A European private-equity family office: DealCloud-to-Attio migration + analytics dashboard

In one line. A European private-equity family office moved from DealCloud to Attio; 80x migrated ~300 deals in a one-week $3k project and delivered a live analytics dashboard with 60+ metrics.

Client & context

A European private-equity family office with a 10-person team had been running DealCloud for inbound deal-flow management. They wanted a lighter-weight CRM better matched to how the team actually worked, and after trialing Attio and getting partner approval, they moved.

The problem

DealCloud held ~300 deal rows plus a secondary dataset of introducer companies (investment banks). Deal dates mattered because they drive annual won/lost statistics, and some company records lacked domain names. Attio's number fields also can't display a custom "M" suffix (e.g. "40M euros"), which the team wanted on financial values.

What we built

• The DealCloud → Attio migration: ~300 deal rows plus the introducer/investment-bank dataset, with domain lookup/mapping during import, Kanban board recreation, and two training sessions.
• A currency "M-suffix" display automation: a mirrored text attribute shadows each number field (Revenue/CA, EBITDA, valuation ticket), so users type into the number field while the card shows the formatted value. The "CA automation" was deployed and the old revenue-beta field retired.
• Stage-based pipeline views per investment pool, showing codenames at early stages and company names later, navigated via favorites and Command-K.
• A live analytics dashboard: 60+ metrics, quarterly/all-time filtering, Command-K search, and on-demand PDF report generation.

How we did it

The migration ran as a fixed one-week project: data prep Monday-Friday, execution on the Saturday while the team was offline, go-live the following Monday with Attio replacing DealCloud. Historical data was preserved for statistics while the team started fresh from January 2026. The M-suffix requirement was solved with mirrored text attributes rather than waiting on Attio's forthcoming formula field. The dashboard was built as a Claude/React app connected to the data and tested by the team before the partner presentation. Payment ran through an Airwallex virtual French bank account, in euros, with no VAT.

Outcome

• A live analytics dashboard with 60+ metrics and insights.
• Go-live Monday, after the Saturday weekend cutover.
• $3k fixed-fee one-week migration plus two weeks of post-migration support.

Takeaway: DealCloud out, Attio in over one weekend, with a 60+ metric dashboard and PDF reporting live for the partner meeting.