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