A beautiful
blank canvas.
Attio is genuinely good software. Well made, and more flexible than most CRMs. It also opens empty, and waits for somebody at your firm to decide what a fund is. That person then has the job for as long as they work there.
Designing the model, then owning it
AnalystX
Things you will have to invent
The Friday job
Setup is never
quite finished.
Nobody gets stuck here because Attio is bad at it. They get stuck because building the model is the analyst's Friday job, and Friday keeps being busy.
5 of 14 done
Started in March. The analyst who designed it left in July.
Done in the first week5
- Companies imported
- People imported
- A deal pipeline, with your stages
- Email and calendar connected
- Notes pasted over from the old system
Still open in month four9
- LPs, as their own object
- Commitments, calls and distributions
- Co-investors, related to the deals you share
- Rounds, instruments and ownership
- Portfolio reporting: ARR, runway, headcount
- Events, and who you actually met at them
- Scouts and angels
- Follow-up that happens without you
- Somebody who owns all of it after July
Every firm's list is different. Every firm's list looks like this.
Nothing to design
The answer to every
question above.
- Deal flowwhere it came from, who owns it, what happened to it
- Companiesstage, sector, thesis fit, and every touch the firm has had
- Founders and peoplewho met them, when, and whether it went well
- Portfoliothe work after the wire: intros, hiring, the next round
- LPscommitments, reporting, and what you promised on the last call
- Co-investorswho leads what, and who owes you a look
- Eventsthe dinner, the demo day, and everyone you actually met
Nobody at your firm
built this.
Dealflow, LPs, co-investors, portfolio, events, scouts. That is what is down the left of the screen the first time you sign in. Nobody drew it up, nobody maintains it, and nobody has to remember what Custom object 4 was for, because nobody made one.
You can still change all of it. Rename a stage, add a field, add an object for the one thing only your firm tracks. That is an afternoon, in the interface. What you skip is the weeks of deciding it in the first place, and being the person everyone asks about it afterwards.
Follow-up that happens
without you.
The deal nobody has chased in three weeks. The intro that never got logged. The founder who went quiet in March. This is the work that never reaches the top of anyone's list, on any CRM.
Say what you want in plain words and Autopilot does it. Nothing to build first, and it keeps going after you close the tab.
Already there
before you start.
Every plan runs the whole product, and none of it is metered.
- Deal flow, LPs, co-investors, portfolio and datarooms, on day one, and not one of them is something you have to define first
- Your own fields and objects, as many as your firm actually needs
- Your email archive read back in time, so the relationship history is there from the beginning
- Autopilot, included on every plan rather than priced in credits
- Agent access over MCP, so your own Claude or ChatGPT can read the fund
- One price for the firm, not per seat and not per workspace
You built a good CRM.
That was not the job.
- Still the only person who understands how it was set up? It's time for AnalystX.
- Still meaning to add the LP object? It's time for AnalystX.
- Still explaining your own field names to a new analyst? It's time for AnalystX.
- Still spending Friday on the CRM instead of the deals? It's time for AnalystX.
The honest
comparison.
Is Attio ever the right answer?
We already built our model in Attio. Do we lose it?
Is AnalystX flexible?
What about the AI?
Stop building
the CRM.
The model is already there. Request access and we'll have you running under a week.