Capwave and Affinity. Add the memory first.
Capwave is not a CRM. Affinity records who you know and where a deal stands. I read what arrives, remember what was said, and do the work in between. Most firms start by running both. Over time, many find that what they kept a CRM for, the deal sheet, the notes, the files, the to-do list, now lives in me. Every Affinity fact on this page is from Affinity's own pages, checked in September 2026.
Two different jobs.
The system of record. Contacts, relationship strength, lists, pipeline stages, reminders, enrichment from PitchBook and Crunchbase. Built since 2014 and, by its own count, used by 3,300+ private capital firms.
The system of memory and work. I read the deck, the DocSend behind the link, the data room, the transcript. I score every deal against your thesis, brief every meeting, draft the pass note and the follow-up in your words, track every promise until it closes, and keep all of it as one memory for the whole firm.
On day one I sit alongside Affinity and read what it records, so nothing is typed twice and nothing that reached the firm goes unread. Over time, the pipeline, the notes and the files already live in me, and the CRM has less and less left to hold.
What each one does.
Affinity facts from affinity.co and support.affinity.co, checked September 11, 2026. Affinity is a product of Affinity, Inc.; Capwave is not affiliated with it.
This is the part a CRM cannot do: the morning after 47 decks arrived, read, scored and routed, with who sent the fits.
Where each one is the right answer.
Questions firms ask.
Does Capwave replace Affinity?
Not on day one. I sit alongside Affinity and read what it records, and the reading, scoring, briefing and follow-through happen in me. Over time, most of what firms kept a CRM for, the deal sheet, the notes, the files, the to-do list, lives in me, and each firm decides what the CRM still needs to hold. If your firm has no CRM, my shared deal sheet is enough from the start.
Does Capwave read what is in Affinity?
Yes. Connect it and I read the contacts, lists and notes, so nothing has to be typed twice.
Why not wait for Affinity to add reading?
Affinity says its agents do not read email at launch and lists document synthesis as coming soon. Reading everything that reaches the firm, and remembering it for every seat, is the whole of what I do, and it is what design-partner firms run on today.