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File storage and knowledge
Capitaly + SharePoint
Keep fund documents in shared sites
File storage and knowledge
What Capitaly does with SharePoint
Keep fund documents in shared sites
Capitaly reads the files in SharePoint so the raise runs on your own material.
Files indexed
Documents in SharePoint 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.
SharePoint
How it works
01
Connect SharePoint
Link your SharePoint 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 SharePoint without your sign off, and every action is logged.
More integrations
File storage and knowledge
Google DriveFile storage and knowledgeOrganise the data room and share folders
DropboxFile storage and knowledgeShare diligence files with investors
BoxFile storage and knowledgeManage secure data room folders
OneDriveFile storage and knowledgeStore and share round documents
EgnyteFile storage and knowledgeControl access to diligence files
NotionFile storage and knowledgeKeep raise plans, FAQs and investor notes