ATTIO EXPERT PARTNER
FOR INVESTORS, ADVISERS & BROKERS
Your connections are the asset. I build the system that runs them.
“Our old system is expensive and under-utilised.”
Move to a cost-effective, genuinely useful system.
“I hate updating CRM systems.”
AI makes it easy to operate your system.
“We’ve always run off spreadsheets.”
Your new system will feel familiar but add significant value.
Over 35 successful setups built in Attio
WHAT CLIENTS SAY
★★★★★
"Will helped us transition from our previous CRM and implemented a custom Attio setup that was perfectly tailored to our business. He couldn't have been more helpful."
Jess Bromovsky
My Art Broker
★★★★★
"Working with Will was a great experience from start to finish. He helped us build an AI CRM system in Attio that integrates with our other systems exactly as we wanted."
Ben Brierley
Co-Gency Corporate Finance
★★★★★
"Will was instrumental in creating a plan based on what we needed, including workflows and communication with all our tools. We were able to set up Attio using all its capabilities."
Connie Wiltshire
Tallgrass VC
Capturing every opportunity?
Or are you missing value?
Opportunities don't arrive in one place — they show up in an inbox, a Granola note, a WhatsApp thread, a call transcript. If it doesn't make it into your system, it isn't lost, just invisible: a relationship that goes quiet, a deal that slips past, a fundraising opportunity missed.
I build the system that pulls everything together effortlessly, so every signal is captured, opportunities are surfaced and value compounds.
Bring everything you need together
What it looks like
A unified system that compounds value
You can be the firm that works its network harder than anyone else in the room - every relationship followed up, nothing left to go cold. The system compounds: each deal, each contact, each connection makes the next one easier to find.
Who I help
Built for firms where connections are the business
Private equity, growth and investment firms where deals come from relationships and conviction. Network, sourcing and pipeline live.
Advisers
Corporate finance, M&A and advisory firms running complex mandates. Every stakeholder, organisation and engagement captured .
Brokers
Firms orchestrating deals between many parties. Multi-sided by design, with the visibility to move fast without letting anything drop.
Moving off another CRM?
I check what is worth moving first, how we'll uncover the value, then migrate it cleanly. Start with a Data Audit, with the fee credited back if you go ahead.
TYPICAL TIMELINES, BY SIZE
UNDER 10K RECORDS
1-2 Weeks
Straightforward
10–25K RECORDS
2-3 Weeks
Moderate
25–100K+ RECORDS
3-4 Weeks
Large or complex
How it works
Every engagement is different, so this is a shape, not a production line: one clear project to design and build your system, then support whenever you need it.
01
System design
I learn how your firm actually works and map the system before anything is built. Start with a free Initial Consultation, or a £500 Studio Session or Data Audit, credited if you go ahead.
02
Build and onboard
Bespoke, scoped to your firm: your data brought in, the stack integrated, automation and reporting built, and your team onboarded onto a system they will actually use.
03
On demand support
Studio Credits, used when you need them. Every project includes 2–8 for the three months after it completes. Top up, move to a quarterly plan, or simply stop.
Ready to get started?
Book a free 20-minute Scoping Call, with clear next steps. Or if you're ready to move forward, progress to a Studio Session or Data Audit.
Get Started