The generic CRM you bent.
You bought a sales CRM and renamed "opportunity" to "round". Then you moved to Affinity because it was built for funds, and it was closer, but it still took a week to set up a view and nobody could answer who owned the relationship. So dealflow went back to a sheet.
Salesforce or HubSpot stages that meant nothing 
Back to the sheet the real pipeline 
Then you found AnalystX. the pipeline moved in. No consultant, no month of bending. The Notion castle.
You designed the schema yourself, and for a quarter it was the best CRM the firm had ever had. Then the relations broke, the templates drifted, and the notes moved somewhere they could be typed quickly.
Notion you designed the schema A sheet on the side for what it couldn't do 
Notes after the relations broke Then you found AnalystX. the model was already built, and it maintains itself. The relationship CRM you outgrew.
It was good at relationships and quiet about rounds. So the round lived in a sheet, the thesis and the DD notes lived in a doc, and the firm's picture of a deal was spread across three tools again.
Attio relationships, not rounds A sheet for the round stage, terms, allocation A doc for the rest thesis, LPs, DD notes Then you found AnalystX. one record holds the relationship and the round. The firm's memory in four inboxes.
Nobody bought anything. The pipeline was whatever each partner remembered, the question "does anyone know this founder?" went to Slack, and the only complete record of a meeting was in one person's notebook.
Then you found AnalystX. the archive was read back in, so the history was already there. Fund I ran on a spreadsheet.
It was the right tool for the first thirty companies. By the second fund it was four versions, one of them correct, and the follow-ups depended on whoever remembered.
Dealflow Aug '26 four versions, one right Call notes nobody else opens Then you found AnalystX. the sheet became a pipeline with the history attached.