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Meetings and calls
Capitaly + Read AI
Capture summaries from partner meetings
Meetings and calls
What Capitaly does with Read AI
Capture summaries from partner meetings
Capitaly turns what happens in Read AI into the next step of the raise.
Notes on the record
Summaries from Read AI logged against the investor in the CRM.
Action items tracked
Next steps from each call added to the pipeline with a reminder.
Briefings before the call
A briefing on the investor the night before each meeting.
Read AI
How it works
01
Connect Read AI
Link your Read AI 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 Read AI without your sign off, and every action is logged.
More integrations
Meetings and calls
ZoomMeetings and callsCreate pitch meeting links and pull recordings
Google MeetMeetings and callsAdd video links to investor meetings
GongMeetings and callsPull investor call insights into the pipeline
FirefliesMeetings and callsTurn pitch transcripts into notes and next steps
FathomMeetings and callsSummarise investor calls and log action items
GranolaMeetings and callsBring meeting notes into investor records