For angels and syndicates

Run your deals and your backers in one place.

Individual investors and angel groups juggle dealflow, due diligence, and a list of backers to keep in the loop. Capitaly keeps every deal, document, and conversation organized so you move fast without losing track.

For angels and syndicates

Before and after

The problem

Diligence means reading 80 pages on a Sunday.

With Capitaly

AI reads the deck and model and answers your questions with the source.

The problem

Your backers only hear from you when you need a check.

With Capitaly

AI drafts clean updates so backers stay warm between deals.

The problem

Deals and backers live across notes apps and threads.

With Capitaly

One pipeline for every deal and backer conversation.

The problem

You forward a deck and lose control of it.

With Capitaly

Share with tracked, revocable access and see who viewed what.

For angels and syndicates

How Capitaly helps

Understand every document

AI reads each deck and model so you find any answer in seconds during diligence.

  • AI reads decks and models in seconds
  • Ask a question, get a sourced answer
  • No more Sunday diligence marathons

One inbox for backers

Keep every backer conversation in one shared place, with AI-drafted updates.

  • Keep every backer in one place
  • AI drafted updates between deals
  • Share securely with tracked access

A pipeline for your deals

Move each opportunity through stages with reminders so nothing goes cold.

  • Move deals through clear stages
  • Reminders so nothing goes cold
  • Deals and backers in one workspace
Angels

Your AI team

Mira

Deal inbox

Collects deals from email and LinkedIn into one list.

Iris

Analyst

Summarises each deck and flags what to ask.

Pia

Syndicate

Tracks commitments and allocations across members.

For angels and syndicates

Why Capitaly

Diligence in minutes, not evenings

AI reads every deck, model, and data room and answers your questions with the source, so you can make a call without reading 80 pages.

Keep backers warm automatically

AI drafts clean, consistent updates from your activity, so your syndicate stays in the loop between deals without manual effort.

Deals and backers, one organized place

No more notes apps and threads. Every deal, document, and backer conversation lives in one pipeline you actually keep current.

Share securely, revoke instantly

Send materials with tracked access and pull it back any time. You stay in control of what each backer and founder can see.

Built for small, fast teams

No enterprise bloat. Capitaly is light enough for a solo angel and powerful enough for a growing syndicate.

I can run diligence in an afternoon now, and my syndicate actually hears from me between deals. It made angel investing feel organized.
Lisa BennettLisa BennettAngel investor

Outcome

Faster diligence and backers kept in the loop, all from one organized workspace.

workspace for deals and backers
1
to answer a diligence question
Seconds
place for deals and backers
1
drafted backer updates
AI