Raise capital and keep allocators close.
Hedge fund capital raising runs on allocator relationships, due diligence questionnaires, and a steady rhythm of letters and reports. Capitaly runs allocator outreach, answers DDQs from your approved documents, and drafts every letter, with each communication waiting for your approval.
Before and after
The problem
Allocator conversations live in personal inboxes and a spreadsheet.
With Capitaly
One pipeline and inbox for every allocator conversation.
The problem
Every DDQ means rewriting answers you have given a dozen times.
With Capitaly
DDQs answered from your approved documents, ready for review.
The problem
The monthly letter eats days at the end of every month.
With Capitaly
The letter is drafted from the fund's numbers for you to edit.
The problem
Nobody can see which allocators are due a follow up.
With Capitaly
Every allocator has a next step, and the quiet ones are surfaced.
How Capitaly helps
Allocator outreach
Allocators matched to the strategy, with every conversation tracked in one pipeline.
- Allocators matched to your strategy
- Every reply read and drafted for approval
- Meetings and next steps tracked
DDQs from approved documents
Due diligence questionnaires answered from the documents you have already approved.
- Answers drawn from approved documents
- Sources shown on every answer
- Data room access tracked per allocator
Letters and reports
Monthly letters and investor reports drafted from the fund's numbers.
- Monthly letter drafted on schedule
- Investor reports from the fund's numbers
- Nothing sends without approval
Your AI team
Otto
Allocator outreach
Matches allocators to the strategy and starts the conversation.
Mira
Investor inbox
Reads every allocator reply and drafts the answer for approval.
Dara
DDQ and data room
Answers due diligence questionnaires from approved documents.
Nova
Investor letters
Drafts the monthly letter and investor reports from the fund's numbers.
Why Capitaly
Approval on every communication
Drafts wait for your sign off, so nothing reaches an allocator until you have approved it.
DDQs without the rewrite
Answers come from your approved documents, so each questionnaire starts from what you have already said.
One view of every allocator
Outreach, meetings, and follow ups sit in one pipeline your whole team can see.
A letter every month
Letters and reports drafted from the numbers keep allocators informed without losing days to writing.
Outcome
Allocators reached, DDQs answered, and letters sent on time, with every word approved by you.