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Capitaly vs Spreadsheets
Spreadsheets are where most raises start, and where most of them get messy. Capitaly gives you a purpose-built workspace for the whole round: a live investor CRM, a tracked data room, AI that drafts your outreach, and a pipeline that keeps every conversation moving.
Capitaly vs Spreadsheets, feature by feature
| Capability | Capitaly |  Spreadsheets |
|---|---|---|
| Live investor database ranked by fit | Yes | No |
| Tracked data room with access analytics | Yes | No |
| AI that drafts outreach and reads documents | Yes | No |
| Pipeline with stages, tasks, and reminders | Yes | Manual |
| Shared team inbox for every conversation | Yes | No |
| Stays current without manual upkeep | Yes | No |
| Free to start | Yes | Yes |
Comparison based on publicly available information and each product's stated focus. Spreadsheets is a trademark of its respective owner.
Why teams pick Capitaly over Spreadsheets
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 Spreadsheets if
- You are tracking a handful of investors and nothing more.
- You do not need outreach, a data room, or reminders.
- You prefer to maintain every row and formula by hand.
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 Spreadsheets: FAQ
Capitaly covers the full capital raising workflow, from finding investors to running outreach and managing a data room. Many teams move off Spreadsheets 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 Spreadsheets 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.