CRM Platform
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Search and create with AI
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Native to your CRM
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Sync and enrich your data
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Context for your team operations
Automations
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Automate any process
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Personalized outreach
Insights
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Record and analyze meetings
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Insights in real time
Ecosystem
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Build with the Attio API and SDK
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Connect all your favorite tools
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The Attio specialist for Investors, Advisors & Brokers. 35+ setups since 2023.
Your network is already your edge. I build the system that puts it to work. I'm Will Sawney, specialist in setting up Attio for investment, corporate advisory, M&A, VC, brokers and capital firms.
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What I do
✓ New Attio setups, designed around how your firm actually works, data model and configuration including security and privacy
✓ Migrations from Salesforce, Airtable, HubSpot, Affinity, DealCloud, multiple other systems or spreadsheets, using API to bring across every key data point and activity*
✓ Deal sourcing, live enrichment and intelligent matching with bespoke AI to source and screen high value opportunities
✓ AI workflows and automated data capture such as deck submissions, NDAs and investor feedback, compounded for long term value
✓ Investor and network communications, including outreach and email campaigns for raises, founder outreach and key updates
✓ Audits and rebuilds of workspaces that never quite landed, with enhancements or training to improve processes
I work with Attio and connected tools inc. Claude, Clay, n8n, Apollo, Zapier, PitchBook, Granola, DocuSign and more, including custom API and MCP integrations.
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How it works
An initial scoping session, then a clear plan for design and build - a Foundational or Enhanced setup, or upgrades to your existing workspace.
You work directly with me. Founding Attio Expert Partner, senior judgement on every decision and direct experience within investment and advisory firms.
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✨ Who it's for
M&A advisors, VCs, PE, family offices, brokers and boutique advisory - anywhere deals come from relationships.
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Curious how I think about systems? Read The Dealmakers OS - the case for a system that captures everything, surfaces what matters, and compounds with every conversation.
* See my Data Migrations link for full details including advice for each legacy system
Smooth transition from legacy CRM to Attio
Benjamin Tincq · Marble ·
We've worked with Will to transition our CRM from our legacy software, Folk, to Attio, and the experience went very smoothly thanks to him. We're a venture studio, so our business and workflows are a bit of a hybrid between an investor, a startup, and a talent agency. Will was very effective in helping us navigate where Attio would work best for us and how to set it up properly. We'd work with him again anytime.
Communicative and Knowledgable
Celine Thompson · Unknown Company ·
Will has been an incredible asset as we have transitioned from another CRM. With his in-depth knowledge and quick answers, it was easy to move 5 years' worth of complex data in less than 3 months. What is particularly helpful is the time that he has dedicated to ensuring our systems remain up-to-date and easy to use. I have greatly appreciated my time working with Will, and would recommend him in particular if you are looking to upgrade your systems and would like a partner in the transition.
Attio Expertise That Took Our CRM to the Next Level
Mason McVerry · Mamba Growth ·
We began working with Will after trying to manage our Attio setup and development internally. As a heavy outbound investment firm, we needed granular visibility into our activity and pipeline. Will took the time to understand our organization and built dashboards and tracking mechanisms that took our CRM to the next level. He was responsive, thoughtful, and delivered exactly what we needed. I would highly recommend Will and his team!
Excellent experience working with Will
Jess Bromovsky · MyArtBroker ·
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 throughout the entire process - guiding us every step of the way, solving problems as they arose, and taking the time to understand the unique needs of our company. His expertise made what could have been a very complex migration feel achievable!
Will is brilliant!
John Morse-Brown · Pigeon ·
Will helped me set Attio up for my specific needs, so it does what I need it to do out of the box. He's been brilliant to work with, and has tweaked and refined things till they worked just how I wanted them to. Highly recommend him.
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