Attio for venture capital

Attio unites your deal and fundraising—from warm intros and pitch meetings to portfolio management and LP communications—into one living system that scales with your fund's growth.

Why venture capital firms use AttioCopy link

• Deal pipelines. Source from LinkedIn and other channels, triage inbound pitches, and run diligence and reviews end-to-end in one workspace that tracks priorities, activity, and full communication history.

• Fundraising pipelines. Identify and qualify LPs, track commitments by stage and owner, and onboard new investors quickly and consistency—whether IR is separate or the investing team runs it all.

• Networking & community. Run events, facilitate advisor-to-portfolio introductions, manage internal recruiting, and scale portfolio communications—everything tied to a centralized, searchable stakeholder database.

How VC firms use AttioCopy link

Centralize your venture ecosystem with Attio’s data modelCopy link

Intros, prior touchpoints, and market context shouldn’t live in disparate threads. Attio centralizes them by syncing your inbox and meetings to build a shared, enriched contact graph and timeline of engagement. The result is a systematic advantage: every deal team sees the same history, can pick up where others left off, and moves from sourcing to diligence to close with confidence.

Attio includes essential objects for VCs:

• People: Map your entire network—founders, LPs, scouts, angels, industry experts, and portfolio executives.

• Companies: Every startup you evaluate, from initial screen to portfolio management.

• Deals: Track individual funding rounds (Seed, Series A, and onwards) with separate deal terms, timelines, and decision rationale.

In addition to Attio’s standard objects, you can create custom objects like LPs, Managed Funds, or Investor Commitments, to mirror how your firm operates.

For example:

• An LP object to track LPs (People or Companies), stage, and location

• A Managed Funds object to track fund status, target raise, committed capital, remaining investable capital, and more

• An Investor Commitments object to track individual LP commitments against funds, including attributes like commitment status, capital committed, and associated fund.

Use relationship attributes in Attio to map the relationships between people, companies, deals, and more for your firm. For example, a Company record can link to People and Deal records, but you may also want to add relationship attributes for Lead Investor, Board Observer, or Warm Intro Source.

Our guide and video workshop have more info on creating objects.

Learn more about setting up your data model.

Integrate your venture data and signals automaticallyCopy link

Now that you’ve shaped your data model, set up integrations to automatically populate venture signals and data into Attio.

Connect Attio to your entire tech stack using native apps, no-code solutions like Zapier, or our public API. Integrate data to enrich records, sync marketing events, or connect lead forms into Attio. Your data flows seamlessly between Attio and all your other tools to provide real-time context to teams and run your automations.

• Sync data into objects via the API, a rETL tool like Polytomic, or analytics tool like Segment and PostHog

• Automate intake and pitches from inbound forms like Typeform or Fillout

• Push your own enrichment and AI research into Attio from tools like Clay

Automate your investing and fundraising processesCopy link

Workflows let you automate every handoff and follow-up in your investing and fundraising motions. Trigger them from the real signals your team sees—form referrals, stage changes, meeting outcomes, or enrichment updates—so steps happen on time, owners are clear, and nothing slips between sourcing, diligence, close, and LP onboarding.

For example,

• When a referral is submitted, create enriched records (e.g., the person who submitted the referral, the founder, and network lead), and run an AI agent to research additional information to add to records (research agent tutorial).

• When a deal moves to diligence, trigger a Slack message to legal with a diligence checklist

Learn more about building workflows.

Configure Attio for data-driven investingCopy link

Record page configurationCopy link

Organize and tailor the data view for each record type, so your team can quickly access key insights and take action with confidence.

• Use widgets to understand the status and health of investments

• Organize deal attributes into sections to highlight the info most important in each stage

• Add tabs to review and navigate to related records like each of the LPs participating in a given fund

Learn how to configure record pages in our guide and tutorial video.

ViewsCopy link

Create views for your team’s daily tasks, giving them a purpose-built cockpit for making data-driven decisions. Select filters and the set of attributes displayed to manage day-to-day activities like:

• Reviewing, researching, and taking action on inbound referrals

• Running deal reviews in Kanban boards

• Surfacing companies, founders, or partners you haven’t recently contacted

Learn how to create views.

Create listsCopy link

Lists are a flexible tool for managing one-off processes in your CRM without losing the data, contact history, or work. Try lists to track:

• Advisors introduced to portfolio companies

• Managing events, including attendance, dietary restrictions, and who should send the invitation

Learn more about creating lists.

Never miss a next stepCopy link

Use Call intelligence to capture and summarize deal insightsCopy link

Attio’s call recorder joins your calls to record video, transcribe audio, and mine each conversation for insights in seconds. Get sharable takeaways you can route into emails and investment decisions.

Use Attio’s out-of-the-box templates, or create your own with AI to:

• Write a follow-up email to an investor or founder

• Create handoff notes to pass from one team to another

• Generate a summary that highlights risks, competition, open questions, and next steps

Learn more about Call intelligence with our guides and Academy.

Automate follow-ups and investor communications with sequencesCopy link

With automated email sequences, keep momentum from sourcing through diligence and fundraising—so follow-ups go out on time, owners stay aligned, and no intro, meeting, or referral goes cold.

Try a Sequence to:

• Send a personalized thank you after a founder pitch meeting, outlining next steps and requesting any additional materials needed for review

• Invite founders to a dinner or meetup and automate gentle nudges

• Nurture prospective LPs with updates and document requests, and automate onboarding messages once a commitment is recorded

Learn more about sequences in our guide and video tutorial.

Build real-time dashboards for pipeline and fund performanceCopy link

Dashboards are your real-time command post for investing and fundraising. Build live, shareable views of deal stages, fund rollups, and relationship activity so partners work with the same facts without hunting through inboxes or folders.

Use reports to:

• Review deal pipeine by stage and owner

• Track intake volume from sources like referrals and visualize how many move into the formal pipeline

• Report target raise, total committed, deployed, and remaining investable capital on each fund

Check out our guides and reporting course to learn more about reports.

Quick tipsCopy link

• Configure record pages so your team can quickly access the info they need with widgets, sections, and tabs

• Create views for key daily tasks, like triaging new inbound referrals, or reviewing important connections who you haven’t recently contacted

• Use templates for notes and emails to standardize everyday tasks, like outreach

• Mark your go-to views, dashboards, and workflows with favorites

• Hit cmd/ctrl + k anytime in Attio to view all shortcuts

• Learn how to be an Attio power user with our workshop