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Projects and productivity
Capitaly + Trello
Move investors and tasks across a board
Projects and productivity
What Capitaly does with Trello
Move investors and tasks across a board
Capitaly puts the work the raise creates into Trello.
Diligence requests tracked
Investor asks become tasks in Trello for the right person.
Follow ups assigned
Next steps from investor meetings added with a due date.
Raise plan current
Pipeline progress reflected in Trello, so the team sees where the round stands.
Trello
How it works
01
Connect Trello
Link your Trello 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 Trello without your sign off, and every action is logged.
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