A climate and impact venture firm: Fundraising CRM setup + email-to-Attio deal-intake automation

In one line. We set up a climate and impact venture firm's fundraising/LP workflow in Attio and built an email-to-Attio pitch-intake pipeline via DeckMatch, organising 1,300+ LP records and standing up a live intake automation.

Client & context

The firm is a climate and impact fund raising its second fund. LP-target data was being migrated from Notion into Attio but needed organising, and the team wanted incoming pitch decks handled automatically.

The problem

Two jobs. First, the fundraising side: LP targets had landed in Attio from Notion but weren't organised into a workable pipeline. Second, deal intake: decks arrive by email, and someone had to run each through DeckMatch by hand, then copy the analysis into the CRM, slow, and easy to drop.

What we built

• An LP-targets list view in Attio filtered by company type, with Priority (Hot/Neutral/Cold), LP Status, Relationship Owner and last-interaction attributes
• Configured pipeline stages: Reach Out, Qualified, Verbal Commitment, Diligence
• Notion → Attio LP data migration and organisation
• A shared intake mailbox with an auto-forward workflow into DeckMatch
• A Pipedream polling workflow that checks DeckMatch completion every 5 minutes and stores the deck ID/status in a data store
• A custom plain-text response email that includes the IC memo and links directly to the Attio/Airtable record
• Deal-pipeline filtering / if-else automation (e.g. Stage = Series B or none → mark as pass) and admin-permission / Slack-notification changes

How we did it

The LP database came first: 1,300+ records organised, with 53 "hot" targets surfaced through the filtered view. The intake pipeline then chains email forwarding, DeckMatch analysis and Attio: a deck sent to the shared mailbox auto-forwards to DeckMatch, gets analysed, and the resulting IC memo flows into Attio notes with a custom reply back to the sender linking straight to the record. The build uses a DeckMatch API-key method with a 5-minute Pipedream polling loop for reliability, rather than pure email forwarding.

Outcome

The LP side is organised: 1,300+ LP records with 53 hot LP targets identified through the filtered pipeline view. The email trigger is live and accepting pitches at the shared intake mailbox, with analysed decks flowing into Attio and a linked reply going back to each sender. The firm has a working fundraising/LP pipeline and an automated deal-intake path from inbox to CRM.

Takeaway: LP pipeline organised (1,300+ records, 53 hot targets) with a live email-to-Attio DeckMatch intake pipeline built on a reliable API-plus-polling architecture.