Real firms,
real systems.

Seventy-seven thousand organisations, eleven seats of correspondence and ten years of notes, moved like-for-like into Attio. Schema first, then bulk import, with email and meeting history backfilled through Attio's Activities API. Live, team onboarded and signed off before the old contract ended, with around 6,000 notes attached to the right records.

Around 6,600 contacts consolidated into one system, with a pipeline modelled at decision-unit rather than parent-company level. Event invitations, RSVPs and attendance now recorded permanently against each person, and mailing segmentation runs off live data rather than maintained lists.

Attio built as the capital formation layer: interest tracked per deal, outreach cadences, roughly a thousand investors migrated across, segmented broadcast and partner dashboards. Long-standing investor platform stays the system of record and syncs weekly. Delivered in phases against a live fund raise, with ongoing support including live AI operation.

Migrated from Folk and built the workspace around how a venture studio actually runs - ventures, fundraises, founders-in-residence. Moving from a confused structure to a simple and workable setup, all accessible via direct UI and AI agents. Onboarded full team and supporting ongoing use.

Indicative platform setup first, built around a custom Mandate object, with processes around it. Full data preparation and migration out of DealCloud. Tight feature alignment to aid adoption for small team. Privacy settings configured, and targeted AI connection for report building and easy entry.

Roughly 150,000 records migrated into a twelve-object model, with a full process redesign against an existing two-platform model. HubSpot retired, and the brokerage team came through the cutover with no measured drop in performance. Significantly improved operational structure.