CRM for private capital with relationship intelligence and AI
Affinity is a CRM built for dealmakers in private equity, venture capital, and investment banking. The stack—React, TypeScript, Rails, Postgres, AWS—is conventional, but the project list reveals a company pivoting toward AI: ambient intelligence for CRM, LLM-powered agents, and RAG adoption signal a shift from pure relationship tracking toward generative intelligence. Engineering-heavy hiring (9 of 23 open roles) with senior and director-level focus suggests they're scaling product velocity, not just headcount.
Affinity is a relationship-intelligence CRM designed for dealmakers in private capital. The platform automates data entry, surfaces relationship insights, and helps teams manage complex deal pipelines—addressing a gap in standard CRM tools that weren't built for relationship-heavy workflows. Over 3,000 organizations worldwide—primarily private equity, venture capital, and investment banking firms—use the platform. The company was founded in 2014 and is headquartered in San Francisco.
Frontend: React and TypeScript. Backend: Ruby on Rails with PostgreSQL. Infrastructure: AWS and Kubernetes. Analytics and workflow: Looker, Tableau, Salesforce, Gong, Outreach, Salesloft. Financial tools: NetSuite, Ramp, Rippling, Carta, FloQast.
United States, Canada, and Spain. Most leadership roles (senior and director-level) are concentrated in the US headquarters.
Affinity.co's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →
This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.