Screen every opportunity against your mandate.
Family offices see direct deals, fund commitments, and co-investment offers from every direction. Capitaly collects them in one place, screens each one against the family's mandate, runs diligence in one room, and drafts the quarterly report for the principals.
Before and after
The problem
Direct deals, fund offers, and co-investments arrive across inboxes and introductions.
With Capitaly
One dealflow inbox collects every opportunity into a single list.
The problem
Every opportunity gets read in full before anyone checks the mandate.
With Capitaly
Each one is screened against the family's mandate, with a first memo ready.
The problem
Diligence stalls while someone chases a missing document.
With Capitaly
The diligence checklist runs in one room and chases what is missing.
The problem
The quarterly report means collecting manager updates by hand.
With Capitaly
Manager updates are collected and the report for the principals is drafted for you.
How Capitaly helps
One list for every opportunity
Direct deals, fund commitments, and co-investment offers collected in one dealflow inbox.
- Every opportunity in one place
- Source and introducer kept on each record
- Replies drafted for your review
Screened against the mandate
AI checks each opportunity against the family's mandate and writes the first memo.
- Mandate fit checked on every deal
- First memo ready before the call
- Answers grounded in the documents
Reporting to the principals
Manager updates collected and the quarterly report drafted from them.
- Manager updates chased and collected
- Quarterly report drafted for review
- Diligence tracked in one room
Your AI team
Mira
Dealflow inbox
Collects direct deals, fund offers and co-investments into one list.
Iris
Screening
Checks each opportunity against the family's mandate and writes the first memo.
Dara
Diligence
Runs the diligence checklist and chases missing documents.
Nova
Principal reporting
Collects manager updates and drafts the quarterly report for the principals.
Why Capitaly
Built around the mandate
Every opportunity is judged against what the family actually invests in, so time goes to the deals that fit.
Diligence in one room
Documents, questions, and the checklist sit together, so nothing waits on a missing file.
Reporting without the scramble
Manager updates flow into a drafted quarterly report, ready for the principals to read.
Your data stays private
Every record is scoped to your office. You control who sees what, and you can revoke access at any time.
Outcome
Every opportunity screened against the mandate, and the principals reported to on time.