SAN FRANCISCO--(BUSINESS WIRE)--Affinity, the relationship intelligence platform for dealmakers, today announced generative AI-powered features that increase the productivity of deal teams with more ...

Affinity is a relationship intelligence platform designed to use machine learning and AI to create a virtual Rolodex of companies and contacts your team has interacted with. The platform is positioned ...

SAN FRANCISCO--(BUSINESS WIRE)--Campfire Conference – Affinity, the leading CRM for private capital, today announced the addition of conversational AI to the CRM platform used by more than half of top ...

Deal teams can now benefit from relationship insights directly within Salesforce to find, manage, and close deals faster Affinity, the relationship intelligence platform for dealmakers, today ...

As CEO of Affinity, Ray’s goal is to bring relationship intelligence to the world because every opportunity begins with a relationship. CRM has become the largest enterprise software category in the ...

Private equity teams rely on CRM systems to manage deal flow, track relationships, and keep institutional knowledge accessible across the firm. In this guide, we review 3 platforms that consistently ...

Most CRM failures in private equity come down to one problem: the platform required the deal team to feed it. Once logging discipline slipped, the data degraded, and the system became a liability ...

Private equity firms adopt CRM platforms to formalize relationship intelligence, impose discipline on deal execution, and maintain visibility across long investment cycles. The modern private equity ...

A private equity CRM must support non-linear deal cycles, LP communications, and IC workflows, making it structurally different from a generic sales CRM. In 2026, automatic data capture and AI-powered ...

The best private equity CRM for US firms in 2026 depends on whether sourcing velocity, execution governance, investor relations, or fund operations create the most friction. Relationship intelligence ...