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Notion
File storage and knowledge

Capitaly + Notion

Keep raise plans, FAQs and investor notes

File storage and knowledge

What Capitaly does with Notion

Keep raise plans, FAQs and investor notes

Capitaly reads the files in Notion so the raise runs on your own material.

Files indexed

Documents in Notion 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.

Notion

How it works

01

Connect Notion

Link your Notion 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 Notion without your sign off, and every action is logged.