Your funds and portfolio, as your own tables
Funds, LPs, investments and portfolio figures, each a table linked to its companies and people. Affinity has lists of organizations, people and deals.
Switch from Affinity to Atome.
Your organizations, people and deals move into Atome, with the documents, the forms and the guests around each deal. The Atome team plans the move with you.
- Data hosted in the EU
- Start with one team
- Keep Affinity while you switch
Why teams leave Affinity
What your firm gets in Atome.
Collaborate with LPs, founders and partners
Invite an LP, a founder or a co-investor as a guest who sees only the records and pages you share. Affinity's collaborators get read-only lists, as a paid add-on.
Keep your data sovereign
Atome is hosted in the EU, by UpCloud and Aiven, two Finnish companies. Affinity is a San Francisco company hosted on US servers.
More than a CRM
Call transcripts, automations, forms, views, and so much more.
Manage emails as a team
Email: Gmail and Outlook, shared inbox, campaigns
Every email is saved on the founder, the company and the deal it belongs to, for the whole team.
Book founders into your team calendar
Calendar: Google and Microsoft sync, team calendars, scheduling
Founders and experts pick a time from your scheduling link, and the meeting is saved on the company and the deal.
Record and transcribe your meetings
AI notetaker: transcript, summary, next actions
Atome records the call with a founder or an expert, saves the summary on the deal and lists the next steps.
Write notes and memos
Docs: notes, investment memos, IC briefs
Every note and investment memo is saved on its company's record, for the whole team.
Enrich every company you add
Enrichment: company and contact details filled in
Add a company's website, and Atome fills in its industry, size, location and LinkedIn.
Ask an AI that knows your firm
AI brain: full context on all your data
Ask which founders have not replied in two weeks. The AI answers from your emails, meetings and files.
Chat about each deal
Each company and each deal has its own chat thread for the team.
Automate repetitive work
A deal moves to due diligence, and Atome creates the tasks and tells the partners.
Receive deals with forms
A form on your website creates the company, its founders and the deal, and gives the deal an owner.
Build your own pipelines
Set the stages, fields and views of each pipeline: deal flow, LPs, portfolio or hiring.
Comparison
Atome and Affinity, side by side.
What each one includes, as each company publishes it. Checked October 2026.
Overview
What it is
All-in-one CRM and workspace
Relationship CRM for private capital
Set up by
Who does the first configuration
The Atome team, with you
Affinity's onboarding
Data import and field mapping
Where data is hosted
European Union
Sovereign, by European companies
United States
On AWS
Your data
Your own tables
Funds, LPs, investments, linked to companies
Included
Not included
Lists of organizations, people and deals
Forms
Included
Not included
Through Typeform
Conditional visibility
A field or a button shown when a rule matches
Included
Not included
Automations
Included
Partly
Field updates and Slack alerts, Advanced plan
Guests from outside the company
LPs, founders and partners
Included
Records and pages you share
Partly
Read-only lists, a paid add-on
Who sees which record
Access set record by record
Included
Rules by record, fields restricted
Partly
By list; by deal on Enterprise
Around each deal
Email on each record
Included
Gmail and Outlook, both directions
Included
Captured from Gmail and Microsoft 365
Shared inbox
A team's emails, worked together
Included
Not included
Each mailbox synced alone
Calendar
Included
Google and Microsoft, both directions
Partly
Read only
Meeting recording
Transcript and summary
Included
No bot in the call
Partly
A bot in the call, Scale plan and up
Relationship strength
Who on your team knows a contact, and how well
Included
From your team's emails and meetings
Included
With warm introduction paths
Team chat
Included
Partly
Notes, comments and the Slack app
AI
Included
Reads records, emails, meetings and files
Included
Scale plan and up
Closing deals
Email campaigns
LP updates, newsletters
Included
Partly
Bulk email, 200 per batch, Scale and up
Booking links
Founders pick a time in your calendar
Included
Not included
Enrichment
Company and contact details filled in
Included
From websites and email signatures
Included
PitchBook, Dealroom, Crunchbase on Advanced
PDF documents from records
Memos, term sheets, reports
Included
Not included
E-signature
Included
Not included
Dashboards
Charts, numbers and pivot tables on live records
Included
10 chart types, numbers, pivot tables
Included
Scale plan and up
Price
Starting price
Per user, per month, billed yearly
€49
Excluding VAT
$167
$2,000 a year, through sales
Sources: affinity.co, support.affinity.co, Atome
Which one fits
When Affinity fits better.
Affinity suits firms that source through their network: who knows whom, and who can introduce them. Atome suits firms that want the whole deal in one place, from the first email to the signed documents, with LPs, founders and co-investors invited in.
Fits better if
Affinity
- Warm introductions through your team's network are how you source deals
- Your team works from PitchBook or Dealroom data inside the CRM
- A CRM is all you need, with your other tools around it
Fits better if
Atome
- LPs, founders or partners should see part of your data
- Memos, documents and signatures go through other tools today
- Your data has to be hosted by European companies
How the switch works
We handle the switch from Affinity.
Our team plans the move with you, imports your data and trains your teams. Affinity keeps running until your team works in Atome.
-
Plan the switch
We go through your lists and fields with you and choose what moves and what merges.
-
Move your data
Organizations, people, deals and notes are imported and checked with you.
-
Train your team
Short sessions, by team, on the work they do every day.
-
Turn Affinity off
When your team works in Atome, you export a last copy and end the subscription.
What moves over
What Affinity becomes
in Atome.
Organizations, people, opportunities, their fields and their notes move into Atome as they are. Atome works out relationship strength again from the emails and meetings of the mailboxes you connect. Our team rebuilds your automations and dashboards with you.
What happens
Organizations
Companies
Included
Moves as it is
People
Contacts
Included
Moves as it is
Opportunities
Deal boards
Included
Moves as it is
Lists and fields
Views and fields
Included
Moves as it is
Notes
Notes on each record
Included
Moves as it is
Relationship strength
Relationship strength
Partly
Rebuilt with our team
Automations
Automations
Partly
Rebuilt with our team
Dashboards
Dashboards
Partly
Rebuilt with our team
Warm introduction paths
Not included
Stays in Affinity
FAQs
Questions about the switch.
Have you migrated teams from Affinity before?
Our team has migrated teams from Pipedrive, HubSpot, Airtable, Odoo and spreadsheets, with tools we built for switching from an old CRM. For Affinity, we look at your lists with you before anything moves.
Does Atome show who on our team knows a contact?
Yes. Atome scores each relationship from your team's emails and meetings, and shows on each contact and company the colleague who knows them best. It does not draw introduction paths through other people's networks.
Do our emails come over?
Your emails come from your mailbox. When you connect Gmail or Outlook, you choose how much past email Atome brings in, and each thread is linked to its contacts and companies.
Can we keep Affinity while we try Atome?
Yes. You can start with one team, keep Affinity for the rest, and switch it off when your team has moved.
Who does the switch?
Our implementation team, with you: planning the switch, migrating your data and training your teams.
Where is our data hosted?
In the European Union. Servers and file storage are provided by UpCloud, and the database by Aiven in Germany. Atome AI runs on Mistral AI in France, and on European servers through Cortecs in Austria. The sub-processors page lists every provider.
How much does Atome cost?
€49 per member per month, excluding VAT, billed yearly, or €59 billed monthly. Each member gets a monthly AI allowance.
For any other question, book a demo.
Plan your switch from Affinity.
A call with our team, your setup on screen, and a plan for the move.