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Investor CRM and relationships
Capitaly + Attio
Keep investor records and pipeline stages current
Investor CRM and relationships
What Capitaly does with Attio
Keep investor records and pipeline stages current
Capitaly reads and updates Attio as the raise moves, so the record stays current.
Stages kept current
When an investor replies, meets or passes, their stage in Attio moves with it.
Every touch logged
Emails, calls and meeting notes land on the investor record in Attio.
Next steps set
Each conversation ends with a follow up on the record, so nothing waits on memory.
Attio
How it works
01
Connect Attio
Link your Attio 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 Attio without your sign off, and every action is logged.
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