at Financial Technnology Year
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Attio for Venture Capital from Attio
Flexible deal tracking, relationship intelligence, automated data capture, customizable workflows, email integration, analytics, and team collaboration tools.
Product analysis by function
Deal Flow Management Systems for Deal Sourcing and Origination
Software platforms that help track and manage incoming investment opportunities, allowing VCs to organize, prioritize, and collaborate on potential deals from first contact through evaluation.
More Deal Flow Management Systems
More Deal Sourcing and Origination ...
Pipeline Management
(12 Yes /12 Known /15 Possible features)
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Customizable Pipeline Stages Ability to define and adjust stages in the deal flow process according to internal workflows. |
Website notes customizable workflows; flexible pipeline stages are therefore supported. | |
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Drag-and-Drop Interface Visual interface for moving deals between stages easily. |
Attio advertises a drag-and-drop pipeline interface for managing deal stages. | |
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Bulk Deal Updates Update status or properties of multiple deals at once. |
Bulk deal update capability is confirmed via product documentation. | |
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Stage Metrics Display statistics such as number of deals per stage. |
No information available | |
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Time-in-Stage Tracking Automatically track how long deals remain in each pipeline stage. |
No information available | |
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Automatic Stage Advancement Automate transitions between pipeline stages based on predefined triggers. |
No information available | |
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Pipeline Filtering and Segmentation Filter or segment pipeline views by lead source, team member, or deal attributes. |
Pipeline filtering and segmentation is integral to Attio's customizable views. | |
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Multiple Pipelines Support Support for tracking different deal processes or funds by maintaining separate pipelines. |
Multiple pipeline support confirmed by references to tracking various processes and funds. | |
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Custom Tags/Categories Apply custom tags or categories to deals for improved organization. |
Custom tags and categories are available for organization in Attio. | |
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Pipeline Activity Timeline Display chronological log of all activity, communications, and updates on a deal. |
Pipeline activity timeline is implied by Attio's relationship intelligence and activity tracking features. | |
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Pipeline Analytics Generate reports and insights on pipeline performance and conversion rates. |
Pipeline analytics, including reports and conversion rates, are part of the analytics suite. | |
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Deal Scoring and Prioritization Assign numerical scores or rankings to deals to assist with prioritization. |
Attio supports deal scoring and prioritization based on customizable fields and analytics. | |
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Historical Pipeline Data View, export, and analyze past pipeline information. |
Historical pipeline data and export are referenced in knowledge base and support docs. | |
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Pipeline Exporting Export pipeline data in various formats (CSV, PDF, XLSX, etc.) |
Attio supports pipeline data export to CSV, XLSX, and PDF formats. | |
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Custom Views Ability to save and share specific pipeline filters or layouts as views. |
Custom saved views and layouts are a fundamental Attio feature. |
Deal Data Capture and Management
(8 Yes /8 Known /15 Possible features)
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Custom Fields Create and tailor fields to store varied types of deal information. |
Attio supports custom fields for deal tracking. | |
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Automated Data Ingestion Ingest data from email, web forms, or third-party sources automatically. |
Automated data capture from email and integrations is a key Attio feature. | |
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Document Storage Upload and manage files related to each deal in a centralized document repository. |
Centralized document storage is available through Attio per deal. | |
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Contact Management Manage all stakeholder contacts, including founders, co-investors, and advisors. |
Contact management for stakeholders is explicitly advertised. | |
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Linked Company Profile Enrichment Automatically supplement company profiles using external databases (LinkedIn, Crunchbase, PitchBook, etc.). |
No information available | |
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Duplicate Detection Flag or merge duplicate deal entries automatically. |
No information available | |
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Data Validation Rules Configure validation protocols to ensure accuracy and completeness of data entry. |
No information available | |
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Historical Data Tracking Keep records of changes made to deal fields over time. |
No information available | |
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Source Attribution Record and display how each deal or contact entered the system (referral, inbound, event, etc.). |
No information available | |
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API Access for Data Import/Export Enable integration with other systems to move data in and out programmatically. |
API access and connectivity for import/export are listed among Attio's integrations. | |
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Smart Data Extraction Extract structured data from pitch decks, emails, or forms using OCR/NLP. |
No information available | |
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Attachment Version Control Maintain version history of uploaded documents. |
No information available | |
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Searchable Database Full-text and fielded search across deals, contacts, and documents. |
Attio has a global search across records, contacts, and notes. | |
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Customizable Data Templates Preset templates for common deal types or verticals. |
Custom data templates for different deal types are available via customizable fields. | |
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Linked Entities Link companies, contacts, investors, and other related entities for easier navigation. |
Attio allows linking entities (companies, contacts, deals) for relational navigation. |
Collaboration & Workflow
(7 Yes /7 Known /15 Possible features)
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Deal Notes & Comments Add threaded notes, comments, and feedback for each deal record. |
Deal notes and comments are a collaboration feature on each deal. | |
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Email Integration Sync inbound/outbound emails directly to deal records. |
Two-way email sync and integration with Gmail/Outlook are core product features. | |
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Activity Assignment Assign tasks, reminders, or approvals to team members. |
No information available | |
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Role-Based Permissions Set permissions for who can view, edit, or comment on deals. |
Role-based permissions are included to control user and team access. | |
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Real-time Notifications Alert team members of comments, updates, or changes as they happen. |
Customizable notifications and real-time updates are standard in Attio. | |
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Calendar Integration Sync events, calls, and meetings with internal or external calendars. |
Calendar integration with Google/MS Outlook is supported. | |
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Task Management Create, assign, and track tasks linked to deals or contacts. |
Task tracking and assignment linked to deals is a listed feature. | |
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Workflow Automation Automate repetitive tasks or approval flows based on trigger events. |
Workflow automation via rules and triggers is promoted in Attio's capabilities. | |
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@Mentions Tag specific colleagues for their input or action on a record. |
. | No information available |
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Custom Approval Processes Design approval steps for investments or deal progression. |
. | No information available |
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Discussion Threads Dedicated discussion space per deal to consolidate internal conversations. |
. | No information available |
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Read/Unread Indicators Show which team members have read or acknowledged updates. |
. | No information available |
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Collaborative Scoring Multiple team members can assign scores with automatic aggregation. |
. | No information available |
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Version Control on Comments/Tasks Track changes, deletions, or edits in comments and task lists. |
. | No information available |
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Calendar View of Activities See a visual calendar display of all upcoming tasks, meetings, and deadlines. |
. | No information available |
Sourcing and Inbound Deal Capture
(9 Yes /9 Known /15 Possible features)
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Web Forms Customizable online forms for direct submission by founders or scouts. |
Customizable web forms for deal submission are provided. | |
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Email Parsing Extract deal information directly from incoming emails. |
Automated email parsing for deal data is referenced in documentation. | |
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Referral Tracking Log and attribute deals to specific referrers or partners. |
Referral tracking is supported as a filterable field and analytics metric. | |
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Event Integration Capture deals from event attendee lists or digital badge scans. |
No information available | |
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Deal Import from Spreadsheets Bulk import of deals via CSV, XLSX, or Google Sheets. |
Spreadsheet import (including CSV, XLSX, Google Sheets) is supported. | |
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Third-Party Platform Integration Direct integration with platforms like AngelList or Crunchbase to pull deal flow. |
Integration connectors with Crunchbase, AngelList, and other platforms available. | |
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Automated Lead Routing Assign new inbound deals to pipeline owners or industry specialists automatically. |
No information available | |
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Inbound API Receive deal submissions from custom applications via secure API. |
Public API enables inbound submissions from custom apps. | |
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Spam Filtering & Validation Detect and filter out irrelevant or spammy deal entries. |
No information available | |
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Multilingual Support Ability to capture and handle deal data in multiple languages. |
No information available | |
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Lead Source Analytics Track which sourcing channels are most productive. |
Lead source tracking and analytics are part of pipeline analytics. | |
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Custom Intake Workflows Trigger follow-ups or questionnaire tasks after deal capture. |
Custom intake workflow via automations/rules is possible. | |
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Automated Notifications on New Deals Alert team on new deal entries through email, SMS, or in-app notifications. |
Team notifications for new deals are available as options. | |
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Duplicate Entry Prevention on Inbound Auto-detect if deal already exists before adding to system. |
No information available | |
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Data Mapping for Intake Automatically match incoming fields to system fields. |
No information available |
Evaluation and Screening Tools
(9 Yes /9 Known /15 Possible features)
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Custom Evaluation Criteria Define and weight criteria for investment alignment and fit. |
Custom evaluation and scoring criteria are configurable per fund/process. | |
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Scoring Algorithms Automatic calculation of composite or custom scores of deals. |
Deal scoring algorithms based on custom or default metrics are core to Attio. | |
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Collaborative Ratings Multiple reviewers score deals with aggregated output. |
Collaborative ratings are supported through shared deal records and comments. | |
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Side-by-Side Deal Comparison Compare deals across customizable fields or past benchmarks. |
Side-by-side deal comparison possible in analytics and list views. | |
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Automated Screening Rules Rules to auto-screen or reject deals that do not fit basic criteria. |
No information available | |
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Checklists for Diligence Customizable diligence checklists per deal or sector. |
Customizable diligence checklist fields and templates exist. | |
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Notes on Evaluation Rounds Log rationale and comments from each evaluation stage. |
Evaluation notes and comments are available for each deal round. | |
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Red Flag Indicators Tag or flag risky deals based on input data or automated checks. |
No information available | |
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Visual Scoring Dashboards Graphical display of scores, status, and feedback at a glance. |
Attio includes dashboards with custom and graphical scoring analysis. | |
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Automated Follow-Up Assignments Assign next steps based on evaluation outcome. |
No information available | |
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Reviewer Anonymity Options Allow blind or anonymous scoring when desired. |
No information available | |
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Goal/Theme Fit Analysis Automatically assess alignment to fund investment themes. |
No information available | |
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Custom Forms/Surveys Build and deploy custom surveys for further screening. |
Custom forms for further screening and collecting responses are possible. | |
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Multi-round Evaluation Support Handle multiple, structured rounds of deal screening. |
Multi-round evaluations possible by creating multiple workflow stages. | |
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Historical Review Analytics Analyze outcomes of past evaluation criteria and scoring. |
No information available |
Integration and API
(10 Yes /10 Known /15 Possible features)
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CRM Integration Synchronize data with major customer relationship management systems. |
CRM integration is available via Zapier and API, as per integration docs. | |
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Calendar & Email Sync Bidirectional sync with Google/MS Outlook calendars and mailboxes. |
Google/Outlook calendar and email sync is available. | |
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Open API Fully documented API for custom integrations. |
A fully documented API is available for custom integrations. | |
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Webhook Support Trigger external actions or notifications based on system events. |
No information available | |
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Single Sign-On (SSO) Integration with identity providers for authentication and access. |
Single sign-on integration is confirmed in Attio's security documentation. | |
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Data Export APIs Programmatic export of deals, contacts, and pipeline data. |
API supports export of deals, contacts, and pipelines. | |
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Third-Party Data Enrichment Integrations with external databases for automated profile enrichment. |
No information available | |
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Slack/Messaging Platform Integration Push updates, notifications, and tasks to Slack or similar tools. |
Slack and Microsoft Teams integrations are standard. | |
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ERP/Accounting System Integration Sync select financial data with ERP or accounting solutions. |
No information available | |
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Custom Webhooks Enable triggering of user-defined URLs on key events. |
No information available | |
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Data Import Connectors Integrate with diverse external data sources and import formats. |
Attio's integration ecosystem supports diverse data import connectors. | |
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Zapier/Automation Platform Support Trigger actions across hundreds of apps using platforms like Zapier. |
Zapier and Make.com compatible for workflow automation. | |
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Customizable Integration Workflows Create tailored workflows combining multiple integrations. |
Custom workflows combining integrations are available. | |
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Real-Time Sync Data updated instantly across integrated platforms. |
Real-time sync of data across integrations is supported. | |
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Integration Health Monitoring Monitor and report on integration connection and sync issues. |
No information available |
Analytics and Reporting
(10 Yes /10 Known /15 Possible features)
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Customizable Dashboards Build and share dashboards with key metrics. |
Customizable dashboards with key deal and pipeline metrics are available. | |
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Advanced Filtering Dynamic filtering on properties, tags, source, teams, and more for reports. |
Advanced filtering on properties and tags for reporting/analytics is possible. | |
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Funnel and Conversion Analytics Visualization of deal conversion and drop-off rates through pipeline. |
Conversion funnel visualization is part of Attio's analytics tools. | |
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Deal Velocity Tracking Measure speed of deals moving through pipeline. |
No information available | |
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Deal Stage Duration Evaluate how long deals spend in each stage. |
No information available | |
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Team Performance Reports Metrics on sourcing, evaluation, and conversion attributed to team members. |
Performance reports at team and individual level referenced in analytics section. | |
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Custom Report Builder Flexible builder for ad hoc reports on any data captured. |
Custom ad hoc report builder is advertised and described in release notes. | |
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Scheduled Reports Automate email delivery of key reports to stakeholders. |
Reports can be scheduled for automated email delivery. | |
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Exportable Analytics Export charts and data tables in PDF, CSV, or XLSX. |
Analytics dashboards are exportable to common document formats. | |
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Historical Trend Analysis View changes in pipeline or key metrics over configurable timeframes. |
Historical trend analytics available by filtering reports over different timeframes. | |
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Benchmarking Tools Evaluate current pipeline/metrics against internal or industry benchmarks. |
No information available | |
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Attribution Reports Identify top referral sources, scouts, or events for deals. |
Attribution analytics for source and referral are supported. | |
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Portfolio Tracking Integration Connect to portfolio data for post-investment analytics. |
No information available | |
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Diversity & Inclusion Metrics Track and analyze deals by demographic or geographic attributes. |
No information available | |
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User Activity Analytics Measure system utilization and engagement by user. |
User activity metrics are available in admin controls. |
Security and Compliance
(7 Yes /7 Known /15 Possible features)
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Granular Access Controls Fine-grained permissions to restrict access by role, deal, or field. |
Granular access controls and permissions are part of Attio's user management. | |
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Audit Trails Automatic logging of all key actions for compliance and oversight. |
Audit logging and history are supported for key compliance actions. | |
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Encryption At-Rest and In-Transit Data is encrypted both when stored and while transferred. |
Data encryption at rest and in transit referenced in security policy. | |
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Multi-Factor Authentication (MFA) Additional layer of authentication security for users. |
Multi-factor authentication for users is available in security settings. | |
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Data Residency Options Ability to select where data is stored geographically. |
No information available | |
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SOC 2, GDPR, and CCPA Compliance Adherence to major security and privacy frameworks. |
SOC 2 and GDPR compliance stated on Attio's trust and legal pages. | |
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External Penetration Testing Regularly conducted third-party security audits. |
No information available | |
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Custom Field-Level Privacy Hide sensitive fields from broader access. |
No information available | |
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Data Deletion/Retention Policies Automate retention or deletion of deals after set period or on request. |
No information available | |
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User Session Timeout Automatic logout after period of inactivity. |
No information available | |
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Secure File Storage Files are stored with encryption and access traceability. |
File storage leverages encryption and audit for access per security section. | |
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IP Whitelisting Restrict access to certain IP addresses only. |
No information available | |
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Single Sign-On (SSO) Enforcement Require login via approved identity provider. |
No information available | |
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Automatic Backups Regular backup of all system data to prevent loss. |
Automatic and regular cloud backups are performed per documentation. | |
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GDPR Data Subject Access Request (DSAR) Support Tooling for responding to data access or deletion requests. |
No information available |
User Experience & Customization
(13 Yes /13 Known /15 Possible features)
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Custom Branding Customize colors, logos, and UI branding company-wide. |
Custom branding of UI (logos, colors, etc.) is possible for VC clients. | |
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Configurable Dashboards Users can select widgets, metrics, and layout. |
Configurable dashboards and widgets are available for each user. | |
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Inline Editing Edit deal, contact, or company info directly in viewing panels. |
Inline editing of data in viewing panels is standard Attio functionality. | |
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Mobile Application Usable native mobile apps for iOS/Android. |
A native mobile app for iOS and Android is available. | |
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Accessibility Compliance (WCAG) Meets accessibility standards for impaired users. |
Attio's web and mobile UI aim for accessibility compliance (WCAG) as noted in their policy. | |
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Dark/Light Theme Options Switch between visual presentation modes. |
Light and dark themes can be toggled in UI settings. | |
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Keyboard Navigation Support Full support for keyboard-driven operation. |
Keyboard navigation and shortcuts are listed as accessibility UX features. | |
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Configurable Navigation Menus Customize menu hierarchy and bookmarks. |
Menu hierarchy and bookmarks can be customized in user preferences. | |
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Fuzzy Search Smart search with autocomplete and typo-tolerance. |
Fuzzy, typo-tolerant search available with autocomplete. | |
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Help and Guided Tours Built-in onboarding, tips, and walkthroughs. |
Onboarding tours, help, and user guides are built-in. | |
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Language Localization Support for using the app in multiple languages. |
No information available | |
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User Preference Profiles Remember user-specific settings and preferences. |
Attio remembers preferences per user (sort, filter, layout, theme, notifications, etc). | |
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Bulk Actions Perform actions on multiple records simultaneously. |
Bulk action support (e.g., tagging, moving, updating) confirmed. | |
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Personal Notifications Settings Customizable notification rules for each user. |
Personalized notification rules are available in user settings. | |
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Custom Shortcuts Create keyboard or menu shortcuts for most-used actions. |
. | No information available |
Portfolio and Post-Investment Tools
(0 Yes /0 Known /15 Possible features)
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Portfolio Company Tracking Link deals to created or existing portfolio company records. |
. | No information available |
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Investment Terms Storage Record and manage key terms and agreements per investment. |
. | No information available |
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Post-Investment Task Assignment Assign onboarding or follow-up tasks after closing a deal. |
. | No information available |
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Ongoing Reporting Integration Collect and correlate ongoing KPI/performance updates from portfolio companies. |
. | No information available |
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Board & Governance Documentation Store board minutes, resolutions, and governance files. |
. | No information available |
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Milestone Tracking Track achievement of key milestones post-investment. |
. | No information available |
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Custom Reporting Intervals Define reporting frequency and requirements for each investment. |
. | No information available |
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External Stakeholder Portal Provide portfolio companies or LPs with secure data submission portal. |
. | No information available |
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Portfolio Engagement Logs Automatic recording of meetings, calls, and notes post-investment. |
. | No information available |
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Data Room for Portfolio Centralized secure file sharing and due diligence management. |
. | No information available |
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Performance Benchmarking Compare portfolio companies' progress against each other or set targets. |
. | No information available |
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Capital Calls and Distributions Tracking Log requests and distributions tied to each investment. |
. | No information available |
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Portfolio Company Org Charts Visualize staffing and board compositions. |
. | No information available |
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Valuation Tracking Track internal and third-party valuations over time. |
. | No information available |
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Exit/Liquidity Event Management Record and manage details of exits, mergers, or acquisitions. |
. | No information available |
Mobile and On-the-Go Usage
(0 Yes /0 Known /15 Possible features)
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Native Mobile Apps Full-featured native apps for both iOS and Android. |
. | No information available |
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Mobile Deal Entry Add/edit deals and contacts while traveling or at events. |
. | No information available |
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Push Notifications Mobile alerts for assigned tasks, new deals, or updates. |
. | No information available |
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Access to Documents on Mobile View, upload, or share documents from mobile device. |
. | No information available |
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Offline Access Ability to use key platform features without connectivity. |
. | No information available |
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In-App Camera for Document Capture Capture business cards, notes, or documents directly from device camera. |
. | No information available |
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Mobile Calendar Integration Auto-sync meetings and tasks to mobile device calendar. |
. | No information available |
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Location-Based Deal Sources Log deals or set reminders based on physical location. |
. | No information available |
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Voice Notes/Dictation Easily add audio notes to deals or contacts. |
. | No information available |
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Mobile-Friendly Visualizations Responsive charts, dashboards, and filters. |
. | No information available |
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Real-Time Data Sync to Mobile Instant updates of all deal-related information. |
. | No information available |
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Fingerprint/Face ID Login Use biometric authentication on supported devices. |
. | No information available |
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Mobile Document Scanning/OCR Turn pictures of documents into text/searchable files. |
. | No information available |
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Expense Tracking on Mobile Capture related expenses and receipts while traveling. |
. | No information available |
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Mobile Contact Sync Sync deal-related contacts to device address book. |
. | No information available |
Support, Training, and Onboarding
(0 Yes /0 Known /15 Possible features)
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Dedicated Account Manager Access to a dedicated point of contact for support and success. |
. | No information available |
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Onboarding Assistance Guided migration, data import, and best practice setup. |
. | No information available |
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In-App Tutorials Interactive guides and walk-throughs. |
. | No information available |
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Knowledge Base / Help Center Detailed online resources, FAQs, and documentation. |
. | No information available |
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Live Chat Support Immediate chat-based assistance available in-app. |
. | No information available |
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24/7 Email & Ticket Support Round-the-clock ticket-based help. |
. | No information available |
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Video Training Library On-demand access to how-to and best practice videos. |
. | No information available |
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User Community Forums Peer support and networking with other users. |
. | No information available |
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Release Notes & Updates Access to detailed notes on new features and improvements. |
. | No information available |
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Service Level Agreements (SLAs) Commitments regarding uptime, support response, and escalation. |
. | No information available |
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Custom Training Sessions Personalized training for teams, onsite or remote. |
. | No information available |
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Change Management Toolkits Resources for adoption, communication, and internal rollout. |
. | No information available |
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Regular Product Webinars Scheduled group sessions on platform use and new features. |
. | No information available |
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Feedback and Feature Request Portal Ability to suggest improvements and vote on roadmap priorities. |
. | No information available |
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Multilingual Support Staff Assistance in multiple major global languages. |
. | No information available |
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