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Tips and best practices

Get the most out of Capitaly and Juno.

A few habits that make Capitaly work harder for you.

Keep your raise current

The better your company profile and history, the better Juno's investor matches and outreach. Update them whenever your round or strategy shifts.

Let Juno draft, but review

Ask Juno to draft outreach, follow ups, and 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 Juno to remember

If something matters, a target investor, a hard no, a valuation floor, tell Juno 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.