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
Get started
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
Attio Set Up and Business Development
Becky Russell · Avery & Brown Ltd ·
We worked with Will to reinvigorate business development for our creative agency, with a particular focus on targeted sales messaging and pipeline management. Will helped us to find the value in our existing contact data and set up Attio to enable improved sales performance. He was a pleasure to work with and comes highly recommended from us!
Attio set up
Connie Wiltshire · Unknown Company ·
Being new to the platform I needed assistance with migrating data to Attio while maintaining communication between 2 platforms. Will was instrumental in creating a plan based on what we needed. With this plan we worked together on various pieces and he also created workflows and, using other programs created the 2 way communication we needed. He showed me how to do this and I may duplicate and not need to create from scratch. We were able to set up Attio using all its capabilities.
Sideways helped upgrade my CRM system and tailor it to my specific needs
Chirag Panchal · Unknown Company ·
Sideways helped us bring in Attio to deal with a significant increase in new enquiries. Will helped to replicate our setup from Zoho, migrate existing data, design new workflows and create integrations that pull data from various sources. We're now in a far better position to scale the business.
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