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Affinity Logo
Affinity
4.6
(63)
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Affinity Reviews & Product Details

Affinity Overview
What is Affinity?

Affinity is a software platform designed specifically for venture capital (VC) firms, private equity (PE) firms, and investment banking. It's tailored to address the unique needs of these industries, especially in managing relationships and deal flows.


Affinity is also often used as Venture Capital Management of choice in Private Equity and Venture Capital tech stacks.

Company Affinity
Year founded 2014
Company size 51-200 employees
Headquarters San Francisco, California, United States
Social Media
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$29.00/month
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Affinity Product Details
Capabilities
AI
API
Segment
Small Business
Mid Market
Enterprise
Deployment Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone
Support Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Training Documentation, Videos, Webinars
Languages English
Affinity Pros and Cons
Pros
  • Lightweight speed: Unlike Illustrator, Affinity doesn’t take up a huge amount of space on your computer. You can pan and zoom at 60FPS, access live previews and enjoy features with smooth speed.
  • Flexibility: Make designs as simple or complex as you like. The Affinity Designer has an engine that can genuinely handle hundreds of objects with no lag. The company advertises “thousands”, but we didn’t put that to the test.
  • Live outlines and grids: It’s easy to create accurate designs when you can create live outlines and grids to suit you.
Cons
  • 'Some limitations on your exporting options for files (no AI)
  • No artificial intelligence enhancements like with Illustrator
Affinity Features
API Integration
Analytics and Reporting
Benchmarking
CRM Integration
Capital Call Management
Collaboration Tools
Compliance management
Contact Management
Customizable Dashboards
Data Visualization
Deal Flow Management
Document Management
Due Diligence
Email Integration
Exit Strategy Planning
Expense Tracking
Financial Modeling
Fundraising Management
Investment Tracking
Investor Relations Management
Investor Reporting
Mobile Access
Performance Metrics
Pipeline Management
Portfolio Tracking
Risk Management
Scenario Analysis
Secondary Market Management
Task Management
Valuation Management
Affinity Media
Affinity video thumbnail
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Affinity Screenshots
Affinity screenshot 1
Affinity screenshot 2
Affinity screenshot 3
Affinity screenshot 4
Affinity screenshot 5
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: August 06, 2025
Affinity Logo
63 Affinity Reviews
4.6 out of 5
Small Business (50 or fewer emp.)
Feb 12, 2024
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Stellar product for all sorts of relationship related research"
What do you like best about Affinity?

It's intuitive and easy to use. It's great to work across the team, and it's pretty powerful when digging and searching through your network and your allies network.

What do you dislike about Affinity?

It can get a bit expensive, but we've found it to be worth it's weight in gold when it comes to relationship management. Finding that right fit customer, client, user, inside of an org., pays for itself.

What problems is Affinity solving and how is that benefiting you?

Mostly sales and investor relationship and search

Mid Market (51-1000 emp.)
Jan 19, 2024
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Changed the way we do business development"
What do you like best about Affinity?

We procured Affinity when our M&A advisory team moved to a larger platform and we needed a much more robust platform than our generic CRM for tracking all of our collective relationships as a group, and especially so as we added members to our team. All of us have the platform open nearly our entire day, whether to maintain BD worklists, track deal outreach, take meeting / market intel notes, plan marketing campaigns, maintain coverage universes, or quickly refresh ourselves on our past interaction history with a given company / person, among others. Affinity is an unbelievably easy to use platform and has a lot of automation to remove a lot of the manual data entry tasks we used to have to allocate time to.

What do you dislike about Affinity?

We occasionally stumble upon small workflow painpoints, but the Affinity team has always been very responsive to feature ideas / requests, up to and including the CEO.

What problems is Affinity solving and how is that benefiting you?

Business development organization and coverage management.

Small Business (50 or fewer emp.)
May 24, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Fantastic! Intuitive platform that has improved our CRM dramatically, with a supportive CS team."
What do you like best about Affinity?

Automatically feeding in email and contact data, their responsive and fantastic CS team, and how easy to use and intuitive the platform is.

What do you dislike about Affinity?

Nitpicking here but would be great to have a global view across all our teams, and integration with OneNote if possible!

What problems is Affinity solving and how is that benefiting you?

Improving our deal flow management, and relationship management with our prospective and current portfolio companies. It is making our processes more efficient.

Small Business (50 or fewer emp.)
May 10, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Quick to start, easy to use"
What do you like best about Affinity?

The automatic population of a company record by just entering its name or url.

What do you dislike about Affinity?

The less-friendly functionalities to update company and contact details if it does not exist in the Affinity database.

What problems is Affinity solving and how is that benefiting you?

The ability to help track the startups engaged and the status of engagement.

Small Business (50 or fewer emp.)
May 10, 2023
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Most automated/seamless CRM I've ever used. And best CRM customer service I've ever experienced."
What do you like best about Affinity?

Very minimal manual input is necessary. Highly automated.

What do you dislike about Affinity?

I don't need all the email notifications. Have to adjust in my settings.

What problems is Affinity solving and how is that benefiting you?

Relationship tracking, deal pipeline tracking, network development

Small Business (50 or fewer emp.)
Apr 05, 2022
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Affinity = Efficiency"
What do you like best about Affinity?

I love how helpful Affinity is in saving time and gathering information!

What do you dislike about Affinity?

N/A - Always happy to see updates & new features though!

What problems is Affinity solving and how is that benefiting you?

I am able to find answers to questions without taking the added time to directly ask someone a question that I can find the answer to in Affinity. I am able to pull information quickly & accurately for anyone on our team!

Small Business (50 or fewer emp.)
Dec 16, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Collaborative & Effective"
What do you like best about Affinity?

I've been able to effectively collaborate with key team members to amplify our networks. The ability to have so much collaboration creates more value across our networks. I've also found the product to be extremely easy to use.

What do you dislike about Affinity?

So far so good! There isn't anything I don't dislike.

What problems is Affinity solving and how is that benefiting you?

Managing relationships -- tracking recent contact points. Combining networks -- to surface new connections.

Small Business (50 or fewer emp.)
Jun 05, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Effective CRM for Logging Contacts & Relationships"
What do you like best about Affinity?

Affinity has been a refreshing tool for our CRM, as we migrated from a competing platform to Affinity. We are an investment firm and primarily use the CRM to log contacts, map relationships, strengths of those connections, and map our deal pipeline. The ability to map email activity has been a game changer!

What do you dislike about Affinity?

This is not a "dislike" but more of an adjustment for our firm as we transitioned Interface is more "trendy" (e.g. responsive design, sleek interface) which was a cultural adjustment for our firm as we were not used to the more "modern" style versus more traditional CRMs that are more clunky. We also know there are some adjustments and improvements to come in terms of time-series reporting and analytics, which will be helpful.

What problems is Affinity solving and how is that benefiting you?

Firstly, we had a problem previously with communicating with contacts across the team; we'd step on each others' toes but now we've avoided doing so. This has resulted in more seamless communication. Secondly, we have been using Affinity for logging all of our tracked investment prospects. This has been useful in tracking entities across the lifecycle.

Small Business (50 or fewer emp.)
Jun 05, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Tried other things, Affinity works great"
What do you like best about Affinity?

Affinity provides extreme clarity on the relationships in our network, especially to overlapping ones. We don't have to manually figure out relationship strengths. That process is time-consuming, and reaching out from the wrong point of contact can lead to dead ends.

What do you dislike about Affinity?

Nothing I can think of. Every feature has been useful.

What problems is Affinity solving and how is that benefiting you?

Saves time, optimizes for replies, and helps find the most authentic avenue to engage + keep relationships.

Mid Market (51-1000 emp.)
Jun 05, 2020
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Great tool for managing lists with nice integrations into related services"
What do you like best about Affinity?

The API and integrations are definitely the most valuable piece of this from my perspective (IT)

What do you dislike about Affinity?

The limitations around calculated formulas, although they are working on solving this with integrations into GSheets, and other components.

What problems is Affinity solving and how is that benefiting you?

We're using this as our core CRM that centralizes all the data and information we use to manage our deal pipeline.

Small Business (50 or fewer emp.)
Sep 10, 2019
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Excellent CRM"
What do you like best about Affinity?

The ability to see relationship strength within my network lets me understand who is best able to introduce me or who within my company already knows a company and may have met with them in the past.

What do you dislike about Affinity?

We don't keep our meeting notes in Affinity and use Google Docs/Evernote instead as you can't save templates and it's challenging to export for drafting ICMs.

What problems is Affinity solving and how is that benefiting you?

It helps me save time in getting intros to companies and understanding who my colleagues know and which companies they're speaking to.

Small Business (50 or fewer emp.)
Aug 21, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Pipeline management is a breeze now that we have Affinity"
What do you like best about Affinity?

There are three aspects of Affinity that I like best. The first one is the platform's overall ease of use and the fact that it helps organize our pipeline much more easily. The second aspect is Affinity's Gmail plug-in that allows me to upload an opportunity onto the Affinity platform while I have an e-mail related to the opportunity open. The third aspect of Affinity that I really appreciate is its stellar support team. They helped my company and me on several occasions with building reports and optimizing the platform so that it can meet our needs as closely as possible.

What do you dislike about Affinity?

There isn't much to dislike. At one point I was having trouble configuring a report, but, as I mentioned in my third point of what it is that I like best, the stellar customer service came to my aid and helped me quickly resolve my issue.

What problems is Affinity solving and how is that benefiting you?

I don't believe that I have Affinity Relationship Intelligence, but the regular Affinity platform provides insights on the relationships I have and potential introducers that can help me meet new founders.

Small Business (50 or fewer emp.)
Aug 15, 2018
 Source
Overall Rating:
5.0
AG
Verified Reviewer
Founder
Share
"Couldnt live without it"
What do you like best about Affinity?

Affinity makes everything in my network easily searchable, automatically gathers tons of data so i dont have to enter it, and is my go to for managing professional relationships.

What do you dislike about Affinity?

It took me some time to get used to the lists functionality, but now that i have it down i make tons of customized lists and use the product for pipeline

What problems is Affinity solving and how is that benefiting you?

Affinity provides me with invaluable insights into my networks, and how to best leverage it to be more efficient. There have been so many times I have used Affinity to remember when I last spoke to someone, what introductions i have given/received, to track down files, etc. that is so much easier in Affinity than trying to remember the right search terms for an email search.

Small Business (50 or fewer emp.)
Apr 13, 2022
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"The CRM that tracks everything..."
What do you like best about Affinity?

I like how it aggregates data and allows you to add personalised values that can be used to track certain specific data points relevant to our business.

What do you dislike about Affinity?

The downsides are that often we input a lot of data, but can't always visualise it in a helpful way to our colleagues. Ends up only being relevant to the users who use it frequently, rather than those in your organisation unfamiliar with the product.

What problems is Affinity solving and how is that benefiting you?

Been able to keep track of important pieces of information relating to our LPs (investors) allowing us to make informed decisions and bespoke and relevant outreach campaigns. Also been able to track the movement of our investors through the pipeline, making it obvious which investors are progressing quicker and more seriously than others, which can serve as a prompt to nudge earlier conversations along the funnel if needs be.

Small Business (50 or fewer emp.)
Apr 07, 2022
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Important tool for VCs"
What do you like best about Affinity?

For bigger teams, it is essential to have accurate tracking of all the interactions you have with entrepreneurs, and affinity does this very well. It is a place to centralize most information you have about your pipeline.

What do you dislike about Affinity?

There are some minor bugs that still need to be corrected, and it could be easier to export data to excel to extract more specific insights. Would love to see a LinkedIn messages integration.

What problems is Affinity solving and how is that benefiting you?

Affinity basically eliminates the need to constantly message your colleagues asking if they talked to a specific company in the past, increasing the team's productivity.

Small Business (50 or fewer emp.)
Jun 25, 2020
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Great tool to keep track of long term relationships"
What do you like best about Affinity?

I like the way Affinity scrapes emails and makes my relationships and conversations known before I reach out to a prospect. Also love how easy it is to create various columns and use filters

What do you dislike about Affinity?

I think the dashboards and reporting need some improvement

What problems is Affinity solving and how is that benefiting you?

Multiple members of the team work with a prospect and we need notes and context across the firm to make the experience seamless and this helps us with that

Small Business (50 or fewer emp.)
Jul 29, 2019
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Investor"
What do you like best about Affinity?

I really like how easy it is to use and track various relationships.

What do you dislike about Affinity?

There needs to be an easier way to link various individuals to deals.

What problems is Affinity solving and how is that benefiting you?

Client relation management

Small Business (50 or fewer emp.)
Aug 24, 2018
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"The best CRM for Startups and Investors - and priced accordingly"
What do you like best about Affinity?

Seamless email & calendar integration shows past and upcoming touch points making it easy to maintain momentum. Additionally, the product is being actively developed, the team has already implemented some improvements based on feedback I've given.

What do you dislike about Affinity?

Only negatives are the price and the notes feature that doesn't support rich text.

What problems is Affinity solving and how is that benefiting you?

Keeping track of all my active deals Maintaining regular cadence with ongoing partners Ensuring nothing slips through the cracks

Small Business (50 or fewer emp.)
Apr 13, 2022
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Head of Capital"
What do you like best about Affinity?

Efficiently tracking contacts and relationships

What do you dislike about Affinity?

Platform can be quite slow and clunky at times

What problems is Affinity solving and how is that benefiting you?

We are tracking our customer conversations

Small Business (50 or fewer emp.)
Apr 06, 2022
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Productivity boost"
What do you like best about Affinity?

User-friendly and easy-to-learn CRM platform. Much more adapted to VC use-cases than alternatives (including the CRM we were using before). Brings a significant boost to team productivity in managing deal flow.

What do you dislike about Affinity?

Some potentially interesting features are still suboptimal (e.g., data enrichment from external sources is not visible before adding an organization to a list, which hinders deal sourcing).

What problems is Affinity solving and how is that benefiting you?

As a VC, we use Affinity as our CRM for deal flow purposes (not as much for portfolio management). It has been a key tool to improve team productivity and communication.