Notion is a flexible workspace many teams bend into a fundraising tracker. Capitaly is purpose-built for the raise: a live investor database, a tracked data room, AI outreach, and a pipeline that works out of the box instead of one you have to design.
| Capability | ||
|---|---|---|
| Purpose-built fundraising pipeline | Manual | |
| Live investor database ranked by fit | ||
| Tracked data room with access analytics | ||
| AI that drafts outreach and reads documents | General | |
| Shared inbox for investor conversations | ||
| Works without building it yourself | ||
| Free to start |
Comparison based on publicly available information and each product’s stated focus. Notion is a trademark of its respective owner.
Sourcing, outreach, a data room, and a pipeline in one place, not stitched together across tools.
Capitaly drafts your outreach, reads your decks and models, and keeps every conversation moving.
A shared inbox, stages, tasks, and reminders so every investor and follow-up stays on track.
Capitaly covers the full capital raising workflow, from finding investors to running outreach and managing a data room. Many teams move off Notion 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 Notion 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.
Find investors, build your data room, and manage the whole round with AI. Set up your workspace in minutes.