--- title: Affinity Reviews meta\_title: 'Affinity Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 72 reviews by the users' company size, role or industry to find out how Affinity works for a business like yours. aggregate\_rating: rating\_value: 4.4 review\_count: 72 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- ## Top-Rated Alternatives [ ![DealCloud](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "DealCloud") DealCloud 4.2/5(41) ](https://www.g2.com/products/dealcloud/reviews) [ ![Maximizer](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maximizer") Maximizer 4/5(672) ](https://www.g2.com/products/maximizer/reviews) [ ![Capsule CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Capsule CRM") Capsule CRM 4.7/5(513) ](https://www.g2.com/products/capsule-crm/reviews) [ View All Alternatives ](https://www.g2.com/products/affinity/competitors/alternatives) # Affinity Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Affinity but has limited features. Are you part of the Affinity team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Affinity](https://www.g2.com/sellers/affinity) Discussions [Affinity Community](https://www.g2.com/products/affinity/discuss) Languages Supported English Solution Type All-in-One Show More ## Typical Contract Price Pricing provided by BetterCloud and others. $$k - $$k Per Year [Log in to unlock pricing](/auth/linkedin?return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Faffinity%2Freviews) ## User Insights Average based on 72 real user reviews. Implementation Time 2 months Perceived Cost $$$$$ Typical contract price $0k - $0k [Sign in to view](/login) Per Year [Log in to unlock pricing and user insights](/login) ## Affinity Integrations (2) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Chrome Enterprise ](https://www.g2.com/products/chrome-enterprise/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Workspace ](https://www.g2.com/products/google-workspace/reviews) Show More JR Jacob R. Small-Business (50 or fewer emp.) 5/10/2023 "Overall, very good experience from both the product and the Affinity Team" 4/5 What do you like best about Affinity? I really enjoy the ability to keep up with parties that myself and others on my team have reached out to so that "wires don't get crossed". I also enjoy the ability to keep track of the entire deal pipeline (size, status, etc.). Affinity team is very responsive and receptive. Review collected by and hosted on G2.com. What do you dislike about Affinity? We have often asked for Affinity to have more "excel like" calculation features. They are actively working on this. The dashboard are helpful and have been improved, but they could be more intuitive, at times. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Affinity Allows us to keep all of our contacts in one common place and keep track of historical and future communications. We are able to separate contacts by certain types, status etc. Also, Affinity allows us to keep our entire deal pipeline in one simple location that everyone can see, comment on, discuss etc. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Hunter M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hunter M.") HM Hunter M. Small-Business (50 or fewer emp.) 5/10/2023 "I utilize Affinity to track and monitor investment portfolio companies and potential deals." 4/5 What do you like best about Affinity? Aesthetically pleasing and easy to move items across borders. The tracking function of Affinity is also helpful to the team by providing insights to tracking of activity. Review collected by and hosted on G2.com. What do you dislike about Affinity? I don't like that actions are set in stone. There is no way to undo actions in Affinity. I had trouble early on deleting an item in a sheet view that would delete across all lists. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Housing all of our VC investments and potential deals. It's been helpful with tracking and providing us ability to create a framework for what we look for in companies before we invest. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Venture Capital & Private Equity](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Venture Capital & Private Equity") UV Verified User in Venture Capital & Private Equity Small-Business (50 or fewer emp.) 5/22/2023 "Sharp UI with awesome enriched fields; lacks some flexibility" 3.5/5 What do you like best about Affinity? I love that Affinity automatically pulls data from my email and that I don't have to individually upload contacts Review collected by and hosted on G2.com. What do you dislike about Affinity? Lack of flexibility to architect data in the way I truly want to, and feature requests get essentially shelved to the product team Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Pipeline tracking Contact upkeep Event planning Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Venture Capital & Private Equity](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Venture Capital & Private Equity") UV Verified User in Venture Capital & Private Equity Small-Business (50 or fewer emp.) 4/5/2022 "Keeps me organized" 4/5 What do you like best about Affinity? I am regularly meeting new companies and founders, and without some type of CRM, I don't know how I'd keep everyone straight in my head. Setting reminders and keeping additional data makes sure fewer things fall through the cracks, helps me prep for meetings, and overall keeps things running smooth. Review collected by and hosted on G2.com. What do you dislike about Affinity? While I know it's the product best situated for VC, it still doesn't feel fully invested in making the VC use case a native experience. It required some customization and adjustment to really make it fit our workflow. It also doesn't have easy ways to integrate with some of our other tools, e.g. Pitchbook. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? We use data from Pitchbook pretty regularly, and I wish it integrated more easily into the CRM files. They have a solution, but it is quite expensive and doesn't feel like a clean integration. The web browser extension also requires frequent login, which can be frustrating. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Venture Capital & Private Equity](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Venture Capital & Private Equity") UV Verified User in Venture Capital & Private Equity Small-Business (50 or fewer emp.) 4/6/2022 "Productivity boost" 4/5 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. Review collected by and hosted on G2.com. 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). Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Venture Capital & Private Equity](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Venture Capital & Private Equity") UV Verified User in Venture Capital & Private Equity Small-Business (50 or fewer emp.) 4/18/2022 "Associate, Venture Capital" 3.5/5 What do you like best about Affinity? It helps me keep things organized. Tracking becomes very easy with this. Review collected by and hosted on G2.com. What do you dislike about Affinity? It can become very cluttered and difficult to modify it as you wish Review collected by and hosted on G2.com. Recommendations to others considering Affinity: Use it, it is helpful Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Deal flow tracking. It ensures nothing is missed out, collaboration across teams becomes super easy as well! Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Venture Capital & Private Equity](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Venture Capital & Private Equity") UV Verified User in Venture Capital & Private Equity Small-Business (50 or fewer emp.) 4/13/2022 "Head of Capital" 4/5 What do you like best about Affinity? Efficiently tracking contacts and relationships Review collected by and hosted on G2.com. What do you dislike about Affinity? Platform can be quite slow and clunky at times Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? We are tracking our customer conversations Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management") AI Verified User in Investment Management Small-Business (50 or fewer emp.) 7/29/2020 "Simple and efficient but not for intense analytics" 3.5/5 What do you like best about Affinity? It's easy to get started, the UI is elegant, the Crunchbase integrations are helpful, and it's easy to configure to how we work. The integration with calendar and email is really helpful to make sure things don't drop through the cracks. Review collected by and hosted on G2.com. What do you dislike about Affinity? The analytics capacity is sorely lacking relative to a more full feature CRM like a Salesforce. You can't really run reports. I wanted to get the raw data behind all the opportunities that had moved through a given stage in a time window, and there was no way to get the raw data, only aggregates. Also, the API is a bit under-featured but it's getting better. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Tracking companies and opportunities and understanding our communication patterns with the venture ecosystem. We work more efficiently and don't lose track of stuff. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Investment Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Banking") UI Verified User in Investment Banking Small-Business (50 or fewer emp.) 6/5/2020 "Jovian has been an amazing partner at Affinity" 4/5 What do you like best about Affinity? Access to support is key. There are many aspects to understand and direct access to support simplifies the frustration. Review collected by and hosted on G2.com. What do you dislike about Affinity? There are many variables in Affinity which feel overwhelming. Integrations could also be more simplified. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Group integration within our company. Shared resources. We are solving efficiency and redundancy. One system for collective effort. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite HA Hari A. Partnerships Lead Small-Business (50 or fewer emp.) 8/23/2019 "Powerful tool for managing relationships and creating lists" 4/5 What do you like best about Affinity? Affinity is extremely powerful for tracking relationships - giving you reminders to reply to or chase emails, tracking the frequency of meetings or calls, and surfacing who might be able to introduce you to potential business leads. It has the potential to be even better for sales than LinkedIn. Review collected by and hosted on G2.com. What do you dislike about Affinity? The network is limited by the amount of users - so if not many people in your network are using Affinity, you lose some of the power of, for instance, seeing who might be a strong connection to the person you want to get to. Sometimes the breadth of tools available can mean information is cluttered, and occasionally it will pull in information that you don't want, or information that is too general. The integrations with other products could also be stronger - for instance integrating with Slack would be useful. It also pulls in just email contacts, whereas being able to analyse all social media in this case could also be helpful. Review collected by and hosted on G2.com. Recommendations to others considering Affinity: Best if you know your network is already using the product to track relationships. Also better as part of a team rather than solo lead generation. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Creating sales pipelines was much easier, quicker and more effective with Affinity than anywhere else. Managed to quickly see who had a connection with the person I was trying to reach. The product allows you to identify an opportunity, qualify it and then move it towards an activated partnership. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Pricing Insights Averages based on real user reviews. ### Time to Implement 2 months ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/affinity/pricing) ## How much does Affinity cost? Data powered by [BetterCloud](https://www.bettercloud.com). Estimated Price ### $$k - $$k Per Year Based on data from 4 purchases. 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