| 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) | 6.8 (#24) |
| Deal workflows | The CRM supports sourcing, deal-pipeline tracking, portfolio-company support, investor relations and fundraising workflows. | Its private equity CRM tracks sourcing, diligence, execution, LP management, and portfolio oversight, with pipeline stages and next-best actions updated automatically. |
| Headquarters | San Francisco, California, United States | The company lists its US office at 90 Broad Street, New York, NY 10004. |
| Integrations | Native connections include Gmail, Outlook, Slack, Microsoft Teams and PitchBook, with partner integrations such as Salesforce, Monday, Notion, Outreach and Preqin. | The company lists email, calendars, document management, portfolio systems, and external data providers as integrations for private equity teams. |
| Product | Affinity describes itself as an AI-first CRM for private capital firms that helps them find, manage, and close deals. | Navatar is an AI-powered CRM for private markets that combines firm knowledge with external market, company, and relationship intelligence. |
| Security | Affinity says sensitive data is encrypted at rest and in transit and production services run in an isolated AWS Virtual Private Cloud. | Navatar says client data is never used to train public models and never leaves its secure environment. |
