Store, organize, and let AI read and understand every file.
Capitaly connects to your inboxes, Google Drive, and SharePoint, pulls in every fundraising document, and builds a retrieval index (RAG) over them. Ask a question and get the answer pulled straight from your deck, model, or notes, with its source.
The problem
Fundraising documents pile up fast across inboxes, drives, and folders: decks, models, memos, notes, and a dozen versions of each. Finding the right file, let alone the right number inside it, turns into a scavenger hunt every time an investor asks.
What it means
Document intelligence means your files are not just stored, they are read and understood. Capitaly ingests documents from your connected sources and builds a retrieval (RAG) index, so you can ask a plain question and get the exact answer with its source. Let AI do the heavy lifting of finding, summarizing, and explaining what is in your own materials.
Outcome
Seconds
to find any answer in your documents
Every fundraising document stored, organized, and understood, so you find any answer in seconds.
How it works
Connect your sources
Link your inboxes, Google Drive, and SharePoint, or upload files directly.
AI ingests and indexes
Capitaly pulls in your documents and builds a retrieval (RAG) index over them.
Ask your documents
Ask a question in plain language and get the answer retrieved from the right file, with its source.
Stay organized
Versions, tags, and structure keep every file findable as the round moves.
What you get
Connect every source
Pull documents from the tools you already use, no manual uploads required.
- Inboxes, Google Drive, and SharePoint
- Direct upload for anything else
- Tags and folders that stay organized
RAG over your documents
Capitaly builds a retrieval index so AI answers are grounded in your own files.
- Ask a question, get a sourced answer
- Summaries of long documents on demand
- Find the exact number without digging
Versions under control
Keep every version straight so you always share the right file with investors.
- Clear current version for every document
- Full version history kept for reference
- No more stale copies floating around
Before and after
Which version was that?
Before
You have five copies of the model and cannot tell which one you sent the investor.
With Capitaly
Capitaly keeps versions in order, so you always know which file is the current one.
The number on slide 12
Before
An investor asks about a metric buried somewhere in your materials and you go digging.
With Capitaly
You ask Capitaly and it answers from your documents in seconds, with the source.
Files that work for you
Documents are read and understood, so your own materials become something you can query instead of search through by hand.
Organized for the long haul
Versions, tags, and structure keep every file findable from the first call to the closed round.
Use cases
Central document store
Every deck, model, memo, and note organized in one searchable place.
AI document understanding
Files are read and indexed so you can ask questions and get sourced answers.
Versions and structure
Track versions, tag files, and keep everything findable through the whole round.