor relations and fundraising workflows.Read 15 Oct 2026 · affinity.co

Developer documentation

Public documentation covers authentication, data models, entities, fields, interactions, notes, webhooks, rate-limit endpoints, examples and a dated changelog.Read 15 Oct 2026 · api-docs.affinity.co

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.Read 15 Oct 2026 · affinity.co

Funding

TechCrunch reported an $80 million Series C in September 2021, bringing total funding to $120 million since the 2014 founding.Read 15 Oct 2026 · techcrunch.com

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.Read 15 Oct 2026 · affinity.co

Limit: customization and integrations

G2 reviewers report limited customization, insufficient integration breadth and requests for direct LinkedIn connectivity.Read 15 Oct 2026 · g2.com

Limit: mobile app

G2 and App Store reviewers criticize the mobile app for limited workflows, including difficulty creating opportunities or editing lists.Read 15 Oct 2026 · apps.apple.com

Limit: price

G2 reviewers describe Affinity as expensive, with pricing harder to justify for smaller or emerging teams.Read 15 Oct 2026 · g2.com

Limit: reporting and UX

G2 reviewers say the user experience needs updating and that reporting and analytics can feel clunky.Read 15 Oct 2026 · g2.com

Mobile

Affinity’s mobile app provides enriched company and people data, relationship history, meeting information, and deal pipeline actions on the go.Read 8 Oct 2026 · affinity.co

Notable news: API and integrations

An Affinity release update dated August 3, 2026 highlighted profile/search improvements, Kanban and Notetaker changes, and API and automation upgrades.Read 15 Oct 2026 · affinity.co

Notable news: ISO 27001

Affinity announced achievement of ISO 27001 certification on April 16, 2026, alongside existing ISO 27017, ISO 27018, SOC 2 Type II and GDPR claims.Read 15 Oct 2026 · affinity.co

Onboarding

Affinity says standard onboarding is included with each subscription and covers data import, field mapping, and historical relationship data.Read 8 Oct 2026 · affinity.co

Permissions

Administrators can apply team-, deal- and user-level permissions, scoped external sharing, audit trails and IP allowlists.Read 15 Oct 2026 · affinity.co

Praise: network visibility

G2 reviewers say the relationship graph and automatic interaction capture improve collaboration, deal sourcing and visibility into firm contacts.Read 15 Oct 2026 · g2.com

Praise: usability and Gmail

G2 reviewers repeatedly praise Affinity's intuitive workflow, Gmail integration, centralized relationship data and reduced duplicate data entry.Read 15 Oct 2026 · g2.com

Public API

Affinity exposes REST APIs for reading and writing CRM objects, authenticated with API keys using Basic or Bearer authentication.Read 15 Oct 2026 · api-docs.affinity.co

Rating on Apple App Store

3.3 out of 5 from 38 ratingsRead 15 Oct 2026 · apps.apple.com

Rating on Capterra

4.7 out of 5 from 3 reviewsRead 15 Oct 2026 · capterra.com

Rating on Chrome Web Store

3.7 out of 5 from 10 ratingsRead 15 Oct 2026 · chromewebstore.google.com

Rating on G2

4.4 out of 5 from 73 reviewsRead 15 Oct 2026 · g2.com

Rating on GetApp

4.7 out of 5 from 3 reviewsRead 15 Oct 2026 · getapp.com

Rating on Google Play

3.3 out of 5 from 22 reviewsRead 15 Oct 2026 · play.google.com

Relationship intelligence

The platform scores relationship strength from communication patterns and identifies warm introduction paths across a firm's network.Read 15 Oct 2026 · affinity.co

Security certifications

Affinity states that it holds SOC 2 Type II, ISO 27001, ISO 27017, ISO 27018, ISO 27701 and GDPR/DPF compliance credentials.Read 15 Oct 2026 · affinity.co

Security controls

The company states that data is encrypted at rest and in transit, hosted in an isolated AWS VPC, protected by multifactor controls, annual penetration tests and a bug-bounty programme.Read 15 Oct 2026 · affinity.co

Self-hosting

Affinity describes production hosting in an isolated AWS Virtual Private Cloud and does not document a self-hosted deployment option.Read 15 Oct 2026 · affinity.co

System requirements

The App Store listing requires iOS 18.1 or later on iPhone and iPad.Read 15 Oct 2026 · apps.apple.com

Plans and prices

Every Affinity plan and price →

Where Specifiction places it

• Social Selling Software#1 of 329.3
• Relationship Intelligence Software#1 of 269.3
• Investor Relationship Management Software#1 of 259.3