# Affinity **Source:** https://geo.sig.ai/brands/affinity **Vertical:** HR Tech **Subcategory:** HR Software **Tier:** Emerging **Website:** itsaffinity.com **Last Updated:** 2026-04-14 ## Summary Relationship intelligence CRM for VC and private equity; automatic email/calendar capture building relationship maps and deal pipeline for investment professionals competing with DealCloud. ## Company Overview Affinity is a professional CRM and relationship intelligence platform built for private equity, venture capital, investment banking, and other deal-intensive professional services firms — providing automatic relationship mapping, deal pipeline management, and network intelligence that leverages email and calendar data to surface relationship history without manual data entry. Founded in 2014 by Ray Zhou and Joe Lonsdale (co-founder of Palantir and 8VC) in San Francisco, Affinity has raised approximately $100 million and serves thousands of professional investors and deal professionals who need to manage complex relationship networks across their firm.\n\nAffinity's key technology is automatic relationship data capture — by integrating with email and calendar, the platform automatically maps who in the firm has communicated with whom, how recently, and with what frequency, creating a relationship strength score for every contact without requiring manual CRM updates. Deal pipeline management tracks opportunities through stages (sourcing, diligence, term sheet, closed), and relationship path analysis shows how to reach a target through existing network connections.\n\nIn 2025, Affinity competes with DealCloud (FNZ-owned, investment management CRM), Salesforce Financial Services Cloud, and other relationship intelligence tools for deal professional CRM market share. The VC and PE market has adopted Affinity widely — the combination of automatic data capture and relationship intelligence resonates with investment professionals who see CRM maintenance as a distraction from investing. Affinity was acquired by Insight Partners in 2023 to combine with other portfolio company tools. The 2025 strategy focuses on expanding AI-powered deal sourcing recommendations, growing beyond VC/PE into investment banking and strategic corporate development use cases, and deepening portfolio company relationship tracking. ## Frequently Asked Questions ### What is Affinity? Affinity is a compliance training platform company founded in 2023 that serves regulated industries, particularly fintechs. The company provides automated compliance training management, certification tracking, and regulatory requirements solutions. ### What products and services does Affinity offer? Affinity offers a compliance training platform that includes automated workflows, certification tracking, and regulatory requirements management. The platform is specifically designed for compliance training management in regulated industries. ### Who are Affinity's target customers? Affinity primarily serves fintech companies and businesses in regulated industries. The platform is designed to help these organizations manage their compliance training requirements efficiently. ### When was Affinity founded and by whom? Affinity was founded in 2023 by Faraz Rana and Peter Greczner. Both founders previously built Bread fintech from inception to a $450M exit. ### Where is Affinity located? Affinity is based in San Francisco, California. The company currently has 11 employees at this location. ### How much funding has Affinity raised? Affinity raised $2.5M in pre-seed funding from Bessemer Venture Partners, Clocktower, Vera Equity, OSV, Y Combinator, and other supporters. The company participated in Y Combinator's S23 batch. ### What are Affinity's key achievements? Affinity reached $5M in revenue by June 2024, less than a year after being founded in 2023. The company achieved this with a team of 11 employees while serving fintech customers and regulated industries. ### What is Affinity's approach to compliance training? Affinity uses automated workflows and certification tracking to streamline compliance training management. The platform is designed to help organizations in regulated industries meet their regulatory requirements efficiently. ### How many employees does Affinity have? Affinity currently has 11 employees based in San Francisco, California. ### What recent developments has Affinity announced? Affinity recently announced reaching $5M in revenue as of June 2024 following their $2.5M pre-seed funding round. The platform is now live and serving fintech customers and regulated industries. ## Tags b2b, saas, hr-tech, fintech --- *Data from geo.sig.ai Brand Intelligence Database. Updated 2026-04-14.*