+
File storage and knowledge
Capitaly + Coda
Track raise tasks and investor answers in docs
File storage and knowledge
What Capitaly does with Coda
Track raise tasks and investor answers in docs
Capitaly reads the files in Coda so the raise runs on your own material.
Files indexed
Documents in Coda 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.
Coda
How it works
01
Connect Coda
Link your Coda 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 Coda without your sign off, and every action is logged.
More integrations
File storage and knowledge
Google DriveFile storage and knowledgeOrganise the data room and share folders
DropboxFile storage and knowledgeShare diligence files with investors
BoxFile storage and knowledgeManage secure data room folders
OneDriveFile storage and knowledgeStore and share round documents
SharePointFile storage and knowledgeKeep fund documents in shared sites
EgnyteFile storage and knowledgeControl access to diligence files