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