Affinity vs FamilyOffice.com Deal Pipeline CRM
Affinity
affinity.coFamilyOffice.com Deal Pipeline CRM
familyofficer.comSide by side
| Figure | Affinity | FamilyOffice.com Deal Pipeline CRM |
|---|---|---|
| Price from | $166.67/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 4 | 0 |
| Spec score · Investor Relationship Management Software | 9.3 (#1) | 7.1 (#23) |
| Audience | Affinity identifies private equity, venture capital, private credit, investment banking, family offices, and other private capital teams among the industries it serves. | FamilyOfficer says it is built for single and multi-family offices, family office investment leaders, principals, and lean private investment teams. |
| Compliance | Affinity lists SOC 2 Type II, ISO 27001, ISO 27017/27018, ISO 27701, GDPR/CCPA, and DORA among its security and compliance standards. | The maker says it does not assert third-party compliance certifications it has not implemented. |
| Integrations | Native connections include Gmail, Outlook, Slack, Microsoft Teams and PitchBook, with partner integrations such as Salesforce, Monday, Notion, Outreach and Preqin. | The security page says SSO can be configured for Google Workspace or Microsoft Azure AD and that multi-factor authentication is supported. |
| Product | Affinity describes itself as an AI-first CRM for private capital firms that helps them find, manage, and close deals. | FamilyOfficer describes Deal Pipeline CRM as a stage-gated pipeline for tracking private-market opportunities from first contact through investment committee. |
| Security | Affinity says sensitive data is encrypted at rest and in transit and production services run in an isolated AWS Virtual Private Cloud. | The maker describes role-based and deal-level access, document controls, logical data segregation, audit trails, and private deployment options; it explicitly makes no third-party certification claims on its security page. |
| 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. | The maker describes role-based and deal-level access controls, document controls, audit trails, and logical data segregation, and says private deployment options are available. |
Plans
Affinity
- Essential$2,000 a year
- Scale$2,300 a year
- Advanced$2,700 a year
- EnterprisePriced on request
In their own words
FamilyOffice.com Deal Pipeline CRM
FamilyOffice.com Deal Pipeline CRM has no write-up on Specifiction yet; its figures are above.