A venture firm with an angel syndicate and SPVs: Affinity-to-Attio migration + Zapier LP/syndicate onboarding automation

In one line. 80x migrated a venture firm's ~100,000-record Affinity CRM to Attio, 6,000 notes moved with zero errors, then rebuilt its syndicate/LP onboarding emails in Zapier.

Client & context

A venture firm with an angel syndicate and SPV structure alongside its fund ran an enterprise Affinity instance of ~100,000 records across companies, people, and opportunities. The deals pipeline was the main funnel (1,500 companies, 1,300+ people). For LP tracking it had been using AngelList and wanted proper CRM functionality in Attio. The migration was a $3k fixed project.

The problem

Everything had to move, files, notes, call recordings, reminders, global fields, within a tight 4-6 day window, so 80x worked under NDA inside the client's own Affinity login. Attio's deals custom object handles files and notes at the opportunity level, so those needed re-homing. And the syndicate onboarding emails were spread across three Zaps still triggering off Affinity.

What we built

• The Affinity-to-Attio migration, including a clean re-import of the deals custom object via CSV.
• 6,000 notes migrated with zero errors.
• A Google Drive archive with per-company folders keyed by Affinity IDs, linked into Attio's Files tab via Zapier.
• Three Zaps consolidated into one for syndicate/LP welcome emails, handling accepted/rejected and segmented audience templates, with triggers swapped from Affinity to Attio.
• A Google Form → Attio application intake workflow with a manual approval step, documented in Loom and Notion.

How we did it

Deals were re-imported first so the custom object was clean, then notes, then files. Files needed a route between organizations: Google doesn't allow transfers between orgs, so the archive moved via a DocSend zip hand-off, after which 80x destroyed its copies. The team chose Zapier over Attio's native sequences, which force a GDPR unsubscribe link unsuited to LP welcome emails, so sending stayed in Zapier with triggers repointed to Attio; the three Zaps were consolidated into one status-driven workflow. Remaining refinements, team-member fields, deal-status ordering, and meeting-sync settings, were handled on daily 10am Pacific standups.

Outcome

• 6,000 notes migrated with no errors.
• ~100,000 records in scope (1,500 companies, 1,300+ people).
• A $3k fixed-fee migration.
• Daily 10am Pacific standups closed the remaining refinements.

Takeaway: A ~100,000-record Affinity instance moved to Attio with 6,000 notes intact, and syndicate onboarding rebuilt as a single Zapier workflow.