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Capitaly vs Affinity
Affinity is a strong relationship CRM built for investment teams. Capitaly covers the same dealflow tracking and goes further for people running a raise: a built-in investor database, a tracked data room, and AI that drafts outreach and reads your documents.
Capitaly vs Affinity, feature by feature
| Capability | Capitaly |  Affinity |
|---|---|---|
| Pipeline and relationship tracking | Yes | Yes |
| Built-in investor database to source from | Yes | Add-on |
| Tracked data room with access analytics | Yes | No |
| AI that drafts outreach and replies | Yes | Varies |
| AI that reads decks and models | Yes | No |
| Built for founders running a raise | Yes | No |
| Free to start | Yes | No |
Comparison based on publicly available information and each product's stated focus. Affinity is a trademark of its respective owner.
Why teams pick Capitaly over Affinity
Built for the whole raise
Sourcing, outreach, a data room, and a pipeline in one place, not stitched together across tools.
AI does the heavy lifting
Capitaly drafts your outreach, reads your decks and models, and keeps every conversation moving.
Nothing slips through
A shared inbox, stages, tasks, and reminders so every investor and follow-up stays on track.
When to choose each
Choose Affinity if
- You are a large investment team focused purely on relationship intelligence.
- You need deep email-network mapping across a big firm.
- You already have a data room and outreach process elsewhere.
Choose Capitaly if
- You want to find the right investors and run outreach in one place.
- You want a tracked data room and a shared inbox for every conversation.
- You want AI to draft outreach and read your documents.
- You want a pipeline with reminders so nothing goes cold.
Capitaly vs Affinity: FAQ
Capitaly covers the full capital raising workflow, from finding investors to running outreach and managing a data room. Many teams move off Affinity for the raise, while some keep it for what it does best and add Capitaly alongside.
Find the right investors, draft outreach with AI, share a tracked data room, and manage every conversation in one pipeline with reminders.
Yes. Capitaly fits into how you already work, so you can keep Affinity for its strengths and run your raise on Capitaly.
Yes. You can set up your workspace and start running your raise for free in minutes.