CRM for private capital markets with relationship intelligence and AI automation
Affinity is a relationship-focused CRM built for private equity, venture capital, and investment banking. The stack signals a maturing platform: Salesforce + Outreach + Salesloft for core sales workflows, plus active adoption of Agentforce and RAG systems to automate deal workflows and data enrichment. Engineering-led hiring (11 of 26 roles) combined with projects in AI agents, API layers, and Kotlin Multiplatform development indicates a shift toward platform extensibility and intelligent automation—likely responding to pain points around long sales cycles and scaling beyond $100M ARR.
Notable leadership hires: Engineering Director, Director Engineering
Affinity is a CRM platform designed for private capital professionals—private equity firms, venture capital funds, and investment banks. The product centers on relationship intelligence: automating data capture, surfacing connection patterns, and contextualizing deal pipelines. Founded in 2014 and headquartered in San Francisco, the company serves over 3,000 organizations globally. Current scaling efforts focus on expanding market reach within private capital, handling complex, multi-stakeholder sales processes, and reducing friction in team workflows through AI-driven automation and third-party integrations.
Affinity's platform runs on Salesforce, Outreach, Salesloft, and Gong for sales operations; React and TypeScript for frontend; Ruby for backend; and mobile development in Swift and Kotlin. The company is actively adopting Agentforce and RAG systems for AI-driven workflow automation.
Current projects include RAG system development, AI agents to automate workflows, Kotlin Multiplatform shared modules for mobile, third-party integration platforms, API layers, and access management systems. These efforts align with internal pain points around scaling revenue and reducing friction in deal workflows.
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