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Meetings and calls
Capitaly + Granola
Bring meeting notes into investor records
Meetings and calls
What Capitaly does with Granola
Bring meeting notes into investor records
Capitaly turns what happens in Granola into the next step of the raise.
Notes on the record
Summaries from Granola 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.
Granola
How it works
01
Connect Granola
Link your Granola 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 Granola without your sign off, and every action is logged.
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Meetings and calls
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Read AIMeetings and callsCapture summaries from partner meetings