Portfolio Management in Attio
The work does not stop when you wire the money. You track each portfolio company for years: board dates, follow-on rounds, key hires, monthly metrics, and the introductions you promised to make. Most firms run this in a spreadsheet bolted onto a CRM that forgets the company once the deal closes. Attio keeps the portfolio in the same system as the deal, so history carries forward. Here is how to set it up.
Make Portfolio Company its own object
Create a Portfolio Company object so a holding is a first-class record, not a closed deal gathering dust. Link it to the original Deal, the Company, and the People on the founding team, so the diligence notes and the post-close updates live on the same thread. Give the object the attributes you actually report on:
| Attribute | Example |
|---|---|
| Investment date | 2025-03-14 |
| Stage at entry | Series A |
| Ownership | 12% |
| Board seat | Yes, Will Stenzel |
| Status | Active, Exited, or Written off |
| Last update | 2026-06-01 |
Track updates and metrics over time
Log each monthly or quarterly update as a Note or a linked Update record on the Portfolio Company. Capture revenue, runway, headcount, and the asks the founder raised. Because the records stack on one company, you read the full trajectory from entry to today without hunting through email. Set a Last update attribute and a view that flags any company you have not heard from in 60 days, so nothing goes quiet.
Manage follow-on rounds
A follow-on is a new Deal linked back to the Portfolio Company. Model it that way and you keep the original entry data and the follow-on decision side by side. A view filtered to companies raising now shows the partners where fresh capital decisions sit. When the round closes, the new ownership and date update on the Portfolio Company record, so the cap-table picture stays current. The deal mechanics are covered in deal flow management in Attio.
Build the views the partnership actually opens
- Portfolio overview: all active holdings, grouped by fund or sector.
- Needs attention: no update logged in 60 days.
- Board calendar: companies with a board seat, sorted by next meeting date.
- Raising now: portfolio companies with an open follow-on.
- Help requested: open founder asks the firm committed to.
Each view reads from the same records, so the Monday portfolio review runs off live data instead of a stale deck.
Keep your network working for the portfolio
Portfolio support often means introductions: a customer, a candidate, a follow-on investor. Attio's relationship graph shows which connections across your team can make that intro, the same who-knows-who engine you use for sourcing. The detail is in relationship intelligence in Attio. Logged email and calendar activity also shows how engaged each partner is with each company, so support stays even rather than concentrated on the loudest founders.
Carrying portfolio history over from Affinity
When we migrate a firm, portfolio companies and their notes come across with the rest of the data. We map People, Companies, Lists and saved views, Notes, Opportunities, and Files, so years of updates and board history land intact. A typical migration runs about 15 hours and around $3,000, saves about $14,720 a year against Affinity Scale, and pays back in roughly 2.4 months. Weigh the full picture in best CRM for venture capital.
See what your firm saves switching to Attio →FAQ
- How does Attio track portfolio companies after investment?
- You create a Portfolio Company object linked to the original deal, company, and founders, with attributes for ownership, board seat, status, and last update. Notes and update records stack on it over time.
- Can I track follow-on rounds in Attio?
- Yes. Model each follow-on as a new Deal linked to the Portfolio Company. The original entry data and the follow-on decision sit side by side, and ownership updates when the round closes.
- How do I see which companies have gone quiet?
- Set a Last update attribute and build a view that flags any holding with no update in 60 days, so the partnership catches silence before it becomes a problem.
- Will my portfolio history transfer from Affinity?
- Yes. We map Companies, People, Notes, Opportunities, Files, and saved views, so board history and years of updates land in Attio intact.
- What does the migration cost and save?
- About 15 hours and $3,000 to migrate, saving roughly $14,720 per year against Affinity Scale with payback near 2.4 months. Email contact@dialed.tech for a free test migration.