+
File storage and knowledge
Capitaly + Dropbox
Share diligence files with investors
File storage and knowledge
What Capitaly does with Dropbox
Share diligence files with investors
Capitaly reads the files in Dropbox so the raise runs on your own material.
Files indexed
Documents in Dropbox 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.
Dropbox
How it works
01
Connect Dropbox
Link your Dropbox 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 Dropbox 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
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 filesNotionFile storage and knowledgeKeep raise plans, FAQs and investor notes