Concepts
The core pieces of Capitaly and how they work together.
A few ideas make Capitaly work.
Company profile
You describe your company and round once. This is the context Juno uses everywhere, from matching investors to drafting outreach.
Juno
Juno is your AI fundraising partner. It can read and update your data, read your documents, recall what it knows about your raise, and take the actions you ask for. You control how far it goes through its autonomy setting under Settings.
Investors and CRM
A living investor CRM, ranked by fit for your stage and sector. Each investor moves through your pipeline: matched, contacted, meeting, and committed.
Pipeline and tasks
Your pipeline runs the round like a project, with tasks for follow ups, intros, and diligence, shown as a board and on your dashboard.
Deal room
A secure data room for your deck, model, and documents. Share with tracked access, and let AI answer questions grounded in your files.
Central inbox
Every investor conversation in one shared inbox, with Slack connected by default so your whole team stays aligned.
Memory
Juno remembers durable facts about your raise, your goals, preferences, and feedback, so it stays useful over time. You can review and forget them under Settings.