Arx vs Attio
Attio tracks contacts.
Arx runs the raise.
Attio is a flexible CRM you bend into shape for fundraising. Arx is built for it from the start — a purpose-made investor list, plus nine more tools that actually get the round closed, in one workspace.
General-purpose CRM
A
ARX
Fundraising operating system
ALL YOUR TOOLS IN ONE WORKSPACE
CRM is just one piece
of the puzzle.
Attio gives you the contact list — one piece. Arx gives you the whole picture: a purpose-built investor list plus the deck, data room, forecast, updates, briefs and an AI that acts across all of it. The investor list isn’t a generic CRM you reshape into place; it’s built for the raise, and it’s connected to everything that closes it.
Attio
A flexible, general CRM.
A modern, customizable CRM with custom objects, sales pipelines, reporting and a deep integrations marketplace. Powerful for managing relationships at scale — across sales and customers. For fundraising, though, you’re configuring a general tool to do a specialized job, and the deck, data room, briefs and forecast still live somewhere else.
General CRM · configured
Arx
A fundraising operating system.
A purpose-built investor list — warm-intro paths, one-click sharing, intro requests and pre-meeting briefs — plus deck analytics, a live data room, forecast, updates and an AI that acts across all of it. Built for the raise, specifically for early-stage founders.
Built for the raise
★ Where Arx pulls ahead · The investor list
An investor list,
not a contact list.
Attio is a great general CRM — but raising isn’t sales, and you end up bending a contact database into a job it wasn’t built for. Arx’s investor list is built around the round: it maps the warm path into every fund, turns it into a one-click intro request, and carries that fund all the way through to your updates.
- Warm-intro pathsSee who in your network can introduce you to each fund — and the shortest path to the partner who writes the check.
- Share & request in one clickHand the list to an advisor; they flag who they can intro, and you send the request without leaving Arx.
- Straight into your updatesMove a fund from pipeline to your investor-update list without re-entering a thing.
Investor list · Seed roundPipeline
Northbeam CapitalDiligence
Warm path: SCSarah ChenJPJ. Park · Partner
Acme VenturesFirst meeting
Warm path: DLDana LiuMRM. Reyes · GP
Foundry PartnersTo contact
Warm path: ABAvi BoseTKT. Kwan · Principal
Share with advisorSend intro requestAdd to updates
Where they diverge
Feature by feature, by job.
Arx covers the entire fundraising workflow, with a purpose-built investor list at its core. Attio is a powerful, flexible CRM for managing relationships at scale — across sales and customers — but it isn’t built for the raise.
Capability
Arx
Attio
Fundraising workflow
Investor listStages, check sizes, conversation history
✓ Built for the raise
✓ General CRM
Warm-intro pathsMap advisors & investors to each fund
✓ Built in
✕ Not built in
Share list & send intro requestsAdvisors flag intros, you send in a click
✓ Built in
✕ Not offered
Investor updatesComposed, sent from your own domain
✓ Built in
✕ Email only
Pre-meeting investor briefsFund & partner context before each call
✓ Built in
✕ Not offered
Meeting bookingsInvestor scheduling with prep briefs
✓ Built in
✕ Not offered
AI assistantActs across your data · Claude via MCP
✓ Built in
✓ Limited
Beyond the CRM
Pitch deck analyticsPer-slide dwell, viewer-level tracking
✓ Per-slide heatmap
✕ Not offered
Financial forecastDrivers-driven, benchmarked
✓ Built in
✕ Not offered
Investor data roomShare diligence materials with investors
✓ Built in
✕ Not offered
Live-linked materialsDeck, cap table, forecast auto-update in the room
✓ Always current
✕ Not offered
Per-investor scoped roomsDifferent contents, different lifespans
✓ Built in
✕ Not offered
Cap table & SAFEsShareholders, options, convertibles
✓ Founder-grade
✕ Not offered
Pro-forma round modelingPre/post, dilution scenarios
✓ Built in
✕ Not offered
General CRM platform
Custom objects & schemaModel any kind of record, your way
✕ Fundraising-shaped
✓ Fully customizable
Sales & customer pipelinesCRM beyond investors
✕ Investors-focused
✓ Built in
Reporting & dashboardsCustom reports across every object
✕ Fundraising views
✓ Fully custom
Integrations marketplaceBreadth of third-party connectors
✓ Core stack + MCP
✓ Extensive
Automations & sequencesWorkflow builder, email sequences
✓ Fundraising flows
✓ Built in
Pricing & onboarding
Pricing modelWhat you actually pay
✓ Flat $99/mo, unlimited seats
Per-seat, tiered
OnboardingSetup & time to first value
✓ Guided for fundraising
Configure it yourself
★ Where Arx pulls ahead · One connected workspace
Every investor record, wired to your workspace.
DATA ROOM
Add investors to a data room.
Open a scoped diligence room for any investor straight from their record — deck, cap table and forecast linked live and always current.
PITCH DECK
Send the latest deck.
Share one tracked link. Per-slide dwell and viewer analytics flow back onto the same record.
BOOKINGS
Book the meeting.
Investors pick a time. Calendar sync, buffers and reminders are handled for you. They get a brief about your company ahead of time.
NOTES
Take notes that stick.
Take meeting notes directly in Arx, and they get saved straight onto the investor’s record.
BRIEFS
Walk in briefed.
An investor brief lands in your Gmail or Slack before every call: fund focus, partner background, and where you left off last time.
UPDATES
Keep investors in the loop.
Move a fund into your investor-update list in one click. Opens and replies attach back to the record automatically.
Ask Arx · in the app or via Claude
Edit your list
by asking.
Updating a CRM is data entry. In Arx, you just say it. Arx moves the funds, drafts the follow-ups, tells you who went cold and who read your deck last night. Run it inside the app, or from your own Claude account over MCP.
- Right where you workAsk Arx lives on every page — and in Claude Desktop through the Arx MCP server.
- It reads your listPulls context straight from your pipeline, so a one-line ask becomes exactly the right change.
- Helps you close the roundArx knows who’s actively viewing your deck or your data room. It tells you exactly where investors get lost and how to fix it.
Ask ArxInvestor list
Via Claude · MCP
You
Move everyone I met with today to First meeting, and add Northbeam to my update list.
Ask Arx
Done — moved Acme Ventures and Foundry Partners to First meeting, and added Northbeam Capital to your Seed update list. Want me to draft the intro request for Foundry?
The honest part
Keep Attio for sales.
Raise the round in Arx.
You need a flexible system to manage customers and sales relationships as the company grows, and Attio is a strong choice.
But the raise is a different job. You need to track your warm intros, share the deck and room, walk-in briefed, and send investor updates. That’s what Arx is designed to do, for one flat price.
Attio
$29+/seat
Per-seat CRM pricing — and the deck sharing, data room, scheduling, updates and forecast still live in other tools you pay for separately.
Arx
$99/mo
Flat, unlimited seats. The investor list plus nine other tools you’d otherwise buy separately.
The bottom line
Run the raise in Arx.
Keep Attio for sales.
Tracking investors is one tool. Arx gives you that — built for the raise — plus the deck, data room, cap table, briefs, updates and forecast, in one $99/mo workspace. Attio is there for the customers. Arx is here for your round.
Start free trial →ARX · ONE SUBSCRIPTION
10
TOOLS IN ONE
$99
FLAT, PER MONTH
∞
SEATS INCLUDED
14 Days
FREE TRIAL, NO CARD