| Price from | $166.67/mo | $135/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 4 | 3 |
| Spec score · Investor Relationship Management Software | 9.3 (#1) | 7.5 (#14) |
| Audience | Affinity identifies private equity, venture capital, private credit, investment banking, family offices, and other private capital teams among the industries it serves. | The maker describes the platform as purpose-built for private equity teams and lists private equity and venture capital as markets. |
| Data enrichment | Affinity enriches records from more than 40 sources, including PitchBook, Preqin and Grata. | The platform uses third-party data sources to keep contact details up to date. |
| Founded | Independent company profiles and funding coverage place Affinity's founding year in 2014. | 2021 |
| Headquarters | San Francisco, California, United States | London, United Kingdom |
| Integrations | Native connections include Gmail, Outlook, Slack, Microsoft Teams and PitchBook, with partner integrations such as Salesforce, Monday, Notion, Outreach and Preqin. | The maker describes Outlook email and calendar integration, OneNote sync, Microsoft Teams availability, and third-party APIs. |
| Onboarding | Affinity says standard onboarding is included with each subscription and covers data import, field mapping, and historical relationship data. | The maker says its onboarding team cleans and migrates historical data, with a stated migration timeline of under three weeks. |
| Product | Affinity describes itself as an AI-first CRM for private capital firms that helps them find, manage, and close deals. | ListAlpha is a CRM platform for private equity funds to manage, track, and store information about investment activities. |
