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Our last event
We move your deal flow and LP pipeline off Affinity, Salesforce or spreadsheets and set up an AI-native CRM around how your fund runs. Migration, training and ongoing support are included.
Trusted by 100+ teams that switched CRM
VENTURE FUNDS THAT MADE THE SWITCH
Atlantic VC
b2venture
Stride.VC
Verdict Capital
SOUND FAMILIAR?
Your deal flow lives in one tool and your LPs in another.
Deals get copied in from an inbox, LP conversations sit in another sheet and nobody sees both when a founder or an LP calls back.
The pipeline is never current
Stages nobody updates and notes nobody writes. The weekly pipeline review runs on data your team already knows is stale.
The bill keeps growing
Licenses, add-ons, a consultant on retainer and the one person who knows how it works. You pay for a system your team works around.
Every pitch gets retyped
Every intro and pitch gets copied in from an inbox. At high volume, the team stops keeping the CRM current.
THE SOLUTION
One source of truth
for deal flow and LPs.
Email, calendar, calls and contacts in one place, organised around your deal flow and your LPs.
AI NATIVE
It updates itself
while your team meets founders.
The CRM reads your emails, calls and meetings, updates the record and flags what needs attention. Your partners spend their time with founders and LPs.
Every forwarded pitch becomes a deal, with the deck attached
Founder, co-investor and LP conversations logged on the right record
Answers about any deal, founder or LP, in the app or in Slack
WHAT YOU GET
Product and service,
handled by one team.
01
Data that fills itself
Emails, meetings and calls land on the right deal and contact. Nobody types them in.
02
A setup built around your fund
We design your deal flow and LP pipeline around how your fund runs.
03
A migration done for you
We move, clean and check your deal history and contacts. You review it before go-live.
04
A team that's ready on day one
We train your investment team on your own setup before anyone has to use it.
05
Easy to change
A new field, a new pipeline stage. Your team can change it in the app, or we do it for you.
FOR EVERY TEAM
Everyone on the team
feels the difference.
Sales reps
Sales leaders
RevOps and ops
Founders and execs
SALES REPS
Spend your time with customers.
Emails, calls and meetings land on the right record on their own. You open the CRM to see what to do next.
Every interaction logged with no typing
Call notes and next steps ready after each meeting
A clear view of which deals need you today
My day
Today
Calls logged
6
Next steps
9
To update
0
Northwind call
Summarised
Kestrel email
Logged
Brightside demo
Next step set
How it works
From old CRM
to running in three steps.
Your team keeps working deals. We do the rest.
01
Audit
We look at what you have, what you pay and what your team really uses.
02
Build and move
We design the setup, migrate and clean your data. You review before anything goes live.
INTEGRATIONS
Plugs into the tools
your team already uses.
Results
Real switches,
real timelines.
8 days
from Affinity to a 6-object Attio workspace at Atlantic VC
2 weeks
from Google Sheets to a dual pipeline at Verdict Capital
26 users
moved off Salesforce at b2venture
Customer stories
Venture funds
that made the switch.
Security
Confidential deals,
handled properly.
Deal flow and LP data are sensitive. The platform is independently audited. Read the details on the Attio Trust Center.
SOC 2 Type II
GDPR compliant
CCPA compliant
01
SOC 2
Security controls independently validated. Type 1 report issued in 2026.
02
GDPR
Compliant, with data protection agreements and a public subprocessor list.
03
ISO 27001
Certified information security management, certificate available through the Trust Center.
04
CCPA
Compliant with California privacy law.
05
Infrastructure
Encryption in transit, a web application firewall and a public status page.
PRICING
Choose
how much we take care of.
Attio license
$90
/ user / month
Attio Pro with a free audit of your current setup.
Turnkey
Full service
Custom
Migration, onboarding and support, scoped to your team.
Everything in Attio
Setup designed around your business
Data migration from your current CRM
Team onboarding and training
A support plan chosen with you
AI automations
The price depends on your number of Attio users and the support plan you choose. No commitment to book a call.
FAQ
Questions,
answered.
Everything to know before you switch. Still curious? Book a call and ask us directly.
What exactly do I get?
An AI-native CRM set up around your deal flow and LPs, your data moved into it, your team trained on it and a team to call when you need help.
How does the CRM fill itself in?
Can you connect the tools we already use?
Is my data secure?
Will we lose our deal history?
How long does the switch take?
Can we change the setup ourselves later?
What does support cover?
What happens when someone leaves?
What do we have to do on our side?
Resources
Straight talk
about CRMs.
Book a 30-minute call. We’ll look at your current setup, what it costs you and what a switch would look like for your investment team.
No commitment. If it isn't a fit, we'll say so.