Affinity

Family offices sourcing direct investments and co-investments face a structural problem: the relationships that unlock proprietary deal flow are distributed across inboxes, calendars, and the memories of individual team members, invisible to anyone else. Affinity addresses this by automatically capturing every email, meeting, and attachment across a firm’s communications and converting that raw interaction data into scored relationship intelligence, so investment teams can see exactly who knows whom and how strong that connection actually is.

For family offices specifically, Affinity organizes its product around three workflows: sourcing investments, allocating capital, and preserving wealth across generations. The sourcing layer pulls company profiles enriched from over 40 data sources, including funding history and firmographic data, and surfaces warm introduction paths ranked by relationship strength. The capital allocation layer centralizes deal pipelines across asset classes so multiple family members and advisors see the same pipeline status without manual reconciliation. The wealth preservation layer adds enterprise-grade permissions to control which team members, advisors, and external partners can access sensitive family data.

Key product capabilities relevant to family office buyers include:

• Automatic activity capture from email, calendar, and meetings without manual data entry
• Relationship scoring based on actual interaction patterns, not static contact records
• Company data enrichment from 40+ sources including Pitchbook, Crunchbase, and Dealroom
• Kanban and list pipeline views with custom filters by asset class or investment criteria
• Integrations with Slack, Salesforce, Mailchimp, Microsoft Teams, Dropbox, and Eventbrite
• Enterprise API for syncing deal and relationship data with existing tools

Affinity is built for private capital broadly, with venture capital and private equity as its primary installed base. Family offices that want a dedicated portfolio accounting or performance reporting layer will need to source that separately. Pricing is not publicly disclosed.