| 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 · Relationship Intelligence Software | 9.3 (#1) | 6.7 (#26) |
| Integrations | Native connections include Gmail, Outlook, Slack, Microsoft Teams and PitchBook, with partner integrations such as Salesforce, Monday, Notion, Outreach and Preqin. | The site names Salesforce, DealCloud, PitchBook, SharePoint, fund administration systems, email, Slack, Addepar, SS&C, and Dropbox among connected systems or integrations. |
| Product | Affinity describes itself as an AI-first CRM for private capital firms that helps them find, manage, and close deals. | Virgil resolves fragmented firm data into a verified intelligence layer for AI-native funds and banks. |
| Security | Affinity says sensitive data is encrypted at rest and in transit and production services run in an isolated AWS Virtual Private Cloud. | Virgil says it is SOC 2 Type II certified and provides dedicated isolated infrastructure for each customer. |
| 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. | Virgil says it is SOC 2 Type II certified and lists dedicated customer infrastructure, TLS 1.2+ in transit, AES-256 encryption at rest, and SSO support. |
