Email and calendar

Capitaly + Outlook

Send investor emails and file responses

Email and calendar

What Capitaly does with Outlook

Capitaly works inside Outlook with the access your team gives it.

Personal first emails and follow ups drafted in Outlook, ready for your approval.

Investor replies labelled interested, needs info, pass or later, with an answer drafted.

Investors quiet for seven days get one polite follow up with something new.

Outlook

Link your Outlook account to Capitaly in a few clicks.

Give the instruction in plain words, like you would to anyone on the team.

Nothing goes out through Outlook without your sign off, and every action is logged.

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