Affinity, a San Francisco, CA-based intelligent network management platform for financial sector firms, raised $13.5m in funding.
The round was led by 8VC, with participation from Sway Ventures, Pear Ventures, Great Oaks Venture Capital, Western Technology Investment, and angels like Charlie Songhurst.
Co-founded by Ray Zhou, CEO, and Shubham Goel, and also led by CTO Adam Perelman, Affinity provides clients in the financial sector with a proprietary AI technology platform that unifies, structures, and analyzes millions of data points across emails, calendar events, CRM objects, and third-party data sources and uses these learnings to:
– answer any question about a firm’s whole network – questions like “Who introduced us the most deals last quarter?” and “Which of our portfolio CEOs in New York have we not met in 1 month?”;
– automate data entry; and
– strategically inform users of conversations, relationships and other network insights.
On top of its product, the company is actively building integrations with other CRM vendors to bring its AI technology to financial firms of all sizes.