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Automation and data
Capitaly + Google Sheets
Sync the investor tracker and cap table models
Automation and data
What Capitaly does with Google Sheets
Sync the investor tracker and cap table models
Capitaly keeps the data in Google Sheets in step with the raise.
Trackers kept in sync
Investor stages and notes written back to Google Sheets as the raise moves.
Metrics read
Figures in Google Sheets used for updates, models and diligence answers.
Events as they happen
Replies, meetings and deal room views sent on to Google Sheets.
Google Sheets
How it works
01
Connect Google Sheets
Link your Google Sheets 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 Sheets without your sign off, and every action is logged.
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