Affinity vs 4Degrees

Both are relationship intelligence CRMs for private-market deal teams, and both build the graph out of the firm's own email and calendar. The gap that shows up first is disclosure: Affinity publishes its prices and 4Degrees doesn't.

By Jerry Feng, Growth at Happenstance. Updated August 28, 2026.

The short version

Affinity, if you want to know the price and what each tier buys before you talk to a salesperson; 4Degrees, if you'd rather have the conversation first. They are the same kind of product, a CRM for private-market deal teams that scores relationships from the firm's own email and calendar. Affinity publishes three per-seat annual prices, $2,000, $2,300 and $2,700, and names the data and agent layer each one buys. 4Degrees publishes no price at all and says only that it charges per user per month.

Affinity details from affinity.co public pages and 4Degrees details from 4degrees.ai public pages.

Affinity

Calls itself
The AI-first private capital CRM
Users
3,300+ private capital firms, its own count
Pricing
Essential $2,000, Scale $2,300, Advanced $2,700 per user per year; Enterprise custom
Free plan
None. Every tier goes through sales
Security
SOC 2 and ISO 27001 on its trust center

4Degrees

Calls itself
The AI-powered CRM for private-market deals and the relationships that drive them
Users
Hundreds of private capital teams, its own count
Pricing
Not published. Per user per month, quoted case by case
Free plan
None. Every call to action is Schedule my demo
Security
Not published

Affinity publishes prices, 4Degrees doesn't

4Degrees answers the pricing question with a sentence rather than a number. Its pricing page reads, verbatim: "At 4Degrees, we charge on a per-user per-month model. The exact pricing depends on a few factors specific to your organization and team, so we will need to get in touch." No tier names, no floor, no minimum seat count, no trial. The only unit disclosed is per user per month, which is worth noting on its own, because the incumbent it's usually compared with sells annually.

Affinity publishes three numbers and attaches named features to each: Essential at $2,000 per user per year, Scale at $2,300, which is where AI Chat, the notetaker, the Ascend agents and the MCP server begin, and Advanced at $2,700, which adds enrichment from PitchBook, Dealroom and Crunchbase plus packaged Slack, Salesforce and Box integrations. Enterprise is custom. Publishing the number doesn't make it self-serve, and it's not: every tier still runs through a sales conversation and there's no free tier.

Treat the disclosure gap as a buying consideration rather than a character judgment. A published price lets a four-partner fund budget before the first call, and it caps how far a quote can drift from list. An unpublished one means the number is set in the room, which sometimes lands lower for a small team and sometimes does not. Either way, ask 4Degrees for a written per-user per-month figure at your exact headcount before you compare a single feature, because without it the comparison has one side missing.

Side by side

4Degrees publishes less about its product than Affinity does.

Graph source, connected sources, market, search, workflow, developer access, pricing and security compared between Affinity and 4Degrees
Affinity4Degrees
Where the graph comes from
First-party signalEvery licensed seat's email and calendar, captured firm-wideThe firm's synced email, calendar and communications
Relationship scoringRecency and frequency of interactionsEmails, meetings and shared calendar events
Inference beyond recorded activityInferred network connections, on Scale and upNot published
Third-party enrichment40+ sources including PitchBook, Preqin, Grata, Dealroom and Crunchbase, on AdvancedCrunchbase and PitchBook
Published scale3,300+ firms, 25B+ emails and calendar events, 130B+ structured relationships, its claimsHundreds of private capital teams, its claim
Connected sources
What it syncsFirm email and calendarFirm email, calendar and communications
Browser and inbox extensionsNot publishedGmail, Outlook, LinkedIn and Chrome extensions
Personal social accountsNot advertisedNot advertised
Who it's sold to
Named marketsPrivate equity, venture, private credit, corporate venture, investment banking, asset management, family offices, fund of funds, acceleratorsVenture, private equity, investment banking and M&A, corporate development, commercial real estate, consulting
An individual can buy itNoNo
Search
Plain-English searchAI Chat, on Scale and upNot published
Warm introduction pathsYesYes
Who at the firm knows this companyYesYes, an FAQ on its own product page
Workflow
Deal pipeline and stagesYesYes
Documents and data roomNot publishedIts own claim, on its comparison page
Meeting notetakerOn Scale and upNot published
Packaged integrations and automationsSlack, Salesforce and Box, on AdvancedNot published
Reporting across the firmYesNot published
API and assistants
Public APIUnlimited API on EnterpriseNot published
MCP serverOn Scale and upNot published
AgentsAscend: meeting prep, warm intros, data updateAI workflows, its own claim
Listed in OpenAI's app directoryYesYes
Pricing
Free planNoNo
Published price$2,000, $2,300 or $2,700 per user per yearNone. Per user per month, amount not published
Self-serve signupNoNo
Security
Stated attestationSOC 2 and ISO 27001 on its trust centerNot published
Enterprise controlsSSO, fund-level permissions, custom data retention, on EnterpriseNot published

Both build the same graph from firm email and calendar

Strip both products back and the engine is identical: sync the firm's email and calendar, resolve people and companies, score each relationship on how recent and how frequent the interaction was, then show a deal team who owns the warmest path. Affinity describes the score as coming from recency and frequency of interactions. 4Degrees describes it as coming from emails, meetings and shared calendar events. Those are two phrasings of one mechanism.

The difference sits above the engine. Affinity has broken the layer into priced steps you can read off a page: the notetaker, AI Chat, the Ascend agents for meeting prep, warm intros and data updates, and an MCP server, all starting on Scale; enrichment from 40+ sources including PitchBook, Preqin and Grata, plus Slack, Salesforce and Box, on Advanced. A fund can therefore decide which layer it's paying for.

4Degrees publishes no tier structure, so the same decision happens in conversation. Its own pitch is that the layer is workflow rather than data: on its comparison page it claims pipeline, document, data room and AI workflows as what it adds after the relationship is found, and it ships Gmail, Outlook, LinkedIn and Chrome extensions, which Affinity doesn't advertise. Whether that bundle costs more or less than $2,300 a seat is the one thing 4Degrees does not publish.

Choose Affinity if

  • You want to budget the purchase before the first sales call
  • Enrichment from PitchBook, Preqin and Grata belongs on the company record
  • The AI layer matters and you want to know exactly which tier buys it
  • Procurement needs SSO, fund-level permissions and custom data retention
  • The firm is large enough that firm-wide reporting is the point of the system

Choose 4Degrees if

  • A per-user per-month contract suits the firm better than an annual seat
  • The deal work runs through documents and a data room, not only a pipeline
  • The team lives in Gmail, Outlook and LinkedIn and wants the CRM in extensions
  • The market is commercial real estate, consulting or corporate development
  • You'd rather negotiate a price for a small team than accept a list one

If you are buying for yourself rather than a firm

Both of these are firm purchases. Neither sells to an individual, neither has a free tier, and both are priced as a system of record for a team with a procurement process behind it. That leaves a large group of people who ask the same question these products answer, angels, solo general partners, scouts, operators and founders, with nothing to buy.

The search half of the job has a free answer. Happenstance searches the accounts a person connects, or that a group pools, and answers in plain English who they know and who can introduce them. The pipeline, the notes and the CRM record are what Affinity and 4Degrees sell; Happenstance is the search layer beside either. For a fund that has already bought one, it's a free second surface; the 4Degrees comparison sets out how the two fit together.

Switching, rather than running both

These two don't coexist. They capture the same email and calendar, build the same kind of graph and hold the same deal records, so running both means paying twice and splitting the record. Firms evaluating this pair are almost always choosing one, or moving from one to the other.

The subscription is the small part of what the move costs. It's the deal history, the field mapping, the reports partners already rely on and the weeks of adoption before the new system is trusted. That cost is the reason to price this decision on a three-year horizon rather than a first-year discount, and the reason to get 4Degrees' per-user per-month number in writing before either contract is signed.

Two more questions belong in the same conversation, because both products end up holding the firm's relationship history. What does a full export look like on the last day of a contract, and which of the enriched fields sitting on your records leave with you when the license does? Neither vendor publishes an answer, and both matter more in year three than any feature above.

What Happenstance can see

Email is read as headers only. Message content and attachments never reach our servers. Yes. Your connections are searchable only by you, the friends you accept, and the groups you join, and sharing is always mutual. Your public profile shows a constellation of named people you know by default, which you can turn off anytime. We never share, sell, or use your data to train AI models. Happenstance is SOC 2 certified and DTI Trust Level 2; the full list of what is stored and for how long is on the security page.

Frequently asked questions

What's the difference between Affinity and 4Degrees?

Less than the category usually implies. Both are CRMs sold to private-market deal teams, both build the relationship graph from the firm's synced email and calendar, both score relationship strength, both enrich records from Crunchbase and PitchBook, and both surface who at the firm can make an introduction. What separates them on the public record is scale and disclosure: Affinity claims 3,300+ private capital firms and publishes tiered per-seat prices with named features, while 4Degrees says it's trusted by hundreds of private capital teams and publishes no price.

How much does 4Degrees cost?

4Degrees doesn't publish a price. Its pricing page says, in its own words, that it charges on a per-user per-month model and that the exact price depends on factors specific to your organization and team, so it needs to get in touch. There's no free tier, no published minimum and no self-serve signup, so the only way to get a number is to book the demo.

How much does Affinity cost?

Affinity publishes per-seat annual prices: Essential $2,000 per user per year, Scale $2,300, Advanced $2,700, and Enterprise on custom pricing. Scale is where AI Chat, the notetaker, the Ascend agents and the MCP server start, and Advanced is where enrichment from PitchBook, Dealroom and Crunchbase and the packaged Slack, Salesforce and Box integrations start. There's no free tier, and every tier is still bought through a sales conversation.

Which is better for a small VC fund?

Affinity, if you need the number before the call: its floor is $2,000 per user per year, so a four-partner fund can budget before the first conversation. 4Degrees, if you'd rather negotiate: it prices per user per month and quotes case by case, and neither vendor publishes a seat minimum. Ask both for a written price at your exact headcount before comparing features.

Do Affinity and 4Degrees both work with ChatGPT and Claude?

Both are listed in OpenAI's app directory. Affinity publishes an MCP server on its Scale tier and up and pitches Ascend agents that run from Claude, ChatGPT and Snowflake. 4Degrees doesn't publish MCP or API access, so ask before you sign.

Is there a free relationship intelligence tool for private capital?

For the deal CRM half of the job, no: every serious system of record in private capital is sold by the seat through a salesperson. For the search half, Happenstance is free. Pro raises the limits. It answers, in plain English, who is reachable through the accounts a person has connected; a fund that needs a system of record pairs it with Affinity or 4Degrees.

Can you run Affinity and 4Degrees together?

There's little reason to. They occupy the same slot, capture the same firm email and calendar and produce the same relationship scores, so running both means paying twice for one graph and splitting the deal record across two systems. This is an either-or purchase, and what changing your mind later costs you is the migration rather than the subscription.

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