A multi-strategy venture firm: Affinity to Attio migration and team training

In one line. 80x migrated a multi-strategy venture firm off Affinity onto Attio, 58k companies and 50k+ people, and ran targeted training ahead of a direct cutover for 18 seats.

Client & context

The firm runs three fund strategies: an early-stage fund, a later-stage team, and a newly launched growth fund, operating more like private equity than traditional VC. It had been on Affinity, with the later-stage team its heaviest power users, the group whose daily workflow the switch would touch most.

The problem

The move was a direct switch to Attio with no parallel running. The priority was making sure the firm's power users were fully confident from day one, so the engagement was as much a change-management exercise as a data migration.

What we built

• A completed data migration: 58k companies and 50k+ people imported into Attio.
• A deals-first data model, deals decoupled from companies so multiple funding rounds can be tracked over time, stealth-company deals created without a linked company, and custom LP/fund/commitment objects.
• Migrated views, prioritising the active pipeline and outbound-qualification views, plus partner-specific and numbered views.
• A pre-migration training session and a weekend user guide covering the first five setup actions.

How we did it

We ran a 45-minute pre-migration training aimed squarely at the power users. It covered only the essentials, find companies, add Granola notes to records, add companies to lists, change deal status, on the principle that full confidence on the basics beats partial comfort across every feature. A subset of 5-10 records was migrated so the session could run on real data. We walked the team through Attio's deals-first model versus Affinity's company-first one, the lists-versus-objects distinction, and the automation builder, with 50-60 VC-specific automations and external integrations (Chrono, Apollo via webhooks) offered to layer on afterwards.

Outcome

• 58k companies + 50k+ people migrated.
• 18 seats / ~16 active users across the early-stage, later-stage and growth funds.
• A direct cutover with login credentials activated for all users, with deeper sessions and a Claude CLI agent-workflow integration to follow.

Takeaway: A 58k-company, 50k+-person Affinity-to-Attio migration delivered on a direct cutover, de-risked by pre-migration training aimed at the firm's power users.