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Projects and productivity
Capitaly + monday.com
Run the raise plan on a board
Projects and productivity
What Capitaly does with monday.com
Run the raise plan on a board
Capitaly puts the work the raise creates into monday.com.
Diligence requests tracked
Investor asks become tasks in monday.com for the right person.
Follow ups assigned
Next steps from investor meetings added with a due date.
Raise plan current
Pipeline progress reflected in monday.com, so the team sees where the round stands.
monday.com
How it works
01
Connect monday.com
Link your monday.com 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 monday.com without your sign off, and every action is logged.
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