From scattered chaos to one calm pipeline
- Each client raise is its own spreadsheet and inbox.
- You rebuild an investor list from scratch every engagement.
- Clients ask for a status and you scramble to assemble one.
- Doing outreach for five clients eats your whole week.
- A clean, separate workspace per client, all in one account.
- Bring your network to every client and reuse relationships.
- A shared pipeline shows each client live progress any time.
- AI drafts outreach and updates across every client.
A workspace per client
Run each client raise with its own CRM, data room, and pipeline.
- Separate, private workspace for each client
- CRM, data room, and pipeline per engagement
- No data crossing between clients
Let AI do the heavy lifting
AI drafts outreach and updates and reads documents across every client.
- AI drafts outreach and updates per client
- Reads documents across every engagement
- Hours back for strategy and relationships
Show progress clearly
A shared inbox and pipeline keep you and each client on the same page.
- A live pipeline clients can follow
- Shared inbox keeps everyone aligned
- Your value visible at every step
Why advisors trust Capitaly
Run more clients without more chaos
A clean, separate workspace per client means you can take on more engagements without losing track of any single raise.
Your investor relationships compound
Bring your network to every engagement instead of rebuilding a target list each time, so each client benefits from your relationships.
Show clients real progress
A shared pipeline and inbox give clients a clear, live view of their round, so your value is visible at every step.
AI scales your time across clients
AI drafts outreach and updates and reads documents for every client, so you spend your hours on strategy and warm relationships.
Client data stays separated and secure
Each client workspace is scoped and private, so sensitive materials never cross between engagements.
Every client raise run from one organized workspace, with clear progress for all.
Join the waitlistCapitaly is for everyone raising capital
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.