Sideways CRM

The Attio specialist for Investors, Advisors & Brokers. 35+ setups since 2023.

Your network is already your edge. I build the system that puts it to work.

What I do

✓ New Attio setups, designed around how your firm actually works

✓ Migrations from Salesforce, Airtable, HubSpot, Affinity, other systems or spreadsheets

✓ Deal sourcing, live enrichment and intelligent matching

✓ AI workflows and automated data capture

✓ Investor and network communications

✓ Audits and rebuilds of workspaces that never quite landed

🗲 How it works

A scoping call, then a short paid audit with clear recommendations. This provises you with a sequenced plan forward, credited against any project. From there: Setup, Build, and an ongoing partnership to keep it sharp.

You work directly with me. Founding Attio Expert Partner, senior judgement on every decision, no developer to manage.

✨ Who it's for

M&A advisors, VCs, PE, family offices, brokers and boutique advisory - anywhere deals come from relationships.

Curious how I think about systems? Read The Dealmakers OS - the case for a system that captures everything, surfaces what matters, and compounds with every conversation.