Private Equity CRM Software

Unify your front office and deliver exceptional results.

Attio connects to your firm's emails, creates a real-time relationship database, and provides ideal private equity front office organizational tools.

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A table View in Attio showing a private equity firm's deal flow and active deals

Discover and capitalize on your firm's network

Attio analyses all of your emails to extract key insights and build a continually up-to-date database of your relationships.

Easily segment your relationship database by contact type, relationship strength, communication history, and more.

Customer avatar imageCustomer avatar imageCustomer avatar imageCustomer avatar imageA group of customer avatar images
Customer avatar imageA summary of a client's customer relationship analytics
Customer avatar imageA summary of a client's customer relationship analytics
Customer avatar imageA summary of a client's customer relationship analytics
Customer emails for a private equity investment client

Bring clarity to your
fundraising and deal flow

Watch as your opportunities progress through your pipeline, quickly review key information, and dive deep when necessary. Attio is capable of tracking anything from company sector and deal owner, through to custom financial data.

Private equity firm's clients and potential deals managed by their connection strength and stage in a deal flow pipeline
Private equity firm's clients and potential deals managed by their connection strength and stage in a deal flow pipeline

Give your team the competitive edge

Track customizable data

Attio supports plenty of different data formats from dates and times, through to currencies and star ratings so you'll always be able to track what's important to you.

A kanban pipeline card showing customizable data tracking

Eliminate manual data entry

Whenever you create a new record, Attio automatically enriches it with data like website, location, and industry.

A detailed company card showing financial data

Never get a duplicate record

Record duplication is a thing of the past. We ensure that duplicate records are merged into a single profile to keep you all working on the same data, across the board.

A table of private equity records and their roles

Built with teams in mind

Four users editing a table of hiring candidates at the same time from different devices

Collaborate in real-time

Your team can work in real-time on the same data, in the same view, regardless of location or device.

Attio's quick action terminal

Use lightning fast commands

We've engineered everything to be fast. From custom keyboard shortcuts to super quick API responses, speed is our top priority.

Setting permission levels in Attio

Set your team's permissions

Add permissions at every level. Set who can view individual emails, entire collections, and global read and write statuses.

A stylized view of Attio on iOS mobile

Get everything on mobile

Use our native iOS app to work on anything, anywhere. Built specifically for a full-featured experience.

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Leverage your team's relationships, increase your deal flow, and strengthen your workflows

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