Projects and productivity

Capitaly + ClickUp

Assign follow ups from investor meetings

Projects and productivity

What Capitaly does with ClickUp

Capitaly puts the work the raise creates into ClickUp.

Investor asks become tasks in ClickUp for the right person.

Next steps from investor meetings added with a due date.

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

ClickUp

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

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