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CapitalyCapitaly
Integrations

Connect the tools your team already uses.

Capitaly connects to Gmail, your calendar, and the tools your team already works in, so everything stays in sync. Emails, meetings, and documents flow into Capitaly automatically, with no copying and pasting.

Join the waitlistAll features
Built for
FoundersFunds & VCsAngels & syndicatesAcceleratorsAdvisorsVenture studios
Outreach

Run outreach campaigns to the right investor segment.

Welcome Email
Sent upon customer registration
Appointment Reminder
24 hours before appointment
Follow-up Email
2 days after initial contact
Feedback Request
48 hours after service completion
Exclusive Offer Email
Sent 7 days after inactivity
Personalized Check-in
30 days after last interaction
Special Event Invitation
14 days before the event
Reactivation Campaign
90 days after inactivity
The problem

Integrations, done right

A raise touches your email, calendar, drive, and a handful of other tools. Keeping them in sync by hand means constant copying and pasting, and the moment you stop, your records drift out of date.

The old way
  • You log every investor email into a spreadsheet by hand, and it is always behind.
  • Your calendar and your tracker disagree about when the investor call is.
With Capitaly
  • Emails sync into Capitaly automatically, so your records are current without the busywork.
  • Calendar syncs both ways, so meetings and records always match.
01

Your stack, connected

Link the tools your team already uses so Capitaly fits the way you work.

  • Gmail, Outlook, and calendar
  • Google Drive and document tools
  • Slack connected by default

Sequoia Capital

Domainsequoiacap.com
PartnerRoelof Botha
Founded1972
AUM~$85B
LocationMenlo Park, USA
Focus
SeedSeries A
StageSeed to Growth

AI Advisor

Sequoia Capital has been contacted 4 times in the past year. Suggested next contact is in 3 days.
02

Everything in sync

Emails, meetings, and documents flow in automatically, with updates both ways.

  • No copying and pasting between tools
  • Records that stay current on their own
  • Two-way sync keeps everything matched
Investors

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

Total investors
+12.5%
1,234
PGVBVCGFSM
03

Build on top

Zapier, webhooks, and the API let you wire Capitaly into the rest of your stack.

  • Zapier for no-code automations
  • Webhooks for real-time events
  • A full API for custom workflows
Outreach

Run outreach campaigns to the right investor segment.

Welcome Email
Sent upon customer registration
Appointment Reminder
24 hours before appointment
Follow-up Email
2 days after initial contact
Feedback Request
48 hours after service completion
Exclusive Offer Email
Sent 7 days after inactivity
Personalized Check-in
30 days after last interaction
Special Event Invitation
14 days before the event
Reactivation Campaign
90 days after inactivity
Integration directory

Connect the tools your team already uses

A growing directory of integrations across communication, email, documents, AI, and automation. New integrations added every month.

Communication

SlackSlackConnected by default
Microsoft TeamsMicrosoft Teams
DiscordDiscord
LinkedInLinkedIn
XX

Email & calendar

GmailGmail
Google CalendarGoogle Calendar
OutlookOutlook
Microsoft 365Microsoft 365

Documents & storage

Google DriveGoogle Drive
Google SheetsGoogle Sheets
WordWord
NotionNotion
DropboxDropbox
AirtableAirtable

AI models

ClaudeClaude
OpenAIOpenAI
GeminiGemini
PerplexityPerplexity
GrokGrok

Automation & developers

ZapierZapier
MakeMake
n8nn8n
GitHubGitHub
WordPressWordPress

What you can do

Email and calendar sync

Gmail, Outlook, and your calendar feed Capitaly automatically.

Document sync

Pull documents from Drive and keep them in step with your data room.

Automation and API

Connect Zapier, webhooks, and the API to wire Capitaly into your stack.

Auto

sync across the tools you already use

Connect Gmail, calendar, and your team tools, and everything stays in sync automatically.

Join the waitlist

Explore the platform

Central InboxDeal RoomDocument Intelligence & ManagementCRMPipelineInvestor Updates

Run your next raise on Capitaly.

Find investors, build your data room, and manage the whole round with AI. Set up your workspace in minutes.

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