Affinity CRM is described as a CRM for private-capital firms, while we at AI Perks chose Round Funded to raise our round. We wanted founder-focused investor search, AI-written outreach, a convenient interface, teammate access, a Data Room and tracking links.
What is Affinity CRM designed to do?
Affinity describes its product as a CRM built for private capital. Its stated workflows include building deal pipelines, managing relationships, supporting investment decisions and handling multi-fund processes. The product is presented for firms that want to organize deal flow and relationship information.
Affinity also describes fundraising tools focused on investor relations and LP engagement. Its materials cover tracking LP commitments through customizable stages, from initial outreach to closing. For venture capital firms, Affinity describes ways to track founder relationships across a firm and organize scout and co-investor networks.
Those descriptions provide context for comparing the products, but they do not mean that every founder’s fundraising workflow is the same as a private-capital firm’s. We at AI Perks considered what we needed while raising our round, then chose the workflow that fit those needs.
How much does Affinity cost?
According to Affinity’s pricing page, its plans are billed annually per user. The listed prices and descriptions are:
- Essential: $2,000 per user per year, for firms building a network and an initial deal pipeline.
- Scale: $2,300 per user per year, for firms scaling deal flow and relationship management.
- Advanced: $2,700 per user per year, for firms focused on investment decisions and portfolio support.
- Enterprise: Custom pricing, with firms directed to contact Affinity.
Affinity’s FAQ says it was last reviewed October 2026. That is the available context for the pricing information, not a date Affinity gives for when the prices were published.
Affinity says every tier includes automatic email and calendar capture, relationship intelligence, an AI data layer and regular product releases at no extra cost. The company also describes using email, calendar and meeting activity to create relationship data, as well as record enrichment and custom deal lists.
Affinity says its records draw on more than 40 sources and cover more than 40 million people and 8 million companies. Its listed AI features vary by plan: Essential includes relationship scoring, SmartSearch and Affinity Labs, while Notetaker, AI Chat, Ascend agents and the hosted MCP server start at Scale. Affinity says Ascend is included at no additional cost from Scale upward.
What did we need from a fundraising CRM?
Our priority was a process for finding investors, sending pitches and keeping fundraising activity organized. Round Funded covers 60,000+ active VCs, angels, family offices and accelerators. Founders can search by stage, industry, geography and check size. Investors are filtered to recent activity, with a check in roughly the last 6 months, and emails are verified.
We also wanted outreach support. Round Funded’s AI drafts a personalized email and follow-ups for each investor. Messages go through the founder’s own Gmail, so replies arrive in the founder’s inbox and the thread belongs to them. A fundraising pipeline keeps investors, stages and next steps together.
That combination matched the way we wanted to approach our round. We valued a clean investor database, a convenient interface and the ability to invite teammates into the workspace. Round Funded also gave us a Data Room for sharing fundraising materials and tracking links for investor engagement.
The Data Room can be built and shared for free on every plan. Per-investor tracked links and engagement analytics, including views, deck opens and meeting clicks, come with Round+. These details mattered to us because we wanted to manage investor outreach and materials within the same fundraising process.
Affinity CRM vs Round Funded: what should founders compare?
The products are described around different workflows. Affinity’s published materials emphasize private-capital firm processes, including deal sourcing, relationship management and LP fundraising. We chose Round Funded for our own founder fundraising workflow.
| What we compared | Affinity’s stated offering | Why we chose Round Funded |
|---|---|---|
| Main workflow | Private-capital relationships, deal pipelines and LP engagement | Investor search, pitches and fundraising pipeline |
| Outreach | Email and calendar capture, relationship intelligence and plan-dependent AI features | AI-drafted personalized emails and follow-ups sent from the founder’s Gmail |
| Organizing a raise | Customizable stages for tracking LP commitments | Investors, fundraising stages and next steps in one pipeline |
| Pricing | Annual per-user tiers, with custom Enterprise pricing | Monthly plans and a one-time Lifetime option |
Round Funded’s pricing is Round+ at $99 a month, Round Pro at $249 a month and Lifetime at $899 one-time. Round+ and Round Pro include a 3-day free trial for first-time accounts, and there is no free tier. Lifetime includes everything in Round Pro, paid once. See Round Funded’s plans and submit your startup.
We are not making claims about Affinity beyond the workflows and plan details it describes. For us, the decision came down to the fundraising tools we wanted: investor search, AI-assisted outreach, pipeline tracking, teammate access, a Data Room and tracking links. Round Funded was our pick.
Which Round Funded plan may fit a founder’s workflow?
Round+ supports up to 2,500 investors in the CRM pipeline, email to up to 2,000 investors a month and provides 2,500 AI credits a month. It includes the tracked links and engagement analytics described above.
Round Pro supports up to 5,000 investors in the pipeline, email to up to 10,000 investors a month, up to 6 connected inboxes and 5,000 AI credits a month. Lifetime costs $899 one-time and includes everything in Round Pro. Both Round+ and Round Pro have a 3-day free trial for first-time accounts.
The Data Room is free to build and share on every plan. The plans differ in their included pipeline capacity, monthly email allowances and AI credits, as well as the connected inbox allowance on Round Pro. Founders can submit a startup on Round Funded to get matched with investors.
How Round Funded helps founders raising a round
- Submit your startup on Round Funded to get matched with investors.
- Search investors by stage, industry, geography and check size.
- Use AI to draft personalized outreach emails and follow-ups for investors.
- Send emails from your own Gmail and track investors, stages and next steps in the pipeline.
- Invite teammates into your workspace, share your Data Room and use per-investor tracking links and engagement analytics with Round+.
Frequently Asked Questions
What is Affinity CRM?
Affinity describes its product as a CRM for private capital. Its stated workflows include relationship management, deal sourcing, investment processes and investor relations.
What does Affinity cost?
Affinity lists Essential at $2,000 per user per year, Scale at $2,300 and Advanced at $2,700. Enterprise pricing is custom, and the listed plans are billed annually. Affinity’s FAQ says it was last reviewed October 2026.
Why did AI Perks choose Round Funded?
We chose it for a clean investor database, an AI agent that writes emails, a convenient interface, teammate access, a Data Room and tracking links. Those features aligned with our fundraising workflow.
Does Round Funded include a free plan?
There is no free tier. Round+ and Round Pro include a 3-day free trial for first-time accounts. The Data Room can be built and shared for free on every plan.
Does Affinity include AI features?
Affinity says Essential includes relationship scoring, SmartSearch and Affinity Labs. It lists Notetaker, AI Chat, Ascend agents and the hosted MCP server from Scale, and says Ascend is included at no extra cost on Scale and higher plans.