Attio connects to your firm's emails, creates a real-time relationship database, and provides ideal private equity front office organizational tools.
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.
All of your emails are continuously synced with Attio and automatically attached to the relevant company or person.
You'll never worry about missing out on vital developments and can easily review historic conversations - even if your teammate is no longer active.
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.
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.
Whenever you create a new record, Attio automatically enriches it with data like website, location, and industry.
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.
Your team can work in real-time on the same data, in the same view, regardless of location or device.
We've engineered everything to be fast. From custom keyboard shortcuts to super quick API responses, speed is our top priority.
Add permissions at every level. Set who can view individual emails, entire collections, and global read and write statuses.
Use our native iOS app to work on anything, anywhere. Built specifically for a full-featured experience.
Leverage your team's relationships, increase your deal flow, and strengthen your workflows