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Meetings and calls
Capitaly + Fellow
Share agendas and follow ups for investor meetings
Meetings and calls
What Capitaly does with Fellow
Share agendas and follow ups for investor meetings
Capitaly turns what happens in Fellow into the next step of the raise.
Notes on the record
Summaries from Fellow 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.
Fellow
How it works
01
Connect Fellow
Link your Fellow 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 Fellow without your sign off, and every action is logged.
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FathomMeetings and callsSummarise investor calls and log action items
GranolaMeetings and callsBring meeting notes into investor records