Secure documents with per investor view analytics.
Document Intelligence & Management, done right
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.
- You have five copies of the model and cannot tell which one you sent the investor.
- An investor asks about a metric buried somewhere in your materials and you go digging.
- Capitaly keeps versions in order, so you always know which file is the current one.
- You ask Capitaly and it answers from your documents in seconds, with the source.
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
Sequoia Capital
AI Advisor
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
Get instant insights into your business performance.
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
Secure documents with per investor view analytics.
What you can do
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.
Seconds
to find any answer in your documents
Every fundraising document stored, organized, and understood, so you find any answer in seconds.
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