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monday.com
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.