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Capitaly vs Carta
Carta manages your cap table, equity, and valuations. Capitaly handles the other half of fundraising: finding the right investors, running outreach with AI, sharing a tracked data room, and keeping every conversation in one pipeline. Most teams use both.
Capitaly vs Carta, feature by feature
| Capability | Capitaly |  Carta |
|---|---|---|
| Run the raise: sourcing, outreach, pipeline | Yes | No |
| Live investor database ranked by fit | Yes | No |
| Tracked data room with access analytics | Yes | Varies |
| AI that drafts outreach and reads documents | Yes | No |
| Cap table and equity management | No | Yes |
| 409A valuations and compliance | No | Yes |
| Free to start | Yes | No |
Comparison based on publicly available information and each product's stated focus. Carta is a trademark of its respective owner.
Why teams pick Capitaly over Carta
Built for the whole raise
Sourcing, outreach, a data room, and a pipeline in one place, not stitched together across tools.
AI does the heavy lifting
Capitaly drafts your outreach, reads your decks and models, and keeps every conversation moving.
Nothing slips through
A shared inbox, stages, tasks, and reminders so every investor and follow-up stays on track.
When to choose each
Choose Carta if
- Your core need is cap table, equity, and 409A compliance.
- You already run your raise in another tool.
- You want a system of record for ownership, not outreach.
Choose Capitaly if
- You want to find the right investors and run outreach in one place.
- You want a tracked data room and a shared inbox for every conversation.
- You want AI to draft outreach and read your documents.
- You want a pipeline with reminders so nothing goes cold.
Capitaly vs Carta: FAQ
Capitaly covers the full capital raising workflow, from finding investors to running outreach and managing a data room. Many teams move off Carta for the raise, while some keep it for what it does best and add Capitaly alongside.
Find the right investors, draft outreach with AI, share a tracked data room, and manage every conversation in one pipeline with reminders.
Yes. Capitaly fits into how you already work, so you can keep Carta for its strengths and run your raise on Capitaly.
Yes. You can set up your workspace and start running your raise for free in minutes.