Case studies
Real builds.
Real numbers.
Every case study below is a workspace, an integration, or a migration we shipped, with the metrics that mattered to the team that bought it.
Meteoric Energy
Energy supplier / German industrial Mittelstand
A 10,000-account German energy TAM, scored by AI and routed through one Attio workspace, with calls, cold email, LinkedIn, and meetings all synced back in real time.
Pluspartners
Venture capital
5,189 companies, 5,807 people, and 1,433 deals migrated with source verification
Regreener
Climate-tech / Carbon credits
15 native Attio workflows automating 156 accounts on auto follow-up
Auster Capital
Investment fund (LP / SPV)
6-object Attio workspace tracking LPs, commitments, deals, funds and SPVs end-to-end
Roosevelt Partners
Private equity
A PE dealflow system linking deals, funds, investors, advisors, and Claude
Credo Partners
Nordic private equity
Seven objects and 2,300 records across dealflow, fundraising, and commitments
Anker Capital
Investment fund / placement
1,032 investor records consolidated from broker lists into a single canonical Investors object
Private Axis
Real estate finance
One People-to-People relationship instead of a separate Referral object
Homie
Early-stage B2B SaaS
From no CRM to a fully automated GTM engine in 4 weeks
Horizons
UHNW member network
11,000 historical attendances and 117 events backfilled into Attio without disrupting the live event-management platform
MAAT
Gym SaaS
8 component deliveries, 339 customer accounts auto-synced from Stripe to Attio with zero data loss
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