Affinity vs PitchBook

Affinity8.8Visit PPitchBook8.4Visit

Higher score Affinity #1 in Investment Banking Software 8.8/10 Paid ✓ 0 of 2 features Visit Affinity

vs

P PitchBook #3 in Investment Banking Software 8.4/10 Pricing on request ✓ 0 of 2 features Visit PitchBook

• Affinity fits best

  Banking teams prioritizing relationship intelligence

• PitchBook fits best

  Teams needing investor, company, and deal research

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature	Affinity 8.8/10 Visit ↗	PPitchBook 8.4/10 Visit ↗
At a glance
Editor score	8.8	8.4
Ranking	#1 in Investment Banking Software	#3 in Investment Banking Software
Best for	Banking teams prioritizing relationship intelligence	Teams needing investor, company, and deal research
Pricing model	Paid	Paid
Starting price	$2,000/user/yr	Pricing on request
Free plan	—	—
Free trial	—	—
Deployment	Cloud, Mobile, Browser extension	Cloud, Mobile, Browser extension
Platforms	Web, iOS, Chrome extension	Web, Chrome extension
Support	Email, Docs	Live chat, Docs
Compliance	SOC 2, ISO 27001, GDPR	GDPR
Integrations	40+ integrations	6 integrations
Built for	Small business, Mid-market, Enterprise	Mid-market, Enterprise
Features Affinity 0/2 · PitchBook 0/2
Pitchbook builder	Not checked yet	Not checked yet
Diligence data room	Not checked yet	Not checked yet
Specs
Valuation model depth	Not checked yet	Not checked yet
Market data access	Not checked yet	Not checked yet
Users on entry plan	Not checked yet	Not checked yet
API access level	Not checked yet	Not checked yet
Deployment options	Not checked yet	Not checked yet
Our review
Pros	Scores relationship strength and surfaces warm introduction paths Captures email, calendar, and meeting activity into shared histories Combines deal pipelines, smart lists, and workflow automations	Research spans investors, funds, companies, deals, and limited partners. Exports and Excel, PowerPoint, Chrome, and CRM integrations support research workflows. RESTful API and direct data access enable programmatic use.
Cons	Essential starts at $2,000 per user per year, billed annually There is no free plan Support channels are email and documentation	It focuses on research rather than full deal workflow management. Pricing requires contacting sales and varies by seats, firm type, and premium offerings. No free plan is available.
Our verdict	Affinity is a relationship intelligence CRM for private capital firms, including investment banking teams that prioritize origination and shared deal context. It captures email, calendar, and meeting activity to build interaction… Read the review →	PitchBook is a private capital market intelligence platform for investment professionals, companies, and financial institutions. Its research covers investors, funds, companies, deals, limited partners, people, and market activity across… Read the review →

Strengths and trade-offs

• Affinity — where it wins

  • Scores relationship strength and surfaces warm introduction paths
  • Captures email, calendar, and meeting activity into shared histories
  • Combines deal pipelines, smart lists, and workflow automations

  Where it doesn't

  • Essential starts at $2,000 per user per year, billed annually
  • There is no free plan
  • Support channels are email and documentation

• PitchBook — where it wins

  • Research spans investors, funds, companies, deals, and limited partners.
  • Exports and Excel, PowerPoint, Chrome, and CRM integrations support research workflows.
  • RESTful API and direct data access enable programmatic use.

  Where it doesn't

  • It focuses on research rather than full deal workflow management.
  • Pricing requires contacting sales and varies by seats, firm type, and premium offerings.
  • No free plan is available.

• Affinity8.8/10 · Paid

  A relationship-focused deal CRM with automatic activity capture and banking-oriented pipelines.

  Visit AffinityFull verdict →
• PPitchBook8.4/10 · Pricing on request

  A research platform for private-market investors, companies, deals, and fund performance.

  Visit PitchBookFull verdict →