Capitaly was born out of our own fundraising scars. We have raised rounds, sat on both sides of the table, and felt how scattered the process is across spreadsheets, inboxes, and data rooms. So we set out to build one place where founders and funds run the whole raise, with AI agents doing the heavy lifting.
"Raising capital should feel like running a great company, not fighting your tools."
When we started raising, the work lived everywhere. Investor contacts in one spreadsheet, conversations in three inboxes, the deck and diligence files in a folder nobody could find. The actual raise, who to talk to, what to send, what to do next, was buried under busywork.
Capitaly brings it all together. Your investor CRM, your outreach, your pipeline, and a deal room investors trust, in one platform. AI agents read your documents, rank investors by fit, draft your follow ups, and keep the round moving, so you spend your time on the conversations that close.
We built it AI native from day one, and exposed the whole platform over MCP, so you can run your raise from Claude, Cursor, or any tool you already use. Our job stays the same: make capital raising faster, calmer, and far more likely to succeed.
We opened the Capitaly waitlist and introduced the platform vision: one workspace for your CRM, pipeline, deal room, documents, and always on AI agents.
Our agents started working in the background: ranking investors by fit, reading new documents into the deal room, drafting follow ups, and surfacing the next best action for every round.
Launched a secure data room investors trust, with AI that reads every deck, memo, and diligence file so you can ask questions and get answers grounded in your own documents.
Shipped a living investor CRM ranked by fit and a pipeline that runs your raise like an organized project, with a central inbox for every investor conversation.
The Capitaly newsletter grew into a go-to industry read on Substack, followed by thousands of founders, operators, and investors across venture and fundraising.
By 2024, Capitaly had grown to 700 funds and over 500 founders seeking investors, all running their raise on one platform.
After raising our own rounds and feeling how scattered the process was, we set out to build the AI native platform for capital raising for founders and funds.
“The rounds that close are the ones run with clarity, speed, and a little help from AI.”
Find investors, build your data room, and manage the whole round with AI. Set up your workspace in minutes.