Affinity

Version 1.0 · Last updated 2026-08-10

Context

Affinity is a relationship intelligence CRM built for venture capital, private equity, and dealmaking teams, tracking the network of contacts, companies, and deals a fund’s success runs on. That network feeds Living Context, the engine that connects your AI customer agent to your business systems.

Because Affinity already tracks how a relationship formed and who introduced whom, your agent can open a conversation already knowing which deal a contact belongs to and how warm that relationship is, instead of starting from a blank contact card.

When a customer’s behavior on your website or in your product signals renewed interest in a deal, the agent pushes that signal into Affinity tagged for whichever partner or associate owns the relationship, so it lands with the person already tracking that company.

Key benefits

• Full context on every conversation: Your agent reads the contacts, companies, and deal history Affinity already tracks, so a returning contact never has to re-introduce themselves or their company.
• Signals reach the deal owner, not a queue: Interest signals your agent picks up on your website and in your product route into Affinity tagged for the partner or associate already tracking that relationship.

How does it work?

Living Context reads Affinity’s contacts, companies, and deal records so your agent can ground a conversation in the relationship history already on file. When the agent spots a signal worth acting on, it writes it back into Affinity against the right deal, for whoever owns that relationship to follow up.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Configure” for the Affinity integration. This will open a popup where you can connect your Affinity account and set up the integration.