--- 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 ![Verified User in Venture Capital & Private Equity](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Venture Capital & Private Equity") AV Verified User in Venture Capital & Private Equity Mid-Market (51-1000 emp.) 8/29/2024 "Gold standard of VC CRM" 4.5/5 What do you like best about Affinity? Affinity is a highly intuitive CRM platform, particularly well-suited for venture capital workflows. Its excellent Gmail integration enables seamless information sharing across the team, strengthening collaboration and transparency. Customer support is consistently responsive and effective, providing timely solutions to most inquiries. When we adopted Affinity, it was already our third CRM, and it has proven to be the most robust and enduring solution for our needs. Review collected by and hosted on G2.com. What do you dislike about Affinity? Affinity can be relatively expensive, and some user-level settings could benefit from greater customization and granularity. Additionally, expanding the range of available integrations would further enhance its utility. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Affinity supports our end-to-end dealflow operations, LP relationship management, and fundraising processes. It also helps us track deliverables, streamline portfolio management, and maintain strong professional networks. By centralizing these workflows, the platform improves efficiency, data accessibility, and organizational alignment across the team. Review collected by and hosted on G2.com. Show More 3/9/2026 Validated ReviewerSource: Organic EE Eric E. Managing Partner Small-Business (50 or fewer emp.) 11/19/2025 "Effortless Tracking of Investment Opportunities Without Duplicate Data Entry" 5/5 What do you like best about Affinity? Affinity makes it easy to track thousands of prospective investment opportunities, and does so without requiring duplicate data entry. The screening feature and watchlists allow us to run our sourcing program more efficienty with fewer analysts. Review collected by and hosted on G2.com. What do you dislike about Affinity? I would like a direct LinkedIn integration so that I could research companies and pull in profiles of key management team members. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? How to manage thousands of relationships in a CRM without requiring separate CRM data entry. Our entire team is coordinating daily on all of our outstanding pipeline without having to take additional steps (our emails, meetings, attachments, employee list, and company financial data are automatically captured.) Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Zack M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zack M.") ZM Zack M. Managing Partner Small-Business (50 or fewer emp.) 6/9/2025 "First time fund manager - perfect tool for fundraising + deal pipeline" 4.5/5 What do you like best about Affinity? Affinity's ingestion of email data allows for very efficient capture of our universe of real world interactions. When you combine that with the ability to upload your own data, build lists and capture all interactions with very limited manual work, it was a game changer for us as we launched our fund. I'm sure we're only using like 15% of the capability of the product, but even so it has been well worth the investment for us. We use the product every day and it's also always learning in the background so it grows in power without our input. Review collected by and hosted on G2.com. What do you dislike about Affinity? No huge complaints here - the main challenge is that I'm sure we could be doing \*more\* with Affinity but we haven't had time to devote to it. We manage our deal pipeline in Affinity and that works well, though we could see more features in the future to make it a true pipeline tool. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? We needed a seamless way to get our contacts into a standardized format and also to share knowledge between me and my partner in terms of who we've been talking with and the outputs of those emails and calls. Affinity was a godsend in fundraising because it provided full visibility to us both without us having to manage spreadsheets. We are also using it to manage our deal pipeline. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AG Annie G. CMO Small-Business (50 or fewer emp.) 4/6/2026 "The Source of Truth for Our Firm’s Network and Deal Flow" 5/5 What do you like best about Affinity? It is the source of truth for our firm around communications and deal flow. Review collected by and hosted on G2.com. What do you dislike about Affinity? UX needs an update. Reporting and analytics are still clunky. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Managing our deal pipeline, LP communications and outreach, managing our CXO and EPL network. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Luis A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luis A.") LA Luis A. Managing partner Small-Business (50 or fewer emp.) 9/5/2025 "Custom built for investment professionals" 4.5/5 What do you like best about Affinity? It's built built specifically for the use cases of a venture investor. Integrates really well with your email and calendar. The note-taker and early AI features work really well Review collected by and hosted on G2.com. What do you dislike about Affinity? The mobile app is not very useful. The search function it needs more improvement Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Tracking deal process. Managing contacts. Working on communications Since affinity integrates with your email and is able to read all the communications, it makes it really easy to unify all interactions into one platform 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") AV Verified User in Venture Capital & Private Equity Small-Business (50 or fewer emp.) 4/4/2025 "Efficient, insightful network mapping" 4.5/5 What do you like best about Affinity? Ease of use for the wider team, especially for non-technical team members and those not familiar with CRM structures. Affinity has been super helpful in centralizing key information for the company as a whole. Review collected by and hosted on G2.com. What do you dislike about Affinity? Lack of customization options, and current lack of automations in the CRM. Some limitations from the tool (in Looker Studio, in the existing list options) may require some creative thinking to get around. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Centralizing data and eliminating silos 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") AI Verified User in Investment Banking Mid-Market (51-1000 emp.) 1/19/2024 "Changed the way we do business development" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Business development organization and coverage management. 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.) 4/5/2024 "Great CRM for VC" 5/5 What do you like best about Affinity? Solid user experience and does everything I need it do when it comes to managing deal flow. I use the platform daily for deal sourcing, taking notes, keeping reminders, and updating our deal pipeline. Review collected by and hosted on G2.com. What do you dislike about Affinity? Nothing major to dislike. Sometimes the chrome add-in has some issues connecting or will ask me to log-in and then I get an error message. Support has always been quite helpful. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Affinity makes it easy to manage all the companies that I interact with in a single platform from reminders to tracking businesses and storing notes from conversations. I would otherwise have to do all if this using excel and word docs. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic CG charles g. Mid-Market (51-1000 emp.) 9/1/2023 "Great CRM platform for Venture Capital" 5/5 What do you like best about Affinity? Super easy and straight forward product with a fast learning curve. The ability for CRM entries to continually refresh automatically is a huge value add. Beyond using the product as CRM entry, it is slowly becoming a system of record. Customer service team is also extremely responsive and supportive. Affinity takes our user experience feedback seriously and works with us to constantly improve the product. Review collected by and hosted on G2.com. What do you dislike about Affinity? At this time, it can not replace other use case specific CRM - such as talent/recruiting- as it lacks use case specific data fields and data viewing permissions. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Affinity helps us manage our data base of people, company, and interactions in a systemiatic and automatic way. There is no way to track the breadth and depth of our network activities without a tool like Affinity. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Maurice R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maurice R.") MR Maurice R. Venture Capital Small-Business (50 or fewer emp.) 7/24/2023 "Great!" 4.5/5 What do you like best about Affinity? Automated logging of meetings on calendar, the ability to track almost anything, etc. Review collected by and hosted on G2.com. What do you dislike about Affinity? I'm not sure I dislike anything. There might be some things that come up, but considering I haven't done enough training and also haven't used it long enough, there may be things I say "I don't like how..." to, only to find out there's a way to fix it already. Review collected by and hosted on G2.com. What problems is Affinity solving and how is that benefiting you? Tracking relationships and ability to visualize the entire funnel of pipeline. On Salesforce (for us, at least) everything visually looked like a list, and we had to manually log events and create reports. Affinity makes all that easier. I now rarely forget about companies I spoke to a while ago that I should check back in with. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## 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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