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.
The problem
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.
What it means
Run your fundraising like an organized project manager means every investor sits on a clear pipeline with a defined next step. Stages, tasks, and reminders keep each conversation moving, so you always know what to do next and the round never stalls because someone forgot to reply.
Outcome
0
investors lost to a forgotten follow-up
Your whole raise on one pipeline, run like an organized project, with nothing forgotten.
How it works
Add investors to stages
Drop each investor into a stage, from Contacted to In diligence to Committed.
Set tasks and reminders
Assign the next step for each investor so nothing waits on memory.
Move the round forward
Drag investors through stages as conversations progress.
See the whole raise
One board shows where every investor stands and what needs attention.
What you get
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
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
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
Before and after
The missed follow-up
Before
You meant to reply after a great first call, but it slipped and the investor moved on.
With Capitaly
The investor sits in your pipeline with a reminder, and Capitaly nudges you in time.
Where does the round stand?
Before
An advisor asks how the raise is going and you cannot give a clear answer.
With Capitaly
You open the pipeline and show exactly who is where, at a glance.
One board, the whole raise
Every investor becomes a card you move through stages. The pipeline is always an honest picture of where the round stands.
Nothing goes cold
Reminders and AI-drafted follow-ups keep each conversation moving, so a hot investor never slips because you forgot to reply.
Use cases
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.