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PandaDoc
Documents, deal room and e-signature

Capitaly + PandaDoc

Generate and sign subscription documents

Documents, deal room and e-signature

What Capitaly does with PandaDoc

Generate and sign subscription documents

Capitaly uses PandaDoc to keep round documents moving with the raise.

Shared at the right stage

Documents released to each investor at the level their stage calls for.

Diligence answered

Investor questions answered from your documents, with the page cited.

NDAs before access

Where you ask for it, investors sign an NDA before the deal room opens.

PandaDoc

How it works

01

Connect PandaDoc

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