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Investor CRM and relationships
Capitaly + Streak
Run an investor pipeline inside Gmail
Investor CRM and relationships
What Capitaly does with Streak
Run an investor pipeline inside Gmail
Capitaly reads and updates Streak as the raise moves, so the record stays current.
Stages kept current
When an investor replies, meets or passes, their stage in Streak moves with it.
Every touch logged
Emails, calls and meeting notes land on the investor record in Streak.
Next steps set
Each conversation ends with a follow up on the record, so nothing waits on memory.
Streak
How it works
01
Connect Streak
Link your Streak 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 Streak without your sign off, and every action is logged.
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