Affinity integration for Rig
The easiest way to connect Affinity to Claude and other AI tools
Affinity is a relationship intelligence CRM used by venture, private equity and dealmaking teams to manage deal flow and networks.
What Rig syncs from Affinity
Once connected, Rig models these objects so questions resolve to the right tables and joins:
- Organizations
- People
- Opportunities
- Lists and list entries
- Field values
- Interactions
- Notes
- Relationship strength
How Affinity connects to Rig
Rig Ingest syncs your Affinity lists, opportunities and interaction data into your warehouse on a schedule. Rig models your deal-flow stages and relationship signals so portfolio and sourcing questions resolve correctly.
Analyse deal flow and sourcing
Rig reads Affinity list entries and stage fields, so you can measure how many deals enter the funnel, where they come from, and how quickly they progress. Investment teams see sourcing performance without manual list exports.
- How many new deals entered the pipeline this quarter by source?
- What is the average time from first meeting to term sheet?
- Which partners source the most deals that progress?
Map relationship strength to outcomes
Affinity tracks who knows whom and how warm the relationship is. Rig joins that signal to opportunities so you can see whether stronger relationships correlate with winning competitive deals.
- Which firms do we have the strongest paths into?
- Show deals where we have no warm introduction
- Who on the team has the best network in fintech?
Report on portfolio and pipeline coverage
Rig rolls up Affinity opportunities and custom fields into portfolio and pipeline views, so partners get a current picture of coverage by sector, stage and check size without a manual deck.
- Show pipeline by sector and stage
- How many active deals are above our target check size?
- Which sectors are we under-covered in?
Ask your Affinity data in Claude, ChatGPT or Cursor
Rig serves your Affinity data to AI assistants over MCP. Once Affinity is synced into your warehouse, you can ask questions in plain English from the tool you already use, and every answer is backed by validated, governed SQL.
Frequently asked questions
- What Affinity data does Rig sync?
- Organizations, People, Opportunities, lists and entries, field values, interactions, notes and relationship strength signals.
- Can Rig analyse deal flow from Affinity?
- Yes. Rig models your lists and stage fields so sourcing, progression and coverage questions are answered in plain English.
- Can I query Affinity in Claude or ChatGPT?
- Yes. After syncing, Rig serves Affinity data to AI assistants over MCP.
- How often does it refresh?
- Rig Ingest syncs on a schedule and tracks schema changes automatically.
Related integrations
Connect Affinity data to AI tools like Claude
Rig builds a governed context layer over your data so every team, and every AI tool, asks questions and gets answers they can trust.