Attio goes beyond generic CRM. It’s a modern relationship and deal platform built for firms whose revenue depends on who they know, what they see, and how fast they move. Flexible enough to fit your exact dealmaking motion — whether that’s sourcing, syndication, or structured M&A processes.
Discover Attio
The Modern CRM For Dealmakers
VCs · Private Equity · M&A Advisors · High-Value Brokers · Search Firms
Move beyond legacy systems and spreadsheets. Get Attio to power your sourcing, dealflow, and relationship capital.
Official Expert Partner
Discover the benefit of Attio, with a setup tailored for dealmakers
- Purpose-built to track relationship capital and deal signal
- Best-in-class data enrichment, integration and automation
- Flexible enough for VCs, PE firms, M&A advisors, and high-value brokers
Lightweight, Intuitive, Genuinely Usable
The biggest issue with legacy dealmaker CRMs is team adoption. Analysts don’t update them, partners don’t trust them, and institutional knowledge leaks out. Attio is fast, clean, and enjoyable to use — so your team actually uses it.
One Source Of Truth For Your Firm
Unify your deal pipeline, relationship network, portfolio data, and investor communications in one place. Replace the patchwork of spreadsheets, inboxes, and disconnected tools with a single, live view of everything that matters.
Introducing Attio: A Rising Star With $116m Raised
Attio is a rising star in the tech world. The business recently raised $52m Series B from backers including Google Ventures. Attio’s vision is to be a fully “AI-native” CRM, creating a platform where businesses can build their ideal setup.
Why your firm needs Attio
Easy To Use
Attio is significantly easier to adopt than legacy systems, and will improve your team’s ability to track and act on relationships.
Updates Automatically
Emails, meetings, and calls are automatically logged. Company and contact details are enriched without manual research.
Lightweight & Flexible
Attio is minimal and flexible — you choose what you actually need, without the technical bloat of enterprise platforms.
Automate Your Work
Use Attio’s Workflows, Sequences and AI functionality to automate sourcing, triage, and outreach — so your team concentrates on relationships, not admin.
Get Instant Reports
Board-ready reports, live dealflow dashboards, and LP-friendly portfolio views — all generated from live data.
Add Your Own Tech
Integrate Attio with any other tool you use — data enrichment, sourcing platforms, portals — without being locked into a closed ecosystem.
“The legacy platforms for dealmakers - Salesforce, Affinity, DealCloud, etc. - are powerful but heavy, expensive, and often underused by the teams that depend on them. Attio is the first CRM that genuinely fits how modern dealmakers work, and the adoption follows.”
Will SawneyFounder - Sideways CRM
Attio x Sideways CRM
Our Dealmaker Implementation Service
We help dealmakers design, build, and activate Attio setups purpose-built for sourcing, deal flow, and relationship-led revenue.
Start With A Conversation...
Every engagement begins with a short, no-pressure call. We’ll discuss your current setup, your goals, and whether Attio is the right fit. From there, I’ll recommend clear next steps — typically a fixed-price Blueprint to fully plan your implementation.
”Sideways took time to understand our needs, map out a new process, and deliver a custom configuration. We now have a CRM that truly fits our business with clean data, meaningful workflows, and a flexible architecture that scales.
Robert BellaviaEntro
FAQs
Does Attio replace Salesforce, Affinity or DealCloud?
Yes, for most firms. Attio can handle everything those platforms do — deal pipeline, relationship tracking, portfolio management — while being faster, more flexible, and significantly more usable.
How much does Attio cost?
Attio is priced per user per month, with plans typically from $34/user. Most dealmaker setups fall in the Pro tier. We’ll advise on the right plan during the Blueprint.
How long does it take to implement?
A typical Dealmaker setup runs 3–6 weeks from Blueprint to Handover, depending on data complexity and integration requirements.
How does Attio handle relationship intelligence?
Attio automatically logs emails, meetings, and interactions, and enriches contact and company records — giving your team a live view of every relationship across the firm without manual data entry.
What if our dealmaking model is unusual?
Attio’s flexibility is its strength. Whether you run an unusual fund structure, broker network, M&A process, or bespoke sourcing model, we build the system around how you actually work.
Ready to get started?
Get in touch today to arrange an initial consultation and see a demo of Attio customised for your firm
Book A Consultation