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Affinity (CRM) logo — The private capital CRM.

Affinity (CRM)

The private capital CRM.

Founded 2014 United States San Francisco, United States 321 employees Series C Total: $123.50M Marketing

General Information

Company Name Affinity (CRM)
Founded Year 2014
Location United States San Francisco, United States
Employees 321
Industries Marketing
Funding Stage Series C
Business Model B2B, SaaS, Platform
Revenue Model Subscription, Usage Based, Tiered Pricing
Offices as of Oct 2026
San Francisco, United States
Social

BounceWatch is an independent company data service, not affiliated with Affinity (CRM). To contact Affinity (CRM), visit affinity.co.

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Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.

Event Participation Oct 19, 2026

Affinity's Veronica Mora, VP of Customer Success, will be a speaker at a webinar on October 21, 2026, discussing network strategy and relationship management.

New Partnership Oct 14, 2026

Affinity (CRM)'s new feature allows users to try it now by dropping a prompt in Claude and ChatGPT, indicating an integration or compatibility.

Homepage Update

Significant changes detected on company website (57.7% content change).

Actively Hiring Sep 30, 2026

Hiring for 2 positions in the last 30 days.

Feature Release Sep 30, 2026

Affinity (CRM) is furthering its automation capabilities by automating workflows through its MCP and Ascend agent platforms.

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AI Insight

Bounce Watch AI
3 weeks ago

Affinity is demonstrating strong product momentum with a significant overhaul of a core feature, improving performance and user experience, alongside a major website update. Their strategic focus on AI and data readiness is evident through hosting an event on data housekeeping for AI and a new integration with V7 Go to enhance document and data management capabilities. These developments highlight a continued commitment to refining their AI-first CRM and expanding its value proposition for private capital firms.

Signal Types
Product Event Partnership Hiring
Strategic Labels
Product Enhancement AI Integration Ecosystem Expansion
Next Move: Product Launch
·
Impact: 8/10
·
Ideal For: Growth-Stage SaaS Investors — Private Capital CRM

About Affinity (CRM)

Affinity (CRM) is an AI-first customer relationship management platform based in San Francisco, United States. It specializes in serving private capital firms by turning relationship intelligence into actionable insights across the investment lifecycle.

Founded in 2014, Affinity offers services such as CRM for deal teams, AI-driven relationship management, and workflow automation tailored to private capital. Its main customer base includes private equity firms, venture capital firms, investment banks, asset management companies, and family offices. Operating on a B2B SaaS platform business model, Affinity generates revenue through subscription, usage-based, and tiered pricing models.

Business keywords: AI-driven CRM, Relationship Intelligence, Investment Lifecycle, Network Mapping, Deal Flow Optimization, Venture Capital Support, Startup Introduction Facilitation, Pipeline Management, Natural Language Processing, Contact Management, Intelligence Layer Development, Interaction Data Analysis, Deal Management, Network Leveraging, Lead Generation

Services & Products

CRM for Deal Teams
AI-Driven Relationship Management
Data-Driven Decision Making
Workflow Automation for Private Capital
Portfolio Support and Management

Target Customers

Private Equity Firms Venture Capital Firms Investment Banks Asset Management Companies Family Offices

Pricing

as listed on Oct 17, 2026

$2,000–2,700/year per user

  • Essential: $2,000/year per user
  • Scale: $2,300/year per user
  • Advanced: $2,700/year per user
Affinity (CRM)'s pricing page

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Series C $80.00M 8
Pear Ventures MassMutual Ventures Sway Ventures
Pear Ventures, MassMutual Ventures +6
01 Sep 2021
Series B $26.50M 5
Pear Ventures MassMutual Ventures Sway Ventures
Pear Ventures, MassMutual Ventures +3
01 Feb 2019
Early VC Undisclosed 1
La Famiglia VC
La Famiglia VC
01 Mar 2018
Series A $13.50M 6
Pear Ventures 8VC Sway Ventures
Pear Ventures, 8VC +4
01 May 2017
Series A Undisclosed 1
LeFrak
LeFrak
01 Nov 2015
Seed $3.50M -
01 Jan 2015

Affinity (CRM) Alternatives & Competitors

View All Alternatives
Affinity (CRM) vs
Wokelo AI
Wokelo AI United States

AI Agents for Dealmakers

48 employees
AI, Enterprise Software
Compare Affinity (CRM) vs Wokelo AI
Affinity (CRM) vs
Seamless.AI
Seamless.AI United States

Maximize Revenue, Increase Sales & Acquire Your Total Addressable Market

Series A
398 employees
Marketing
Compare Affinity (CRM) vs Seamless.AI
Affinity (CRM) vs
Dealfront
Dealfront Germany

Your fast-track to a high-quality pipeline

209 employees
Advertising, B2B
View all alternatives

FAQ About Affinity (CRM)

The private capital CRM.
Affinity (CRM) was founded in 2014.
Affinity (CRM) is headquartered in San Francisco, United States.
Affinity (CRM) operates in Marketing. Its work centres on AI-driven CRM, Relationship Intelligence, Investment Lifecycle and Network Mapping. Its customers include Private Equity Firms, Venture Capital Firms and Investment Banks.
Affinity (CRM) has a B2B, SaaS and Platform business model. Its revenue comes from Subscription, Usage Based and Tiered Pricing.
As listed on Affinity (CRM)'s pricing page on Oct 17, 2026: $2,000–2,700/year per user (Essential: $2,000/year per user; Scale: $2,300/year per user; Advanced: $2,700/year per user).
Affinity (CRM) has approximately 321 employees.
Affinity (CRM) has completed 6 funding rounds, raising a total of $123.50M. The latest funding stage is Series C.
Affinity (CRM) offers: CRM for Deal Teams, AI-Driven Relationship Management, Data-Driven Decision Making, Workflow Automation for Private Capital, Portfolio Support and Management.
Top alternatives and competitors to Affinity (CRM) include Wokelo AI, Seamless.AI, Dealfront, PrivCo, Featured. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Affinity (CRM) and Wokelo AI are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Affinity (CRM), https://bouncewatch.com/company/affinityco, updated 12 October 2026. When citing, please name BounceWatch and link this page.

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