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Trello
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.