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.
The problem
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 Keeping them in sync by hand means constant copying and pasting, and the moment you stop, your records drift out of date.
What it means
One central place for your team to communicate means your existing tools feed it automatically. Connect Gmail, calendar, and drive, and investor emails, scheduled calls, and shared documents land in Capitaly on their own. Everything stays in sync, so you let AI do the heavy lifting instead of the busywork.
Outcome
Auto
sync across the tools you already use
Connect Gmail, calendar, and your team tools, and everything stays in sync automatically.
How it works
Connect your tools
Link Gmail, calendar, drive, and more in a few clicks.
Everything syncs in
Emails, meetings, and documents flow into Capitaly automatically.
Work where it makes sense
Stay in Capitaly or your existing tools, the data is the same either way.
Stay in sync
Updates flow both ways, so your records are never out of date.
What you get
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
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
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
Communication
Slack
Microsoft Teams
Discord
LinkedIn
X
Email and calendar
Gmail- Google Calendar
Outlook- Microsoft 365
Documents and storage
- Google Drive
Google Sheets
Word- Notion
- Dropbox
- Airtable
AI models
Claude- OpenAI
Gemini
Perplexity
Grok
Automation and developers
- Zapier
- Make
- n8n
GitHub
WordPress
Before and after
The copy-paste tax
Before
You log every investor email into a spreadsheet by hand, and it is always behind.
With Capitaly
Emails sync into Capitaly automatically, so your records are current without the busywork.
The double-booked call
Before
Your calendar and your tracker disagree about when the investor call is.
With Capitaly
Calendar syncs both ways, so meetings and records always match.
Fits the way you work
Connect the tools your team already relies on, and Capitaly slots into your process instead of replacing it.
Sync, not busywork
Emails, calls, and documents land in Capitaly on their own, so you spend time on the raise, not on data entry.
Use cases
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.