A venture firm with SPV vehicles: Attio LP CRM build + historical SPV data import

In one line. 80x built a venture firm's LP CRM in Attio and imported every historical SPV commitment and deployment since inception, turning a coaching engagement into a hands-on data build the managing partner could present to the team.

Client & context

The client is a venture firm that runs its investments through a series of SPV vehicles. The engagement began as a coaching package, £450/month "teaching to fish" alongside a £6k full-consulting alternative, with a shared Notion workspace, Loom videos and Slack Q&A. The managing partner wanted to learn the tooling directly rather than outsource it, matching the firm's hands-on culture. It grew into direct data modelling once a team-presentation deadline appeared.

The problem

LP tracking lived in a new Airtable with no structured record of the firm's history. Each past SPV held commitment and deployment data spread across spreadsheet tabs, in two currencies, with multiple wire transfers per LP. The team wanted the full history in the CRM, not just forward-looking records.

What we built

• An Attio LP object model: primary/secondary locations, bio/tagline, investment preferences (stake and sector), check-size minimums and maximums, and a clean split between key contacts (people only, required) and associated company.
• A historical SPV import cross-referencing the LP-commitments tab (in the fund's local currency) against the per-fund deployment tabs.
• Dual-column multi-currency display with automated local-currency-to-USD FX conversion via the Yahoo Finance API, covering both historical and current deals.
• An LP location-map visualization tutorial (Google Maps API / CSV), plus Loom/YouTube enablement videos and Notion setup docs.
• A CRM-hygiene cron framework, deduplication, email validation, empty-field fills, scoped as a future maintenance layer.

How we did it

The managing partner sent CSV exports over Slack; we imported the historical data ahead of a Monday prep call. The key-contacts field was split in two so LPs whose contacts use personal rather than company email domains still tag cleanly. Contacts without emails (e.g. warming WhatsApp-only relationships) got temporary person records rather than dropping the required-field constraint.

Outcome

The managing partner presented the setup to the team, with the historical data import completed ahead of the session and faster than the manual approach. The engagement is ongoing, with the cron-based hygiene framework scoped as the next maintenance layer.

Takeaway: A coaching offer became a working Attio LP CRM with the firm's full SPV history imported and multi-currency commitments displayed automatically.