Case studies.
How we move teams onto Attio. Migrations, custom objects, agents, and the workspace patterns we ship.
Venture capital · Outlander VC
Affinity to Attio migration for a VC fund.
Custom objects for Commitments and LPs, fund-stage lists, a startup application pipeline, Specter and PitchBook flowing in, and outbound running inside Attio.
Read the case study →Venture capital · Graduate VC
Affinity to Attio migration: default Deals, a custom LPs object, a Fund Commitments list, and Specter enrichment.
Default Deals carries the investment pipeline. One custom LPs object on top. Fund commitments live on a filtered list view of Deals. Specter enrichment and an outbound sequence inside Attio.
Read the case study →Venture capital · Prudence VC
Affinity to Attio migration for a VC fund.
Custom objects for Commitments and LPs, fund-stage lists, a startup application pipeline, Specter and PitchBook flowing in, and outbound running inside Attio.
Read the case study →Health-tech · Elfcare
Consolidated 5 tools into 1 Attio workspace in 9 days. Saved ~40 hours per month.
Replaced a fragmented stack of Sheets, Typeform, Brevo, Gmail, and Calendly with a single Attio workspace. Custom objects for People, Patients, and Examinations, automated lead capture, dashboards for revenue and ARPU.
Read the case study →Staffing & consulting · Keenan Reid Strategies
Pipedrive to Attio migration: notes, a six-object data model, two pipelines, and twelve rebuilt reports.
Moved off Pipedrive with every note and stage history preserved. Custom objects for Deals, Staffing Assignments, Leads, and Milestones, two pipelines on a shared stage model, and twelve dashboard reports recreated from Pipedrive.
Read the case study →Insurance / Motor claims · Skelmore
5 custom objects, MEDDPICC scoring, and executive dashboards for an insurance TPA.
Five custom objects, MEDDPICC-based deal qualification, 11 pipeline views by forecast horizon and opportunity type, a 60+ point workshop assessment framework, and dashboards for sales and executive teams.
Read the case study →Ready when you are.
Two ways in. Pick the friction that fits.