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Pipeline

Run your raise like an organized project.

Capitaly turns your raise into an organized pipeline with stages, tasks, reminders, and clear next steps. Move every investor from first intro to committed, and never lose track of where the round stands.

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FoundersFunds & VCsAdvisors
Pipeline

Track your fundraising pipeline stages. See where every investor stands at a glance.

Matched
45
Contacted
32
Meeting
18
Diligence
7
Committed
3
The problem

Pipeline, done right

A raise has dozens of conversations moving at once, each at a different stage. Without a system, follow-ups get missed, hot investors go cold, and you cannot say where the round actually stands.

The old way
  • You meant to reply after a great first call, but it slipped and the investor moved on.
  • An advisor asks how the raise is going and you cannot give a clear answer.
With Capitaly
  • The investor sits in your pipeline with a reminder, and Capitaly nudges you in time.
  • You open the pipeline and show exactly who is where, at a glance.
01

Stages that fit your raise

Move each investor through a pipeline that mirrors how your round actually runs.

  • Contacted, in diligence, committed, and more
  • Customize stages to fit your process
  • Every card carries notes, files, and contacts
Investors

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

Total investors
+12.5%
1,234
PGVBVCGFSM
02

Never miss a next step

Tasks and reminders keep every investor conversation moving forward.

  • Follow-up and call reminders
  • Clear next step on every investor
  • AI drafts the next message for you
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
03

The whole round at a glance

One board shows where every investor stands so you always know the state of the raise.

  • See your pipeline by stage instantly
  • Spot where the round stalls and fix it
  • Share progress with your team and advisors
Pipeline

Track your fundraising pipeline stages. See where every investor stands at a glance.

Matched
45
Contacted
32
Meeting
18
Diligence
7
Committed
3

What you can do

Visual pipeline

Every investor on a board, from first intro through diligence to committed.

Tasks and reminders

Next steps and follow-ups tracked so nothing waits on memory.

Round overview

See where the whole raise stands and what needs attention right now.

0

investors lost to a forgotten follow-up

Your whole raise on one pipeline, run like an organized project, with nothing forgotten.

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Explore the platform

Central InboxDeal RoomDocument Intelligence & ManagementCRMIntegrationsInvestor 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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