Venture capital · Prudence VC
Affinity to Attio migration for a VC fund.
Prudence VC ran on Affinity. The team wanted Attio so the fund could be modelled the way they actually work: commitments and LPs as first-class objects, fund stages as lists, inbound applications as a real pipeline, and outbound running inside the same tool.
Affinity
Migrated from
2
Custom objects
Specter, PitchBook
Integrations
1
Outbound sequences
The problem.
Affinity covers the standard CRM model for VC, but it does not let the team shape objects around their own thesis. Commitments lived inside deal notes. LP relationships were tracked as contacts with tags. Inbound startup applications came in through forms and sat in inboxes.
The partners also wanted a single tool for sourcing, enrichment, LP comms, and outbound. That meant Specter and PitchBook data had to flow into the same workspace, and outbound sequences had to run on the same records the partners were already working from.
Objectives.
- Move the fund off Affinity into Attio without losing deal history, LP relationships, or commitments.
- Model the work of a VC fund in Attio: commitments, LPs, portfolio companies, founders, and partners.
- Give partners list views per fund stage and a separate flow for investor updates.
- Build a pipeline for inbound startup applications so nothing sits in an inbox.
- Enrich the database automatically through Specter and keep PitchBook data flowing in on a regular cadence.
- Run outbound from inside Attio with a sequence, not a separate sales tool.
The data model.
Two custom objects (Commitments and LPs) on top of the standard Companies and People. Commitments link to Companies and LPs, so the fund can answer questions like “how much have we committed in this sector this year” and “which LPs are backing this deal” from the records themselves, not from a spreadsheet on the side.
Commitments
Custom object tracking every commitment the fund makes to a portfolio company. One record per commitment, linked to a Company and the LPs backing it.
LPs
Custom object for limited partners. Keeps LP identity, capital commitments, and update cadence separate from operating contacts.
Companies
Portfolio and prospective companies. The standard object, extended with VC-specific attributes (round stage, pipeline stage, sourcing channel, Specter enrichment, linked Commitments).
People
Founders, co-investors, LPs, and operating contacts. One person record, multiple relationships.
Lists and pipelines.
Fund stage lists
Separate lists of Companies per pipeline stage so partners see only what is at their stage. Sourced, screened, partner review, term sheet, due diligence, and committed.
Investor updates list
One list dedicated to LP communication. Tracks who has received the latest update, who has open questions, and what the next touch should be.
Startup application pipeline
Inbound applications land in a structured pipeline with screening, partner review, and pass or progress stages. Nothing sits in an inbox.
Integrations.
Specter enrichment
Specter pushes company and founder signals into Attio. Companies are matched on domain, and Specter fields populate on the Company record so partners see growth, headcount, and funding signals without leaving Attio.
Recurring PitchBook CSV import
We drafted a CSV template that maps PitchBook columns to Attio attributes for Companies and Commitments. The team runs the import on a recurring cadence and new records flow in cleanly, with no manual reformatting.
Workflows we built.
Create Commitment when a Company is committed
When a Company's pipeline stage moves to Committed, a Commitment record is created automatically, linked to the Company, the partner who led it, and any LPs backing it.
Route startup applications by stage and sector
New applications are tagged by stage and sector, then pushed to the right pipeline-stage list and assigned to the partner covering that sector.
LP update reminders
Scheduled workflow that flags LPs who have not received an update in the agreed cadence, and creates a task for the partner who owns the relationship.
Specter signal alerts
When Specter pushes a meaningful growth signal on a portfolio or prospect company, a notification fires in Slack and a task is created on the Company record.
Outbound sequence
An Attio sequence for founder outreach. Adds founders from the startup application pipeline or Specter-sourced companies, with stop conditions on reply or meeting booked, and a workflow that updates the Company stage on reply.
Results.
- Full migration from Affinity to Attio with deal history, LP relationships, and commitments preserved.
- Commitments and LPs modelled as first-class objects, not buried in notes or spreadsheets.
- Partners work from fund-stage lists instead of a single flat pipeline.
- Inbound startup applications flow through a structured pipeline, not an inbox.
- Specter signals and PitchBook data land in Attio on a recurring cadence, with no manual reformatting.
- Outbound runs inside Attio through a sequence tied to the same data model as the rest of the fund.
Ready when you are.
Two ways in. Pick the friction that fits.