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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.
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File storage and knowledge
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OneDriveFile storage and knowledgeStore and share round documents
SharePointFile storage and knowledgeKeep fund documents in shared sites
EgnyteFile storage and knowledgeControl access to diligence files