Leave Affinity. Keep every note.

We move venture, private equity and property investment firms from Affinity to Attio with their notes, relationships and deal history intact, and a data model built around how a fund actually works.

• Notes, people, organisations and lists migrated, tested before go-live
• Every email, meeting and call captured on the record automatically
• Per-seat licensing with no multi-year lock-in, fixed implementation price
• Connects to ChatGPT and Claude, so you can ask questions of your investors and deal flow

Book a 30-minute Attio demo

Why funds are leaving Affinity for Attio

• Nobody types anything in: Attio syncs email and calendar natively, and with your call tool connected, every call lands on the right record with a transcript and summary. Activity shows up on its own.
• Live in weeks, not quarters: Fiacon went from nothing to a live CRM, dialler and AI qualification engine in two and a half weeks. Careers In Government moved thirty years of HubSpot history in three.
• Licensing that fits a small team: Attio is priced per seat, monthly or annually, with no multi-year lock-in. We arrange licences at partner pricing and tell you the full running cost before you commit.
• One product, not a suite: No bundle of hubs, clouds or add-ons to get the features you need. Attio is one system that models your business, with integrations where you want them.
• AI built in, not bolted on: AI attributes, call summaries and enrichment are part of the product, and an MCP server lets Claude and ChatGPT read and update your records directly.

• 80,000+: records moved from Affinity for River Capital
• 24 hrs: Forza Capital's first raise on Attio, down from weeks
• Fixed: price on every engagement

Case studies

• River Capital: Optimising CRM for fund management with Affinity to Attio migration: As Attio experts, Crawl Walk Run specialises in guiding our customers through complex CRM migrations from legacy systems. We recently partnered with River Capital, a prominent multi-asset boutique fund manager based in Melbourne Australia, to migrate their operations from Affinity to Attio. This transition not only streamlined their CRM for improved insights on investors, but also enhanced visibility and efficiency in managing investor relationships, holdings, and transactions.
• Forza Capital: Running capital raises from one system with Attio and Brevo: Forza Capital moved from Affinity to Attio and connected Brevo for investor communications. Their first book build on the new system completed a raise within 24 hours, a process that used to take weeks.

How an Affinity migration runs

1. Demo and introduction: Thirty minutes. You see Attio set up for a fund, we look at what lives in Affinity today and when the renewal lands, and you leave knowing whether it fits.
2. Fixed-price plan: A data model for your fund (entities, holdings, investors, book builds) and a fixed price, before any work begins.
3. Migrate and train: Your data comes across in structured templates you review and approve. A test load runs first, then production, then recorded training for your team.

What comes across from Affinity

• People and organisations, matched on email and unique IDs
• Notes, attached to the right person, company or deal
• Lists and pipelines, rebuilt as Attio lists and stages
• Holdings, transactions and book build history
• Investor groups, entities and trusts as related records
• Your email and calendar history, synced natively by Attio

Questions

Will we lose our Affinity notes?

No. Notes are mapped to the most useful record in Attio (company, person or deal) and checked in a test load before the production migration runs.

How long does an Affinity to Attio migration take?

Weeks, not months. The timeline depends on how much history and how many custom fields you carry, and we fix it after the demo, before you commit.

Can we keep working in Affinity during the move?

Yes. Your team stays in Affinity until cut-over. We run a test migration first, then the production load just before training, so nobody loses a working day.

Is Attio a good fit for a VC or PE fund?

Attio's custom objects let us model funds, entities, holdings and book builds as connected records, which is where Affinity tends to struggle. River Capital and Forza Capital both run their funds on Attio.

What does Attio cost to run?

Attio is priced per seat, monthly or annually, with no multi-year contract. We arrange licences at partner pricing and show you the full running cost on the demo.

How is the implementation priced?

Every engagement is fixed price. You get the number after the demo, before any work starts.