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