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File storage and knowledge
Capitaly + Egnyte
Control access to diligence files
File storage and knowledge
What Capitaly does with Egnyte
Control access to diligence files
Capitaly reads the files in Egnyte so the raise runs on your own material.
Files indexed
Documents in Egnyte 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.
Egnyte
How it works
01
Connect Egnyte
Link your Egnyte 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 Egnyte 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 foldersDropboxFile 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 sitesNotionFile storage and knowledgeKeep raise plans, FAQs and investor notes