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Automation and data
Capitaly + Smartsheet
Track raise workstreams in a sheet
Automation and data
What Capitaly does with Smartsheet
Track raise workstreams in a sheet
Capitaly keeps the data in Smartsheet in step with the raise.
Trackers kept in sync
Investor stages and notes written back to Smartsheet as the raise moves.
Metrics read
Figures in Smartsheet used for updates, models and diligence answers.
Events as they happen
Replies, meetings and deal room views sent on to Smartsheet.
Smartsheet
How it works
01
Connect Smartsheet
Link your Smartsheet 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 Smartsheet without your sign off, and every action is logged.
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