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CRM

A living investor CRM, ranked by fit.

Capitaly gives you a living investor CRM with thousands of investors, enriched and ranked by how well they fit your stage and sector. Build your target list, track every interaction, and always know who to reach next.

Investors

Every investor and contact, ranked by fit, in one place.

Total investors
+12.5%
1,234
PGVBVCGFSM
The problem

CRM, done right

Most founders run their raise off a spreadsheet that goes stale the day they make it. Investor details are wrong, fit is a guess, and there is no record of who said what or when you last spoke.

The old way
  • Your investor list was right the day you built it and wrong a week later.
  • You email a hundred investors and most were never going to fund your stage.
With Capitaly
  • Capitaly keeps investor details enriched and current, so your list never rots.
  • Investors come ranked by stage and sector fit, so you spend time on the right ones.
01

Thousands of investors

A rich database of investors, enriched with the details you need to target well.

  • Stage, sector, and check size on every record
  • Details kept current automatically
  • Build your target list in minutes
Pipeline

Track your fundraising pipeline stages. See where every investor stands at a glance.

Matched
45
Contacted
32
Meeting
18
Diligence
7
Committed
3
02

Ranked by fit

Every investor is scored against your round so you focus on the ones worth your time.

  • Fit score for your stage and sector
  • Warm and likely investors surfaced first
  • Filter out the ones who never fund your stage
Analytics

Get instant insights into your business performance.

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A living record

Every interaction logs itself, so your CRM is always an honest picture of the raise.

  • Emails and calls logged automatically
  • Notes and next steps on every investor
  • Always know who to reach out to next
Investors

Every investor and contact, ranked by fit, in one place.

Total investors
+12.5%
1,234
PGVBVCGFSM

What you can do

Enriched investor database

Thousands of investors with stage, sector, and check size kept up to date.

Fit ranking

Every investor scored against your round so you target the right ones first.

Interaction history

Every email, call, and note logged automatically against each investor.

1000s

of investors enriched and ranked for you

A living CRM of thousands of investors, ranked by fit, with every interaction tracked.

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