A US multi-fund venture firm: Affinity → Attio migration + workspace rebuild

In one line. We moved a US multi-fund venture firm off Affinity onto Attio, 40,000 company records and 33,000 people records, then rebuilt its priority views, owner assignment, and LP funnel reporting.

Client & context

The firm had run on Affinity since 2016-2017, accumulating roughly 66,000 records and a deal pipeline of 10,000+ companies since inception, managed by a team of five to six. It wanted a fresh start on Attio, a pragmatic rebuild rather than an exact copy: keep what mattered and set up cleaner structure on the way in.

The problem

The firm was actively raising its third fund, so the fundraising list could not go dark during a switch. It also wanted cleaner structure than the legacy setup carried: clear priority lists, reliable owner assignment, and LP funnel reporting that matched its investor presentation format.

What we built

• Migration of 40,000 company records and 33,000 people records from Affinity to Attio.
• The third-fund fundraising list rebuilt with 283 LPs, plus Deals and Outreach/Tracking views.
• Owner auto-assignment on all lists, a new "Team Call" stage between Partner Call and Terms, and enriched attributes on the three priority lists.
• A funnel report matching the fund's LP presentation format: 2% of companies reach a first call, 20% of first calls reach a partner call, 96% convert from terms to portfolio.
• A Google Drive + Zapier workflow to sync files and attachments into Attio.
• Task cleanup, user-access management, a Loom walkthrough, and a group onboarding session.

How we did it

The migration ran on a Saturday-morning cutover so the team could start on Attio the following Monday, with a two-week support window after. Because Attio has no direct API for file sync, pitch decks and attachments were exported to Google Drive, a folder per company, and linked into Attio's Files tab through Zapier. We cleared inactive tasks and departed-user accounts, reset access, and rebuilt the priority views (Deals, Outreach and tracking, third-fund prospects) from the client's own screenshots.

Outcome

40,000 companies and 33,000 people were migrated onto Attio, with the priority views, owner assignment, and LP funnel reporting live. The migration and a two-week support window were delivered, with group team onboarding to follow.

Takeaway: A decade of Affinity data rebuilt on Attio, 40,000 companies and 33,000 people, with live LP funnel reporting and a clean priority-view structure.