A secure data room investors trust.
Capitaly gives you a secure data room with tracked access and live view analytics. Share your deck, model, and documents with the right investors, control who sees what, and watch exactly how each one engages.
The problem
Sending documents over email or a public link means losing control the moment you hit send. You cannot tell who opened what, you cannot revoke access, and sensitive files end up forwarded to people you never met.
What it means
Raise with confidence means knowing your materials are secure and seeing how investors engage with them. A tracked data room shows you who opened the deck, which sections they read, and how long they spent, so you know exactly where each investor stands before your next call.
Outcome
100%
visibility into how investors engage
A secure data room investors trust, with live signal on exactly where each one stands.
How it works
Build your data room
Add your deck, model, cap table, and documents into one organized room.
Invite the right investors
Share secure access per investor and set what each one can see.
Track every view
See who opened what, which pages they read, and how long they stayed.
Act on the signal
Walk into each call knowing exactly where that investor is in their thinking.
What you get
A room investors trust
A clean, secure data room that signals you run a serious, organized process.
- Tracked, revocable access per investor
- Granular control over what each one sees
- Watermarks and permissions on sensitive files
See how they engage
Live analytics show exactly how each investor moves through your materials.
- Who opened which document and when
- Time spent on each page and section
- Engagement ranked so you know your warmest leads
Always up to date
Update a document once and every investor sees the latest version instantly.
- One source of truth for every file
- No more stale decks floating in inboxes
- Version history kept for your records
Before and after
The link that traveled
Before
You email your deck and it gets forwarded around with no way to pull it back.
With Capitaly
Each investor gets tracked, revocable access, so your materials stay where you intended.
The silent investor
Before
An investor goes quiet and you have no idea whether they ever opened your model.
With Capitaly
You see they spent eleven minutes on the financials, so you follow up at the right moment.
Control, end to end
You decide who sees what, and you can revoke access the moment a conversation ends. Your materials never leave your control.
Engagement you can act on
Live view analytics turn a quiet pipeline into clear signal, so you always know which investor to call next.
Use cases
Secure document sharing
Share your deck, model, and files with tracked, revocable access per investor.
Live view analytics
See who opened what, which sections they read, and how long they spent.
Access control
Decide exactly what each investor can see, and revoke access at any time.