A private inbox for investors·WhatsApp → Attio · Affinity

The deals that matter never touched your inbox.

They're already in WhatsApp.

A Series A deck dropped mid-banter. SPV terms in a DM. The warm intro that never left your phone. Bastoni is a discreet, unified inbox for the threads where real deals move — and you decide, message by message, what crosses into Attio or Affinity. Everything else stays yours.

Private by default — enforced on the server, not the screen. Nothing syncs until you say so.
Rolf Andersson
Private
PrivateShared
padel saturday? courts at 10, enskede
indoor pls. my topspin deserves witnesses
Astrid lost her first tooth tonight — tooth fairy negotiations ongoing 🦷
Fri, Jun 12
btw — Series A deck is final, sending the data room link tonight 🚀
DetailsAttio
Contact
Rolf Andersson
Phone+46 70 123 45 67
Emailrolf@helios.io
ChannelWhatsApp
CRM record
Rolf Andersson
Attioperson
Phone match100% match

Sync only ever writes each message once, and private messages stay out of your CRM.

Sync
0 of 14 synced
13 private
Auto-sync on
Where deals actually move

Your best deal flow has no record.

The deck arrives in a thread about padel. SPV terms get hashed out between two messages of gossip. None of it reaches your CRM — so three months later you're reconstructing a deal from memory.

  • The deck in the padel thread — read, replied to, never logged.
  • SPV and SAFE terms in a DM — reconstructed weeks later from memory.
  • The co-investor intro that exists nowhere but your phone.
haha the racket was not the problem 😂
📄 Helios — Series A deck (final).pdf · data room link inside
in for 1/10 and I'll bring €500k
we lead with €4M from the fund, SPV takes €1.5M on identical terms
connecting you with Lina today — she ran growth at Klarna, raising soon
Context at the moment it matters

Know who you're talking to — while you're still talking to them.

A live Details panel reads the conversation back to you: who this is, their CRM record, and — when there's no link yet — suggested matches with a confidence read. You file the deal-relevant line the second it happens. No tab-switch, no copy-paste, no “I'll log it later.”

Who they are
Avatar, name, phone, email, channel — resolved from the thread, no lookup.
Their record
The linked Attio or Affinity contact, with the match method shown — or suggested matches for a new number.
What's filed
A running “12 of 18 synced · 4 private”, so you always know what reached the CRM and what stayed between you.
DetailsAttio
Contact
Anna-Lena Berg
CRM record
Suggested match
Annalena Berg
Name match
Name match
90%
Sync
12 of 18 synced
4 private
Auto-sync on
The matching engine

It files on the right record, or it asks. It never guesses out loud.

A matching phone or email is an exact match — 100%, ready to link in one click. A fuzzy name is only ever suggested, scored, and shown to you — never silently filed on a stranger. The basis is always visible, so you see why it linked, not just that it did.

+46 70 123 45 67incoming thread
Phone
100%
Email
100%
Name
90%
Name (other)
61%
Rolf Andersson
Attioperson
Phone match100% match
one-click link · safe
Lands where you already work

Selective notes, on the right record, exactly once.

Share a message and it lands as a note on the matching contact or company — timestamped, attributed, in your CRM's own voice. Every message is written exactly once, deduped by a sync key, so a thread is always a single, current note instead of thirteen ragged duplicates. Sync twice, re-pair your phone, reconnect a device — still written once.

Destination
April closed at €1.4M ARR, 11% MoM. NRR 124%, sending the data room tonight.
[WhatsApp]Jun 8, 9:14pm
Rolf Andersson · Attio

April closed at €1.4M ARR, 11% MoM. NRR 124%, sending the data room tonight.

13 ragged duplicates1 clean noteSync twice → 0 new · already synced
Private by default

You draw the line. The server holds it.

Most tools ask you to trust a toggle. Bastoni makes the separation a fact of the system — every thread is born private, and the sync gate lives on the server. Even if a sync ran this instant, a private message would be refused before it left the machine.

Born private

Every thread starts closed. New ones too. Imported history arrives private and stays that way.

Share a thread, or one message

Push a whole conversation as the deal record, or surface a single line. The other twelve messages never move.

Refused, not hidden

The gate is server-enforced. Private content can't sync by accident, by cron, or by bulk action — the write is refused before a note is created.

Shared

private messagesync refused before any note is written.

On discretion

Some conversations were never meant for the record.

Your padel banter. The LP who vents. The founder who tells you something in confidence. The noise stays with you, and only the signal you choose ever leaves. That's not a privacy policy — it's how the product is wired.

The deck lived in a padel thread for six weeks. Now it's the deal record.
Co-investor intros finally have a home.
LP conversations stay LP conversations.
Private pilot — no invented testimonials
The obvious questions

What partners ask in the first five minutes.

Straight answers — the first three open by default, so a skim gets the reassurance instantly.

It connects your personal WhatsApp and shows your threads in one inbox — but everything stays private until you share it, enforced server-side.

Both, with the same selective sync and the same privacy gate against either.

No — sharing is per-thread or per-message, and every note is deduped to exactly one write per conversation.

Capture the signal. Leave the noise.

Open Bastoni, connect WhatsApp, link your Attio or Affinity, and decide — line by line — what your CRM gets to know. Everything starts private. You take it from there.

Private by default · server-enforced · Attio + Affinity · each message written exactly once.