G2 Vendor Directory

Roundtable vs. Affinity

A side-by-side comparison based on G2 review data.

MetricRoundtable

by Roundtable

Affinity

by Affinity

Overall rating5.04.4
Review count1673
Ease of use9.98.9
Ease of setup9.98.4
Quality of support10.08.9
Meets requirements9.98.6
NPS10071.641791
Small Business100.0%80.8%
Mid-Market0.0%16.4%
Enterprise0.0%2.7%
Total page views137962
Total LLM citations1408,877

Roundtable

Roundtable is Europe's leading platform and financial infrastructure for private markets. Founded in 2022 by Evan Testa, Julien Fissette and Simon Ternoir, the company has quickly established itself as a key player in democratizing access to private markets through a unique combination of community-driven marketplace and automated investment infrastructure. Roundtable credentials include €400M+ under administration, 350+ investment communities, 10+ funds onboarded, 20,000+ investors across 80+ nationalities, and 600+ deals completed in 2024.

Pros

    Affinity

    Affinity is the AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle. Built on a decade of proprietary relationship and deal data, Affinity automatically captures interactions, maps your firm's network, and surfaces the connections that move deals forward. Ascend, Affinity’s agent platform, handles the procedural work at every deal stage so teams can focus on the judgment-intensive work that drives returns. Trusted by more than 3,300 private capital firms, Affinity transforms relationship capital into a measurable competitive advantage.

    Pros