Private Equity CRM Software

Unify your front office with a custom private equity CRM solution.

Refine your workflow, optimize your front office and drive investment success with Attio, the private equity software your competitors wish they had.

An error occured
A Private Equity CRM in Attio
Powering companies like
saltpay logococacola logonight media logo
Network

Fully utilize your whole network.

Attio connects to your emails, builds a relationship database, and shares it with your entire team to keep everyone on the same page.

Communication

Stay in the loop with smart email syncing.

Attio continuously syncs your emails, making it easy to review past conversations and ensuring you’ll never miss anything important.

Synced emails inside Attio
Deal Flow

Design your own pipeline.

With Attio, you can build your own deal flow from the ground up, or you can choose from our list of predesigned private equity CRM templates.

A Private Equity deal flow pipeline in Attio
A Private Equity deal flow pipeline in Attio
Upgrade

Get an edge on your competition.

Upgrade your workflow with our best-in-class private equity CRM tool and stay ahead of any competitors still working the old-fashioned way.

Say goodbye to duplicate records.

Any duplicate records you create will be automatically merged into a single profile, so your team will always be on the same page.

A contact table with no duplicates in Attio

Enhance your contacts without lifting a finger.

Attio eliminates manual data entry by automatically enriching your records with prospect-specific data it pulls from the web.

An Attio contact profile with enriched data

Track the data that matters most.

Attio's custom data tracking tools help you focus on analyzing the most important information for you.

An Attio kanban with customizable data fields
Collaborate

Made for teamwork.

Attio’s powerful suite of tools helps your team to stay stronger than ever.

An error occured

Real-time collaboration

Work seamlessly from anywhere with continuously updated data.

A table of Contacts in Attio

Mobile-ready

Update data or set a task instantly with our elegant iOS and Android apps.

Setting a date in Attio's mobile app

Easily-set permissions

Adjust permissions for your entire team and control how they interact with your collections, views, and emails.

Setting permissions in Attio's web app

Full-featured notes

Keep track of every update and thought while working with your team.

Collaborating on a note with a team member

And that’s not all...

Quick actions

Speed up your work and reduce repetitive tasks.

Automatic enrichment

Enrich your contacts with new data Attio pulls from the web.

Chrome extension

Work from your browser with our lightweight extension.

Contact analysis

Learn more about your contacts with smart analysis.

Don't just take our word for it.

I've always wanted to do a CRM. Welp my ideal CRM is here.

7:47 PM · Aug 11, 2021

I've always wanted to do a CRM. Welp my ideal CRM is here.

Chris Porter
7:47 PM · Aug 11, 2021
Chris Porter
Chris Porter
@madebyporter

I've always wanted to do a CRM. Welp my ideal CRM is here.

What @RegenVentures currently uses:

Fund admin: TBD (Carta or Alter Domus)
Audit/tax: EY, PwC
Legal: K&L Gates
Banking: Bank Australia, @TransferWise
LP pipeline: @attio
Crm: @attio
Email: @Superhuman
Deal pipe: @attio
Other: Gsuite, Notion

12:45 AM · Dec 29, 2020

What @RegenVentures currently uses:

Fund admin: TBD (Carta or Alter Domus)
Audit/tax: EY, PwC
Legal: K&L Gates
Banking: Bank Australia, @TransferWise
LP pipeline: @attio
Crm: @attio
Email: @Superhuman
Deal pipe: @attio
Other: Gsuite, Notion

Tom McQuillen
12:45 AM · Dec 29, 2020
Tom McQuillen
Tom McQuillen
@tommcquillen

What @RegenVentures currently uses:

Fund admin: TBD (Carta or Alter Domus)
Audit/tax: EY, PwC
Legal: K&L Gates
Banking: Bank Australia, @TransferWise
LP pipeline: @attio
Crm: @attio
Email: @Superhuman
Deal pipe: @attio
Other: Gsuite, Notion

We use @attio for almost everything: pipe management, hr, contacts management. Great platform to keep all things in 1 place.

5:09 PM · May 4, 2021

We use @attio for almost everything: pipe management, hr, contacts management. Great platform to keep all things in 1 place.

Alexander Chikunov
5:09 PM · May 4, 2021
Alexander Chikunov
Alexander Chikunov
@chikun0v

We use @attio for almost everything: pipe management, hr, contacts management. Great platform to keep all things in 1 place.

Gogo @attio 😊

They're crafting a salesforce killer 🚀

12:12 PM · Oct 11, 2021

Gogo @attio 😊

They're crafting a salesforce killer 🚀

Julian Krispel
12:12 PM · Oct 11, 2021
 Julian Krispel
Julian Krispel
@_jkrsp

Gogo @attio 😊

They're crafting a salesforce killer 🚀

Attio is the best solution we've seen!

Attio is the best solution we've seen!

Ismael Hishon-Rezaizadeh
Ismael Hishon-Rezaizadeh
Ismael Hishon-Rezaizadeh
Renegade Partners

Attio is the best solution we've seen!

Some time ago I tried @attio in search of a next-gen CRM and it felt quite "early".

But I came back two days ago and was blown away by it. I have never used a software product before that felt so sleek and have fallen in love with it instantly.

11:32 AM · Jan 13, 2022

Some time ago I tried @attio in search of a next-gen CRM and it felt quite "early".

But I came back two days ago and was blown away by it. I have never used a software product before that felt so sleek and have fallen in love with it instantly.

Maximilian Fleitmann
11:32 AM · Jan 13, 2022
Maximilian Fleitmann
Maximilian Fleitmann
@MaxFleit

Some time ago I tried @attio in search of a next-gen CRM and it felt quite "early".

But I came back two days ago and was blown away by it. I have never used a software product before that felt so sleek and have fallen in love with it instantly.

what a beauty!! this is world class design and functionality

11:07 AM · Oct 22, 2020

what a beauty!! this is world class design and functionality

BlueReceipt
11:07 AM · Oct 22, 2020
BlueReceipt
BlueReceipt
@bluereceipt

what a beauty!! this is world class design and functionality

"Meet Attio, a new CRM for people who are familiar with modern collaboration tools..."

November 2021

"Meet Attio, a new CRM for people who are familiar with modern collaboration tools..."

Attio wants to build the CRM for...
November 2021
Attio wants to build the CRM for...
Attio wants to build the CRM for...

"Meet Attio, a new CRM for people who are familiar with modern collaboration tools..."

"Attio, a new take on CRMs, does the hard work for you..."

February 2020

"Attio, a new take on CRMs, does the hard work for you..."

Software From the Future: The In...
February 2020
Software From the Future: The In...
Software From the Future: The In...

"Attio, a new take on CRMs, does the hard work for you..."

The team have totally delivered and my job just got 10x easier. Great example of a strong #product team. Well done team @attio 🎉🎉🎉

10:07 AM · Aug 17, 2020

The team have totally delivered and my job just got 10x easier. Great example of a strong #product team. Well done team @attio 🎉🎉🎉

June Angelides MBE 🇬🇧🇳🇬🇸🇱
10:07 AM · Aug 17, 2020
June Angelides MBE 🇬🇧🇳🇬🇸🇱
June Angelides MBE 🇬🇧🇳🇬🇸🇱
@JuneAngelides

The team have totally delivered and my job just got 10x easier. Great example of a strong #product team. Well done team @attio 🎉🎉🎉

@attio I can't take hubspot any more. I need you 😃

#activemyearlyaccessplease

Ugo Martin
6:54 PM · Nov 17, 2020
Ugo Martin
Ugo Martin
@UgoMartin6

@attio I can't take hubspot any more. I need you 😃

#activemyearlyaccessplease

Products like Salesforce offer you everything but its laborious to get what you want out it and that is not the case with Attio.

Products like Salesforce offer you everything but its laborious to get what you want out it and that is not the case with Attio.

Johnny Ream
Johnny Ream
Johnny Ream
Stray Dog Capital

Products like Salesforce offer you everything but its laborious to get what you want out it and that is not the case with Attio.

Attio is miles ahead when it comes to workflow and UI.

Attio is miles ahead when it comes to workflow and UI.

Cathay Innovation
Cathay Innovation
Cathay Innovation
cathayinnovation.com

Attio is miles ahead when it comes to workflow and UI.

At Causal, @attio is up there with Notion as a tool we use every single *hour*. Easily the best CRM for startups (and we've tried them all)

3:26 PM · Nov 24, 2021

At Causal, @attio is up there with Notion as a tool we use every single *hour*. Easily the best CRM for startups (and we've tried them all)

Taimur Abdaal
3:26 PM · Nov 24, 2021
Taimur Abdaal
Taimur Abdaal
@taimurabdaal

At Causal, @attio is up there with Notion as a tool we use every single *hour*. Easily the best CRM for startups (and we've tried them all)

As a happy user, I could only recommend it. Keep up the good work. 👍

2:31 PM · Dec 7, 2020

As a happy user, I could only recommend it. Keep up the good work. 👍

Thomas
2:31 PM · Dec 7, 2020
Thomas
Thomas
@ThomasLazaridis

As a happy user, I could only recommend it. Keep up the good work. 👍

Show more
Build your ideal CRM with Attio.
We'll be in touch soon.
Something went wrong while submitting the form.
We'll be in touch soon.
An error occured