About Anker Capital
Anker Capital is a boutique investment firm where privacy, speed, and autonomy are essential. Their workflows require collaborative deal tracking while ensuring that each broker retains control over sensitive investor data. Prior to our work together, they had no modern CRM and relied on fragmented spreadsheets and manual updates.
Unique Constraints and Requirements
Anker Capital operates with high internal confidentiality. This meant:
Brokers must collaborate, but certain fields (like investor emails or phone numbers) must remain hidden from other users
The system must support rapid, scalable deal workflows with strong access control
Minimal technical overhead for maintenance
Objectives
Replace spreadsheets with a full-featured CRM
Build a modular, collaborative system with advanced data permissions
Empower brokers with autonomy while enabling firm-wide visibility on deals
Onboard teams and reduce manual work
How We Implemented the System with Attio
1. CRM Setup from Scratch
We structured Attio to match Anker's investment workflows:
Deals, Contacts, Investors, Pipelines, and Relationships
Custom fields, user views, permissions, and automations
Tags and filters for intuitive tracking and prioritization
2. Privacy by Design
Attio doesn't natively support full field-level permissions. We engineered a workaround:
Data abstraction system to allow sharing deal-level views while hiding private contact details
Smart segmentation and user-specific filters
Permission mapping through teams and roles to scale access control
3. Modular GTM Stack
We laid the groundwork for future integrations:
API-ready setup
Onboarding documentation
Slack-based alerts and task triggers
Results
Operational
CRM fully deployed across brokers with zero training overhead
Data privacy preserved without breaking collaboration
Reduced admin time and improved reporting transparency
Strategic
Created a long-term scalable foundation for deal and investor tracking
CRM adoption unlocked visibility for partners without compromising autonomy
Positioned Anker Capital for more data-driven decisions
Why This Matters
If you're an investment firm handling confidential investor relationships and struggling with spreadsheets, this case proves that Attio can be tailored to protect your data while enabling your team to close more deals, faster — with trust and autonomy built-in.