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.

The problem

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.

What it means

Run your fundraising like an organized project manager means a CRM that stays alive. Thousands of investors come enriched with stage, sector, and check size, ranked by fit for your round. Every email, call, and note is logged automatically, so your list is always current and you always know the next move.

Outcome

1000s

of investors enriched and ranked for you

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

CRM

How it works

01

Start with a ranked list

Thousands of investors enriched and scored by fit for your stage and sector.

02

Build your targets

Add the investors you want to reach and Capitaly keeps their details current.

03

Track every touch

Emails, calls, and notes log automatically against each investor.

04

Know who is next

See who to follow up with and when, so momentum never stalls.

CRM

What you get

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

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

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
CRM

Before and after

The stale spreadsheet

Before

Your investor list was right the day you built it and wrong a week later.

With Capitaly

Capitaly keeps investor details enriched and current, so your list never rots.

Who fits this round?

Before

You email a hundred investors and most were never going to fund your stage.

With Capitaly

Investors come ranked by stage and sector fit, so you spend time on the right ones.

A list that stays alive

Instead of a spreadsheet that rots, your CRM enriches itself and logs every touch, so it is always current.

Target the right investors

Fit ranking puts the investors most likely to fund your round at the top, so your outreach lands.

CRM

Use cases

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.