Docs
Introduction
What Capitaly is and how it helps you run your raise.
Capitaly is your AI employee for raising capital, the AI Head of Fundraising. You set up your raise once, then a team of AI agents does the heavy lifting: finding the right investors, drafting outreach, reading your documents, and keeping the whole round organized.
Meet the team
- Mira reads every investor reply, sorts it by intent and drafts the answer.
- Otto matches investors to your round, finds warm intro paths and writes the first email.
- Pia moves investors through your pipeline, books meetings and follows up.
- Dara runs your deal room and answers diligence questions from your documents.
- Nova writes your monthly investor update from your real numbers.
- Iris answers valuation, dilution, runway and market questions with sources.
What you can do
- Set up your raise once: company, sector, round stage, amount, and the investors you want.
- Find the right investors with a living CRM ranked by fit for your stage and sector.
- Run outreach with AI drafted emails, follow ups, and warm intro paths.
- Build a secure deal room and let AI read and answer questions from your documents.
- Run the round like a project with a pipeline, tasks, and reminders.
- Keep your team aligned with a centralized inbox, Slack connected by default.
How it fits together
Your company profile and history give every agent the same context. The agents use it to match investors, draft outreach, and take the actions you ask for, and anything that matters waits for your approval. Everything lives in one place, your dashboard.
Ready? Start with the Quickstart.