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Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship and deal data, Affinity automatically captures interactions, maps your firm's network, and surfaces the connections that move deals forward. Ascend, Affinity’s agent platform, handles the procedural work at every deal stage so teams can focus on the judgment-intensive work that drives returns. Trusted by more than 3,300 private capital firms, Affinity transforms relationship capital into a measurable competitive advantage. Powered by 31B+ interactions and 130B+ relationships, Affinity helps firms uncover opportunities sooner, move with greater conviction, and build an intelligence layer that compounds over time.

Website http://affinity.co
Revenue $32.1 million
Funding $120 million
Employees 325 (72 on RocketReach)
Founded 2014
Address 182 Howard St PMB # 3, San Francisco, California 94105, US
Technologies
Industry Software, Software Development, Database & File Management Software, Artificial Intelligence, Business/Productivity Software, Software Development & Design, Data and Analytics, Automation/Workflow Software, Science and Engineering, Business Intelligence, CRM, Information Technology, Sales and Marketing, Enterprise Software
Keywords Private Capital, Deal Sourcing, Deal Management, Deal Closing, Alternative Investments, Financial Technology, Investor Relations, Data Analytics, Email Integration, Calendar Integration, Third Party Data, Network Building, Relationship Management, Portfolio Management, Due Diligence, Fundraising, Capital Markets, Transaction Management, Business Intelligence
Competitors LinkedIn, Salesforce, HubSpot, Zoho, Airtable, Pipedrive, Coda, Copper, Nutshell, Nimble +38 more (view full list)
SIC SIC Code 737 Companies, SIC Code 73 Companies
NAICS NAICS Code 511 Companies, NAICS Code 5112 Companies, NAICS Code 51 Companies, NAICS Code 513 Companies

Affinity.co Questions

The Affinity.co annual revenue was $32.1 million in 2026.

Rebecca Campbell is the CTO of Affinity.co.

72 people are employed at Affinity.co.

Affinity.co is based in San Francisco, California.

The NAICS codes for Affinity.co are [511, 5112, 51, 513].

The SIC codes for Affinity.co are [737, 73].

Top Affinity.co Employees

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