Attio for investment firms
and startups that need it
working in days.

Full export and backup before we touch anything. Then we map every relationship type, including the ones the source CRM stored as fields instead of objects, and rebuild them as proper bidirectional record references in Attio. Email + calendar history syncs forward via a separate integration so you do not lose any historical context. We have moved teams off all three with zero data loss.

Reporting requirements drive the schema, not the other way around. We start every engagement by writing down the exact reports your IC, board, or investors need to see, then build the data model so those reports are one query away. The most expensive mistake we see in CRM rebuilds is teams designing the workspace first and discovering at month three that the reports they need are impossible.

We work in fixed-scope phases, not fixed-scope projects. Each phase has clear deliverables and a price. If a new requirement surfaces, we slot it into the next phase or quote it as an add-on, with the impact on timeline made explicit. No surprise invoices and no scope creep that quietly extends the engagement.

For complex data models, Attio is the only modern CRM that does not force your business into someone else's pipeline shape. Custom objects on every plan, bidirectional record references, native AI, no contact-based pricing bomb. For funds, family offices, and operating teams with relationships that span years and multiple business contexts, the difference is structural, not cosmetic.

You do. Every workspace configuration, every automation, every workflow, every piece of documentation. No retainer lock-in. Most clients run their workspace independently after handover; some keep us on retainer for ongoing work because they want to.