Join the waitlist
ProductWho they areNamed agents, one job eachWhat they doThe raise, end to endGetting startedThree steps, one afternoonUse casesFounders, funds and angelsYou stay in controlWhat waits for your yesQuestionsThe ones we get asked
SolutionsFoundersFundsFamily officesAll audiencesPre-seedSeedSeries ADealflowFeaturesUse casesCompareWhy Capitaly
ResourcesAboutPartnersContactBook a demoDocsGlossaryCalculatorsTemplatesResourcesSecurityPrivacy policyTerms of serviceCookie policy
MoreIntegrationsMCPBlogPricing
Join the waitlistSign in
Docs

Quickstart

Set up your raise and reach your first investors in minutes.

This guide takes you from sign-up to your first investor outreach in a few minutes.

1. Set up your raise

Open Onboarding and tell Capitaly about your company: sector, round stage, amount you are raising, and the kinds of investors you want. Otto uses this to build your investor shortlist.

2. Build your deal room

Go to Library and add your deck, model, and documents. Dara reads and indexes everything, so you can ask questions and get answers pulled straight from your files.

3. Find investors

Browse Contacts to see investors ranked by fit for your stage and sector. Add the ones you want to your pipeline.

4. Start a campaign

Group your outreach into a Campaign with a goal, then track sent, replies, and meetings as the round moves.

5. Ask Capitaly anything

Open the assistant from anywhere in your dashboard. Ask it to add a task, find investors, remember a detail, or draft outreach. It acts on your real data, and asks before anything it cannot undo.