Affinity CRM integration for AI agents
Affinity is a relationship intelligence CRM used by venture capital funds, private equity firms, investment banks and advisory firms to map relationships, track deal flow and manage fundraising. The agent reads and updates organizations, people, lists and notes through the Affinity API, available in iTeam's app catalog.
What AI agents do with Affinity
Pitch deck triage
The agent reads the decks that arrive by email, extracts sector, stage, revenue and round, and creates the organization in the Affinity deal flow list. The analyst gets the summary and decides whether to move forward.
Meeting notes in the right place
After a call with founders, the agent logs the note in Affinity with the thesis points, concerns and next steps. The investment committee finds everything in the same record.
Relationships going cold
The agent tracks the time since the last contact with co-investors and portfolio companies and reminds the responsible partner. The reminder includes the topic of the last conversation.
Quarterly portfolio update
The agent asks portfolio companies for their quarterly metrics, consolidates the answers and updates the fields in Affinity. The report for LPs is built from that data.
Connect Affinity once. The agents use it within your rules.
- In the app catalogAvailable in the iTeam app catalog, with the app’s own login and permissions per agent.
- Each agent gets the right accessYou decide what each agent can read or do in Affinity, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Affinity and what it cost, all on record.
Ready-made AI teams for this work
Outbound prospecting team
It finds the accounts that fit, reads what they are doing right now and writes a first message that sounds like it came from a person.
Lead qualification team
Every form, ad and WhatsApp lead gets a quick reply, a few good questions and, if it fits, a meeting on your seller's calendar.
WhatsApp sales team
It answers product questions, puts the quote together and follows up with the buyer who said "let me think about it".
Often used together with Affinity
Questions about Affinity and AI agents
Does iTeam integrate with Affinity?
Yes. Affinity is available in iTeam's app catalog, connected with the API key of a user on the account.
Is confidential deal information protected?
The agent only accesses the lists it is authorized for, credentials stay in iTeam's vault and every read or change is logged.
Does it make investment decisions?
No. It organizes information and prepares materials; analysis and the decision stay with the fund's team.
