✓ Affinity
CRM Software for Private Capital
A CRM built for private capital firms to turn team relationships into dealflow.
Why we recommend them
Affinity is a relationship intelligence CRM for private equity, venture capital, investment banking, and other private capital firms. It automatically captures data from email, calendar, and meetings to keep pipelines current, surfaces warm introduction paths across a team's network, and adds AI-driven enrichment and analytics for deal sourcing, portfolio support, and investor relations.
✓Automates activity capture from email and calendar to reduce manual CRM data entry
✓Surfaces warm introductions by mapping team-wide relationships to target companies
✓Pricing is custom/quote-based via demo request; no public free tier listed
What we actually verified
9/10 TrustScore✓Money-back guarantee verified“…alid Request. We will work to respond to your Valid Request within 45 days of receipt. We will not charge you a fee for making a ”
—Free trial available
✓Reachable customer service“…add on for Enterprise plans, connect with Affinity Sales at [email protected] to discuss your account. Collaborator seats Use you”
✓No fine-print return conditions
✓No unrealistic claims detected
Vetted 2026-07-21 · How we vet →
Common questions about Affinity
Is Affinity legit and safe to buy from?
Yes — Affinity passed the WhatiseBrokering.com vetting checklist (try before you buy, no fine-print returns, a real way to reach them, realistic claims only) before being listed. We remove companies that stop meeting the standard.
Can I try Affinity before committing, or get my money back?
Every company in our directory must offer a free trial or, at minimum, a 7-day money-back guarantee from the day your product arrives — with no fine-print return conditions like "unopened" or "original packaging". Affinity met this requirement at the time of vetting.
How do I reach Affinity if something goes wrong?
Affinity publishes a real customer-service contact (phone or email) — that's a listing requirement. If you can't get a response, tell us at [email protected] and we'll review their listing.
Why is Affinity listed on WhatiseBrokering.com?
We discovered and vetted Affinity ourselves. They don't pay us anything — they're listed purely because they meet the standard.
Had a bad experience with Affinity?
This directory only works if every listing keeps earning its place. If Affinity didn't live up to the standard — refused a return, unreachable support, misleading claims, anything — tell us. We'll re-review them against our vetting criteria, and if they're not abiding by our rules, we remove the listing. No exceptions, no pay-to-stay.