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Box
File storage and knowledge

Capitaly + Box

Manage secure data room folders

File storage and knowledge

What Capitaly does with Box

Manage secure data room folders

Capitaly reads the files in Box so the raise runs on your own material.

Files indexed

Documents in Box read and indexed, so questions come back with a source.

Deal room kept current

Update a file once and every investor sees the latest version.

The right version

Versions stay in order, so the file you share is the current one.

Box

How it works

01

Connect Box

Link your Box 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 Box without your sign off, and every action is logged.

More integrations

File storage and knowledge