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