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 every agent uses, from matching investors to drafting outreach.
AI agents
Capitaly works through named agents, each with one job: Mira for the investor inbox, Otto for outreach, Pia for the pipeline, Dara for the deal room, Nova for investor updates and Iris for analysis. They can read and update your data, read your documents, recall what they know about your raise, and take the actions you ask for. You decide how far they go under Settings, and anything about terms, valuation or allocation waits for you.
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
Capitaly 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.