+
File storage and knowledge
Capitaly + OneDrive
Store and share round documents
File storage and knowledge
What Capitaly does with OneDrive
Store and share round documents
Capitaly reads the files in OneDrive so the raise runs on your own material.
Files indexed
Documents in OneDrive read and indexed, so questions come back with a source.
Deal room kept current
Update a file once and every investor sees the latest version.
The right version
Versions stay in order, so the file you share is the current one.
OneDrive
How it works
01
Connect OneDrive
Link your OneDrive 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 OneDrive without your sign off, and every action is logged.
More integrations
File storage and knowledge
Google DriveFile storage and knowledgeOrganise the data room and share folders
DropboxFile storage and knowledgeShare diligence files with investors
BoxFile storage and knowledgeManage secure data room folders
SharePointFile storage and knowledgeKeep fund documents in shared sites
EgnyteFile storage and knowledgeControl access to diligence files
NotionFile storage and knowledgeKeep raise plans, FAQs and investor notes