AVISE · A HOUSE FOR YOUR FIRM'S DEAL FLOW
AVISE VS AFFINITY
Affinity is the best relationship intelligence product in private capital, and for a firm whose deals come out of a network it is worth what it costs. The question is whether that is the job you need doing, and how the maths lands at your headcount.
Affinity does something genuinely hard well. It reads the email and calendar traffic across your firm and turns it into a live map of who knows whom, how warm each relationship is, and which of your colleagues can make an introduction. If your deals arrive through a network, that is not a feature. It is the whole business, automated.
It is also one of the few serious vendors in this market that publishes a price. We do too, so this comparison can be honest in a way most cannot.
Affinity leads with “the AI-first private capital CRM” and “your next deal is in your network”. The second line is the product thesis, and it is worth taking at face value: Affinity is built on the belief that your network is where deals come from.
CHECKED 18 AUG 2026 · affinity.co
Affinity publishes list pricing per user, per year: Essential at $2,000, Scale at $2,300, Advanced at $2,700, with Enterprise quoted. No minimum seat count or contract length is published, and there is no free trial or self-serve signup.
CHECKED 18 AUG 2026 · affinity.co/pricing
Avise is $249 a month per firm, $2,988 a year, whole team included, published in full. Both numbers are list, so they can simply be put side by side.
List price at four team sizes: Affinity Essential at $2,000 per user per year, against Avise at a flat per-firm rate. Affinity pricing checked 18 August 2026.
TEAM SIZE
1 person
TEAM SIZE
2 people
TEAM SIZE
4 people
TEAM SIZE
8 people
| TEAM SIZE | AFFINITY ESSENTIAL | AVISE |
|---|---|---|
| 1 person | $2,000 / year | $2,988 / year |
| 2 people | $4,000 / year | $2,988 / year |
| 4 people | $8,000 / year | $2,988 / year |
| 8 people | $16,000 / year | $2,988 / year |
At one person Affinity is cheaper. At two it is roughly level. Past that the per-user line keeps climbing and ours does not, because we do not count seats. At eight people the gap on list price is more than five times.
Per-user pricing does not just cost more at size. It quietly teaches a small firm to keep people off the system, which is how the record stops being true.
That second effect is the one we care about. When a seat has a price, a four-person firm buys two, and the intern and the part-time partner work off screenshots and forwarded email. The deal record is then only as good as the two people paying for it.
BE FAIR ABOUT THIS
Price per seat is a real argument, not a knockout one. If Affinity’s relationship graph wins you one deal you would otherwise have missed, the licence is irrelevant and so is this table. Buy the thing that does the job you actually have.
The pricing comparison is the easy part. The real question is what each product is for.
Sourcing and relationships. Whose contact is this, how warm is it, who can introduce us, what happened last time we spoke. It is a customer relationship manager, shaped precisely for private capital.
Execution and documents. The teaser, the non-disclosure agreement you sent, the scoped link you shared, the data room, the model, the memo, and who has seen which of them. The unit is the deal rather than the contact.
Affinity has no data room and no memo builder. Its Ascend agent platform, launched 21 July 2026, announced a Document Synthesis capability that would read pitch decks, teasers and confidential information memoranda out of an inbox, described as upcoming rather than shipped. If document work matters to you, check where that has got to rather than trusting this paragraph.
CHECKED 18 AUG 2026 · Affinity Ascend announcement
Where each product sits, verified against affinity.co on 18 August 2026.
CAPABILITY
Centre of gravity
CAPABILITY
Relationship graph from email
CAPABILITY
Data room
CAPABILITY
Investment memos
CAPABILITY
Pricing unit
| CAPABILITY | AFFINITY | AVISE |
|---|---|---|
| Centre of gravity | The contact | The deal |
| Relationship graph from email | Yes, the core of the product | Contact book, no network graph |
| Data room | No | Native, on every deal |
| Investment memos | No | Memo builder |
| Pricing unit | Per user, per year | Per firm, team included |
You will read that Affinity charges implementation fees. That is half the story: standard onboarding is included with every subscription, and only additional work (complex data migration, custom field mapping) is scoped and priced separately. The amount is not disclosed.
CHECKED 18 AUG 2026 · affinity.co/pricing
The two are not mutually exclusive, either. Affinity lists Grata among its enrichment sources; this category is less winner-takes-all than its marketing suggests. Firms do run a sourcing tool alongside an execution system, and if you have the budget for both, that is a coherent stack.
THE ONE QUESTION
When a deal dies at your firm, ask why. If it died because you never got the introduction, buy Affinity. If it died because a document went unanswered, a follow-up slipped, or nobody could say who had seen the financials, that is ours.
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Thirty minutes on a live file of yours, and we will say on the call if this is not a fit. The price is on the pricing page, in full, before you have to ask for it.