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Meetings and calls
Capitaly + Google Meet
Add video links to investor meetings
Meetings and calls
What Capitaly does with Google Meet
Add video links to investor meetings
Capitaly turns what happens in Google Meet into the next step of the raise.
Notes on the record
Summaries from Google Meet 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.
Google Meet
How it works
01
Connect Google Meet
Link your Google Meet 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 Google Meet without your sign off, and every action is logged.
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GranolaMeetings and callsBring meeting notes into investor records
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