✓ Affinity
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
8.5/10 TrustScore✓Money-back guarantee verified
—Free trial available
✓Reachable customer service[email protected]
✓No fine-print return conditions
✓No unrealistic claims detected
Vetted 2026-07-21 · How we vet →
Straight referral — we earn nothing from this link.
What real customers say
4.8/5 from 60 reviews on Trustpilot
Independent review excerpts via Trustpilot — refreshed automatically · last checked 2026-08-27. Ratings are shown as-is, good or bad.
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. Independent Trustpilot reviewers rate Affinity 4.8/5 across 60 reviews — shown on this page as-is, good or bad.
Can I get my money back from Affinity if it's not right?
Yes — our vetting verified a money-back guarantee published on Affinity's own site, with no fine-print return conditions like "unopened" or "original packaging" detected 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. During vetting we found [email protected] published on their site. 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.
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