The Fund Stack · Dealflow & CRM
Attio
Attio is a CRM built on a flexible object model, so a fund can model deals, companies, people, and LPs the way it actually works rather than around a sales pipeline. Its API and native workflows make it a common home for agentic automation — enrichment, qualification, and hygiene agents can read and write the same records the team sees.
Related tools
AffinityRelationship-intelligence CRM that maps who your firm already knowsAirtableSpreadsheet-database hybrid for lightweight pipelines and opsNotionDocs and databases in one workspace — memos, wikis, and portalsfolkA lightweight, contact-first CRM for smaller teams4DegreesRelationship-intelligence CRM built for private-market investors
This listing is editorial: it is not paid placement, and the links above carry no affiliate tracking. How entries are chosen is documented in the methodology.