AI agents for Affinity
A Monmo agent works in Affinity the way an analyst on a deal team would. It logs inbound opportunities to the right list with the fields filled in, researches each company before the first call, finds who on your team knows a founder best, and drafts first-pass memos and weekly pipeline notes. It uses your own Affinity access and asks before it adds, moves or changes anything.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Affinity
Log inbound deals to the pipeline list
When a founder emails a deck to your Gmail or Outlook inbox, it creates the organisation and adds it to your deal flow list with source, sector, round and stage filled in. One card covers each day's entries.
AskEach evening, add today's inbound pitch emails to the Deal Flow list with source, sector and round filled in.
Research a company before the first call
It reads the deck, the website, the LinkedIn company page, news, hiring and public filings where they exist, and writes a two-page brief with Crunchbase funding history, competitors and the questions your partners usually ask.
AskWrite a two-page brief on Fernhill Robotics before Thursday: funding history, competitors and five diligence questions.
Find the warmest path to a founder
For a target company it checks who on your team has emailed or met the founder or an investor, ranks the paths by how recent and frequent the contact was, and drafts the intro request.
AskWho on our team knows the founders of Oakfield Health best, and draft the intro request I'd send them.
Draft a first-pass investment memo
From your call notes, the deck and its research, it drafts the memo in your firm's template in Google Docs: thesis, market, team, risks and open questions. The investment decision stays with the partners.
AskDraft a first-pass memo on Fernhill Robotics in our template from my notes and the deck.
Write the Monday pipeline note
Every Monday at 7 it reads the deal flow list, notes stage moves, deals untouched for two weeks and passes that are due, and drafts a note for the partners' meeting, posted to Slack once you approve.
AskEvery Monday at 7, draft the pipeline note from Affinity: stage moves, stale deals and pending passes.
Track portfolio companies
Each month it collects news, hires and funding for every company on your portfolio list, and drafts updates to fields such as last round and headcount for you to approve.
AskOn the 1st of each month, gather news on our portfolio list and propose field updates in Affinity.
Keep notes and fields consistent
It finds deals with no owner, stages that do not match the latest notes and duplicate organisations, and proposes fixes you can approve one by one or together.
AskFind Affinity deals with no owner or a stage that doesn't match the notes, and suggest fixes.
How it connects
- 1You connect Affinity once with your own access, usually an API key from your Affinity settings. Depending on your firm's setup, an admin may need to enable API access. The agent sees the lists and relationship data your user can see.
- 2You choose which agents may use Affinity. A research or deal team agent fits; given how sensitive relationship data is, keep it to the agents that need it.
- 3Reading lists, organisations, people, notes and relationship data happens without asking. Creating organisations or list entries, changing a field or stage, writing notes and sending any intro email ask first.
More in CRM and sales
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Affinity is not on screen.
On screen
Google
Google Docs
Pick a job. Watch it get done.
Your team. Connected to everything.
Ridge in Japan — launch brief+Ridge in Japan: what to charge, where to sell
The market
Competitors at 500 ml
| Brand | Price | Sold mostly |
|---|---|---|
| Tumbl | ¥4,400 | Marketplaces |
| KŌRI | ¥4,800 | Marketplaces |
| Northpeak | ¥5,200 | Outdoor chains |
| Onda | ¥5,800 | Own store |
| Ridge (proposed) | ¥4,800 | Marketplace-first |
Where people buy
- Marketplaces62%
- Outdoor chains24%
- Brand sites9%
- Other5%
Match KŌRI, undercut Northpeak, and open on marketplaces before the spring hiking season.
Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent manage deal flow in Affinity?
It can do the logging, research and upkeep. A Monmo AI agent adds inbound opportunities to your lists, fills sector, round and source, writes briefs and flags stale deals. Every new entry or change waits for your approval, through the Affinity connection or in its own browser when the connection does not cover something.
Can it find warm introductions using Affinity?
Yes. The agent reads who on your team has been in touch with a person and how recently, ranks the paths and explains why each one is strong or weak. It drafts the intro request for you or a colleague to send. Asking for the introduction stays a person's decision.
Will the agent make investment decisions?
No. It prepares the material: research, a first-pass memo, comparisons with similar deals and the open questions. Whether to take a meeting, pass or invest is decided by your partners. The agent can also draft the pass email for you to edit and approve.
Is relationship data in Affinity safe with an AI agent?
The agent uses the Affinity access you connect, so it sees only what that user can see, and never changes or shares data without your approval. You can limit Affinity to one agent, watch the agent's screen while it works and disconnect it at any time. Check your firm's data policies before connecting.