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Automation and data
Capitaly + Airtable
Keep an investor database in a base
Automation and data
What Capitaly does with Airtable
Keep an investor database in a base
Capitaly keeps the data in Airtable in step with the raise.
Trackers kept in sync
Investor stages and notes written back to Airtable as the raise moves.
Metrics read
Figures in Airtable used for updates, models and diligence answers.
Events as they happen
Replies, meetings and deal room views sent on to Airtable.
Airtable
How it works
01
Connect Airtable
Link your Airtable account to Capitaly in a few clicks.
02
Tell Capitaly what to do
Give the instruction in plain words, like you would to anyone on the team.
03
Approve and track
Nothing goes out through Airtable without your sign off, and every action is logged.
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