Tips and best practices
Habits that get the most out of Capitaly, from keeping your raise current and reviewing drafts to running campaigns and controlling your data.
A few habits that make Capitaly work harder for you.
Keep your raise current
The better your company profile and history, the better your investor matches and outreach. Update them whenever your round or strategy shifts.
Let the agents draft, but review
Ask Otto to draft outreach and follow ups, and Nova to draft investor updates. Review and adjust the tone before you send.
Use campaigns to stay focused
Group each part of your raise into a campaign with a clear goal, then watch it move from first contact to committed.
Tell Capitaly to remember
If something matters, a target investor, a hard no, a valuation floor, tell Capitaly to remember it. It will recall it in future chats.
Your data is yours
Your company profile, documents, investors, and history live in your dashboard. You can edit or delete them anytime.