The AI Head of Fundraising for every round.
Raising capital is its own job. A generic CRM tracks deals; a raise needs investor fit, a data room, and an employee that understands your story. Capitaly does that work, 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 cheque 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.
An AI employee that does the heavy lifting
It drafts replies grounded in your deck and metrics, summarises your data room, and keeps your pipeline moving, so a small team can run a tight, organised raise.
Capitaly vs a generic CRM.
| Capability | Capitaly | Generic CRM |
|---|---|---|
| Investor CRM ranked by fit | Included | Not included |
| Secure deal room with tracking | Included | Not included |
| AI replies grounded in your deck | Included | Not included |
| Pipeline built for a raise | Included | Limited |
| Shared inbox for the team | Included | Not included |
| Document management with AI search | Included | Not included |
| Integrations and MCP | Included | Not included |
| Contact and pipeline basics | Included | Included |