Affinity
The strongest argument for Affinity is that dealmakers do not update CRMs, and this one does not ask them to — the pipeline is assembled from mail and calendar activity that already exists. Add the private-capital data sources and the MCP endpoint and it is a defensible category leader for firms whose asset is their network. The price is the whole objection: 2,000 dollars per seat per year before anything is customised, with annual commitment and no trial figure in sight.
Pros
- Contacts, activity and relationship scores captured automatically from email and calendar
- Warm-path surfacing across the whole firm's network, not just one user's contacts
- Integrations with 40-plus data sources including Pitchbook and Preqin
- Open API and an MCP endpoint that exposes the CRM to Claude, ChatGPT and Snowflake
- Pricing is published rather than hidden behind a demo
Cons
- Entry tier costs 2,000 dollars per user per year, billed annually
- No free tier and no monthly billing option
- Automatic capture means the firm's mailboxes and calendars are ingested, which is a governance conversation
- Enrichment and the deeper integrations sit on the Advanced tier, not the entry one