Raising capital is its own job. It needs its own tool.
A generic CRM tracks deals. A raise needs investor fit, a data room, and AI that understands your story. Capitaly is purpose-built for that, end to end.
Built for the raise, not bolted on
Generic CRMs were made for sales pipelines, then stretched to fit fundraising. Capitaly is built around how rounds actually run: from first investor conversation to signed term sheet.
Every investor, ranked by fit
Stop guessing who to email. Capitaly maintains a living investor CRM that ranks investors by how well they fit your stage, sector, and check size, so you spend time on the right people.
A data room investors trust
Decks, metrics, and diligence files live in a secure deal room with access controls and tracking. Share with one link and see exactly who engaged with what.
AI that does the heavy lifting
AI drafts replies grounded in your deck and metrics, summarizes your data room, and keeps your pipeline moving, so a small team can run a tight, organized raise.
Capitaly vs a generic CRM
| Capability | Capitaly | Generic CRM |
|---|---|---|
| Investor CRM ranked by fit | ||
| Secure deal room with tracking | ||
| AI replies grounded in your deck | ||
| Pipeline built for a raise | Limited | |
| Shared inbox for the team | ||
| Document management with AI search | ||
| Integrations and MCP | ||
| Contact and pipeline basics |
Run your next raise on Capitaly.
Find investors, build your data room, and manage the whole round with AI. Set up your workspace in minutes.