Build Attio To Activate Revenue & Relationships For Your Firm
Accelerate Deal Flow
Streamline every stage of your pipeline, from sourcing to close, ensuring no opportunity is missed and deal velocity is maximised.
Optimise Relationships
Cultivate stronger, more informed connections with LPs, portfolio companies, and your wider network for lasting value.
Gain Strategic Insights
Achieve complete visibility over your investments, investor engagement, and internal processes to inform critical decisions.
Why Sideways CRM?
We support Private Equity & Venture Capital firms to implement and optimise Attio, the flexible, powerful, AI-native CRM that’s truly built for future-proof growth
⭐⭐⭐⭐⭐ Official Attio CRM Expert Partner
What We Can Achieve
Optimised Deal Flow Engine
Utilise Attio to enable the seamless progression of your investment activities. We’ll work together to map your key activities and design an Attio setup that best supports your goals, interactions, and complex deal relationships, all fully tracked for visibility. The ultimate competitive advantage in a crowded market.
Centralised Relationship Hub
Let Attio handle every aspect of your firm’s critical data and interactions. We’ll build a setup that supports deal origination, investor relations, portfolio management, and leadership to access everything they need, however they need it. Setup the right way, Attio makes data orchestration effortless for high-value networks.
Intelligent Capital Workflows
Take full advantage of Attio’s automation and AI capabilities to enhance your operational efficiency and maximise investment performance. We can build workflows and sequences within Attio, or in combination with a limitless range of integrated technologies, to automate routine tasks and provide crucial insights.
Integrated Strategic Stack
Achieve more, with Attio placed at the centre of your strategic technology stack. We can utilise an array of integration models and technologies to source, enrich, connect, and utilise data across your firm, making it accessible and useful for whatever your investment and growth goals.
The First Step: Get Your Blueprint
Your Fixed-Price Guarantee. Secure total certainty by starting with a comprehensive planning process. The Blueprint fully plans and scopes your setup to eliminate project risk.
