Attio vs Affinity for VC, PE and M&A Firms (2026)

Attio or Affinity for a fund or advisory firm? Pricing, relationship intelligence, data model and migration compared by an Elite Attio partner.

novlini blog cover Attio vs Affinity for VC, PE and M&A Firms (2026)


Updated November 2026

The short answer

Affinity fits firms that win deals through warm introductions and want relationship scoring and onboarding handled for them. Attio fits firms that want to model their own deals, LPs, buyers or mandates, buy without a sales call and pay less per seat. At list price, a 10-person team pays about $23,000 a year on Affinity Scale and $9,480 on Attio Pro.

We implement Attio, so we are not neutral. Below we say where Affinity is the better choice.

Attio vs Affinity at a glance

Topic

Affinity

Attio

Built for

Private capital: VC, PE, investment banking

Any team, with a customizable data model

List price per seat

$2,000 to $2,700 a year (Essential, Scale, Advanced)

Free, then $35 (Plus) or $79 (Pro) a month billed annually

How you buy

Sales call

Self-serve, 14-day Pro trial

Relationship scoring

Score on every tier, plus warm intro paths

Connection strength and strongest connection, no multi-hop intro paths

Data model

People, organizations and opportunities in lists

Custom objects, up to 12 on Pro

Onboarding

Included, most firms live within 60 days according to Affinity

Migration service through sales from Plus up

API and MCP

API allowance of 100,000 calls a month on Scale

API, webhooks and MCP server on every plan

What a team pays

Annual cost at list price, annual billing, no negotiated discounts. Prices checked October 2, 2026.

Plan

3 seats

10 seats

25 seats

Affinity Scale ($2,300 per seat a year)

$6,900

$23,000

$57,500

Attio Pro ($948 per seat a year)

$2,844

$9,480

$23,700

Attio Plus costs $420 per seat a year but caps at 10 seats.

Where Affinity wins

  • Warm intro paths. Affinity maps the route to someone your team does not know directly, and Scale infers connections beyond direct email history. Attio shows who on your team has the strongest connection and stops there.

  • Onboarding done for you. Affinity includes import, field mapping and historical relationship data in every subscription.

  • Private-markets enrichment. The Advanced plan adds Dealroom and Crunchbase data and a PitchBook integration for firms that already have a PitchBook subscription.

If your partners ask “who knows this founder?” every week and the team is too big for anyone to know everyone’s network, Affinity earns its price.

Where Attio wins

  • The data model. You define your own objects and link them, so deals, LPs, co-investors and portfolio companies each get their own records. Verdict Capital runs a deal flow pipeline and an LP pipeline side by side in Attio, and b2venture tracks deal flow and its angel network separately.

  • Price and buying. There is a free plan, a Pro trial and self-serve checkout.

  • Building. The API, webhooks and MCP server are available on every Attio plan.

What it means for M&A boutiques

Affinity lists investment banking among its sectors. A boutique’s core records are mandates, buyers and targets, with a buyer universe for each mandate. Attio custom objects model that directly. Ashcombe moved from Excel to Attio in 10 days, and co-re.partners replaced a Notion investor database with a multi-mandate pipeline in 4 weeks.

In our view, relationship scoring matters less when most counterparties come from a researched buyer list than from the partners’ own network.

Migrating from Affinity to Attio

People, organizations, opportunities, lists, interactions, notes and files can move through the two APIs. Automations and integrations are rebuilt, calls and chats become notes, and Attio recalculates connection strength from the inboxes you connect instead of importing Affinity’s scores.

On our projects, Atlantic VC moved from Affinity to a 6-object Attio workspace in 8 days. Stride.VC took one month, including an LP and fund data model.

How to decide

  1. Do your partners source through warm introductions every week? Choose Affinity.

  2. Do you need your own data model for LPs, mandates or buyer lists? Choose Attio.

  3. Will someone own the system and build workflows? Choose Attio. If nobody will, Affinity’s managed onboarding matters more.

Whichever you pick, connect every investor’s email and calendar in the first week. A relationship graph with missing partners is a graph nobody trusts.

Frequently asked questions

Is Attio cheaper than Affinity?

Yes. At list price, Attio Pro is $948 per seat a year and Affinity Scale is $2,300. Prices checked October 2, 2026.

Does Attio have relationship intelligence?

Some. Every plan shows connection strength and which teammate knows a person best. Attio does not describe multi-hop intro paths.

Can I migrate from Affinity to Attio?

Yes. Records, lists, notes and files move through the APIs. Automations are rebuilt and scores recalculate.

Which is better for a small fund?

Attio, for most. It is free up to 3 seats, and Plus is $35 per seat a month billed annually.

Is Attio good for M&A advisory firms?

Yes, with custom objects for mandates and buyers. Ashcombe and co-re.partners both run on it.

Sources

VC Beast, Affinity vs Attio (October 2, 2026). Affinity pricing page. Attio pricing page. Attio help center on connection strength. ClonePartner’s Affinity to Attio migration guide.

Ready to go to market?

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Ready to go to market?

Book your free discovery call and get a tailored plan in 48h. No fluff, just results.

Ready to go to market?

Book your free discovery call and get a tailored plan in 48h. No fluff, just results.