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Meetings and calls
Capitaly + Fathom
Summarise investor calls and log action items
Meetings and calls
What Capitaly does with Fathom
Summarise investor calls and log action items
Capitaly turns what happens in Fathom into the next step of the raise.
Notes on the record
Summaries from Fathom logged against the investor in the CRM.
Action items tracked
Next steps from each call added to the pipeline with a reminder.
Briefings before the call
A briefing on the investor the night before each meeting.
Fathom
How it works
01
Connect Fathom
Link your Fathom 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 Fathom without your sign off, and every action is logged.
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Meetings and calls
ZoomMeetings and callsCreate pitch meeting links and pull recordings
Google MeetMeetings and callsAdd video links to investor meetings
GongMeetings and callsPull investor call insights into the pipeline
FirefliesMeetings and callsTurn pitch transcripts into notes and next steps
GranolaMeetings and callsBring meeting notes into investor records
Read AIMeetings and callsCapture summaries from partner meetings