Run every client raise from one place.
Fundraising advisors, fractional CFOs, and consultants run raises for several companies at once. Capitaly gives you a workspace per client, with shared inboxes, data rooms, and pipelines, so you can move fast across every engagement.
Before and after
The problem
Each client raise is its own spreadsheet and inbox.
With Capitaly
A clean, separate workspace per client, all in one account.
The problem
You rebuild an investor list from scratch every engagement.
With Capitaly
Bring your network to every client and reuse relationships.
The problem
Clients ask for a status and you scramble to assemble one.
With Capitaly
A shared pipeline shows each client live progress any time.
The problem
Doing outreach for five clients eats your whole week.
With Capitaly
AI drafts outreach and updates across every client.
How Capitaly helps
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
Your AI team
Otto
Intros
Finds the right investors across the network for each client.
Pia
Pipeline
Keeps every mandate's pipeline current and chases replies.
Nova
Client reports
Writes the weekly progress report for each client.
Why 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.
“I took on more clients without the chaos. Each raise has its own workspace, and clients can see progress in real time.”
Daniel ParkFundraising advisorOutcome
Every client raise run from one organized workspace, with clear progress for all.
- workspace for every client raise
- 1
- private workspaces
- Per-client
- network, reused every time
- Your
- across every engagement
- AI