BAM Labs

💥 We build custom CRM workspaces for venture capital and private equity firms. We're a team from inside the industry - deal pipelines, investor relations, portfolio tracking, and fund operations.

About BAM Labs

With years of experience inside venture capital and private equity firms - across fund operations, deal origination, and portfolio intelligence. We know how investment teams actually work, and we build your workspace around that.

What we help with

• CRM Migration - Moving from Affinity, Salesforce, HubSpot, spreadsheets, or whatever you've outgrown. Clean data migration, restructured objects, and a workspace that actually fits how your firm operates from day one.
• Deal Flow & Relationship Management - Custom deal pipelines, relationship tracking, investor and LP management, automated enrichment, and signal detection. Built for how investment teams source, evaluate, and manage relationships.
• AI, Integrations & Automation - AI layered across your CRM, deal flow, and portfolio data connected to your stack and automated to help your team make faster decisions
• Portfolio Company Rollouts - We also help portfolio companies set up Attio for their own sales and GTM motions, with CRM structures that scale as they grow.

Results

• Migrated complex CRMs into Attio - including workspaces with 140k+ records, 300+ fields, and 60k+ emails
• Built automated deal intelligence systems using call transcripts and public databases
• Integrated Attio with outbound infrastructure across email, LinkedIn, lead qualification, and enrichment tools
• Helped portfolio companies roll out Attio-connected sales pipelines from scratch

How we work

1. We start with a discovery call to understand your firm's strategy, deal flow, and how your team operates day to day.
2. We map your current CRM setup and design a workspace structure tailored to how you source, evaluate, and manage relationships.
3. We build it, migrate your data, and refine it as your firm evolves.

Whether you're migrating from an existing CRM or building from scratch, every engagement starts with a clear outcome.

Next steps

Book a free 30-minute discovery call. We'll learn how your firm operates, review your current CRM setup, and show you what a purpose-built Attio workspace could look like for your team.