Affinity CRM vs RB Network

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. The Affinity app keeps that intelligence with you between meetings. Check a contact's history, log a note, or see who on your team has the strongest connection to a company, all from your phone. Ascend, Affinity's agent platform, handles the procedural work at every deal stage so your team 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. Learn more at affinity.co.

The Rockbridge app serves as the official digital companion for Rockbridge gatherings, retreats, and member events. Created exclusively for the Rockbridge community, the app provides a seamless way for members and invited guests to stay informed, navigate programming, and engage with each gathering. From arrival through the closing session, the app ensures that every detail of the experience is easily accessible. With the Rockbridge app, you can: Stay Informed in Real Time Receive important announcements, schedule updates, and timely notifications directly from the event organizers throughout the gathering. Explore the Event Program View the full agenda, including keynote conversations, private discussions, curated experiences, and special evening programming. Create a Personalized Schedule Build your own itinerary by selecting the sessions, discussions, and experiences you plan to attend. Access Speaker and Program Information Learn more about featured speakers, moderators, and contributors participating in each session. Connect and Communicate During the Event Use the in-app messaging feature to coordinate conversations and stay connected throughout the gathering. The Rockbridge app ensures that each event runs smoothly while allowing members to focus on what matters most — thoughtful conversation, meaningful relationships, and the exchange of ideas within the Rockbridge community.