Projects and productivity

Capitaly + Asana

Track diligence requests and raise tasks

Projects and productivity

What Capitaly does with Asana

Capitaly puts the work the raise creates into Asana.

Investor asks become tasks in Asana for the right person.

Next steps from investor meetings added with a due date.

Pipeline progress reflected in Asana, so the team sees where the round stands.

Asana

Link your Asana account to Capitaly in a few clicks.

Give the instruction in plain words, like you would to anyone on the team.

Nothing goes out through Asana without your sign off, and every action is logged.

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