Affinity
Affinity powers half of the top 300 venture firms worldwide, tracking over 1 million deals and $1 trillion in assets. Your Tars AI Agent taps into this relationship intelligence during investor conversations, surfacing warm introduction paths, retrieving company enrichment data, and querying deal pipelines without manual lookups.
Your AI agent becomes your dealmaking assistant, accessing Affinity's relationship scores, enriched company profiles, and pipeline data to support investment decisions in real-time.
Affinity
From LP calls to founder outreach, these are the high-stakes moments where instant access to Affinity data gives your firm a competitive edge.
Your limited partner asks about current deal activity. Your Tars AI Agent queries Affinity opportunities and list entries in real-time, summarizing active deals by stage, investment amounts, and team assignments. You provide precise fund updates without scrambling for spreadsheets or asking associates to pull reports.
You need to reach a founder at a hot Series A company. Your AI Agent retrieves the company and key person records from Affinity, analyzing relationship scores to find the strongest connection path through your firm's network. Within seconds, you know which partner has the warmest introduction and their last interaction date.
Thirty minutes before a pitch meeting, your AI Agent pulls comprehensive context from Affinity: the company's funding rounds, previous interactions with your team, competitor investments, and any notes from prior conversations. You walk into every meeting with full relationship history at your fingertips.
Affinity
FAQs
The agent retrieves person and company records with associated relationship data from Affinity. By querying list entries and interaction history fields, it identifies team members with the strongest connections to target contacts based on email frequency, meeting recency, and relationship scores configured in your instance.
Affinity auto-enriches company records with data from 40+ premium sources including funding history, employee count, growth metrics, and firmographic details. Your AI Agent retrieves this enriched profile along with any custom fields your team has added like investment thesis, sector tags, or deal stage notes.
Yes. The agent queries opportunities from your deal pipeline lists with full field data including stage, expected close date, investment amount, and custom attributes. It can also access saved views to retrieve pre-filtered deal segments matching your LP reporting structure.
Most operations require the Export data from Lists permission. Accessing company and person directories needs Export All Organizations and Export All People permissions respectively. Configure these in your Affinity workspace settings to enable full agent functionality.
The agent queries list entries for any person or company across every list they appear on. It retrieves list-specific field values and metadata, providing a unified view of how a record flows through your sourcing, evaluation, and portfolio lists.
Yes. The agent retrieves field metadata including custom dropdown options, date fields, number fields, and status configurations. It can then request specific field data by ID, giving you access to all custom data structures your team has built in Affinity.
Querying a list returns all entries with selected field data. Querying a saved view returns only entries matching the pre-configured filters you set in the Affinity web app. Use saved views when you need curated segments like active deals or priority sourcing targets.
This integration focuses on read operations for relationship intelligence. It retrieves companies, persons, opportunities, lists, and field data. Email body content, calendar event details, and write operations like creating or updating records are not available through the current API connection.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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