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Updates

Send investor updates on autopilot.

Capitaly drafts your investor updates from your real activity: progress, metrics, asks, and wins. Review, edit, and send to the right investors in minutes, and keep everyone who backed you, or might, warm between rounds.

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

Investor Updates, done right

Investor updates are the first thing to slip when you are heads-down building. Months go by, investors go cold, and the next raise starts from scratch instead of from a warm, informed room.

The old way
  • You meant to send an update three months ago and never found the time.
  • You open the next round cold, re-explaining the story to everyone.
With Capitaly
  • Capitaly drafts it from your activity, so a monthly update takes minutes.
  • Investors have followed your progress, so the next raise starts warm.
01

Drafted from real data

Updates are built from your activity and metrics, not a blank page.

  • Pulls progress, metrics, and milestones
  • Suggests the ask and the highlights
  • You always review before anything sends
Magic Inbox

Centralize every investor conversation in one shared inbox.

02

Sent to the right people

Share each update with exactly the investors who should see it.

  • Current investors, pipeline, or custom lists
  • Personalized greetings at scale
  • No spreadsheet of email addresses
Analytics

Get instant insights into your business performance.

03

Engagement you can act on

See who is reading so your follow-ups go to the warmest investors.

  • Open and read tracking per investor
  • Spot the most engaged backers
  • Follow up at the right moment
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

What you can do

Monthly investor updates

A consistent, well-structured update drafted from your real numbers.

Pre-raise warm-up

Keep your target investors informed before you formally open a round.

Post-close reporting

Keep the investors who backed you in the loop after the round closes.

Minutes

to a polished investor update

Consistent investor updates drafted for you, so investors stay warm and the next raise starts ahead.

Join the waitlist

Run your next raise on Capitaly.

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