Raise capital with
agentic intelligence.
Capitaly is the agentic platform for capital raising. Central inbox, dealrooms, pitch decks, and AI modeling agents — everything you need to close your round, faster.
Free to start. No credit card required.
AI Agents
Kevin Kasaei
Pro Plan
Inbox
Sequoia Capital
2hRe: Series A — We'd like to schedule a partner meeting...
a16z
5hData room access request — Can you share the...
Y Combinator
1dDemo Day follow-up — Congratulations on your...
Index Ventures
2dTerm sheet review — Our legal team has reviewed...
Lightspeed VP
3dFinancial model questions — Can you walk us through...
Bessemer VP
4dIntro — Sarah mentioned your company and we'd...
Sequoia Capital
Sarah Chen — Partner
Hi Kevin, we reviewed the deck and financials you shared. The team is very excited about Capitaly's approach to agentic capital raising.
We'd like to schedule a partner meeting for next week. Could you share availability for Tuesday or Wednesday?
Today, 2:34 PM
Thanks Sarah! Wednesday 2pm PT works perfectly. I'll have updated projections ready with the new Q1 numbers.
Today, 2:41 PM
I've updated your financial model with Q1 actuals. Revenue is 18% ahead of projections. Suggest highlighting the improved unit economics in Wednesday's meeting.
Deal Details
Investor
Sequoia Capital
Contact
Sarah Chen
Partner
Stage
Partner Meeting
Round
Series A — $15M
Check Size
$8M (Lead)
Data Room
Last accessed 2h ago
Next Step
Partner meeting Wed 2pm
Everything for modern capital raising
From investor outreach to signed term sheets, Capitaly gives you the full fundraising stack — powered by AI agents.
Central Inbox
Every investor conversation in one place. Emails, intros, follow-ups, and term sheet discussions — unified in a single, intelligent inbox with deal context.
Dealrooms
Dedicated spaces for each investor relationship. Track deal stages, share documents, manage due diligence requests, and keep your entire fundraising pipeline organized.
Pitch Decks
Build, version, and share pitch decks with built-in analytics. Know exactly which slides investors spend time on and when they forward your deck.
Modeling Agents
AI agents that build and maintain your financial models. They update projections with real data, run scenario analyses, and prepare investor-ready outputs automatically.
Data Rooms
Secure, permissioned data rooms for due diligence. Track document access, manage NDAs, and give each investor exactly the access they need — nothing more.
Investor CRM
Purpose-built CRM for capital raising. Track investor sentiment, manage warm intros, automate follow-ups, and maintain a living pipeline from first touch to term sheet.
From outreach to close in weeks, not months
Capitaly combines the rigor of institutional fundraising with the speed of AI agents. Your raise runs 24/7, even when you don't.
Prepare Your Story
Capitaly's AI agents help you build investor-ready materials. Financial models, pitch decks, and data rooms — all generated from your data and refined through conversation.
- ✓ AI-generated financial models
- ✓ Dynamic pitch deck builder
- ✓ Secure data room setup
- ✓ Valuation benchmarking
Run Your Process
Manage your entire investor pipeline from the central inbox. AI agents handle follow-ups, schedule meetings, and keep every conversation moving toward a decision.
- ✓ Unified investor inbox
- ✓ Automated follow-up sequences
- ✓ Meeting scheduling & prep
- ✓ Real-time pipeline tracking
Close Your Round
From term sheet negotiation to closing docs, Capitaly keeps everything organized. Track commitments, manage allocation, and get to signed docs faster.
- ✓ Term sheet tracking
- ✓ Commitment management
- ✓ Cap table modeling
- ✓ Closing document workflow
Agents that raise capital while you sleep
Capitaly's AI agents don't just assist — they act. They build models, draft responses, update your pipeline, and surface insights that keep your raise moving forward.
Modeling Agent
Builds and maintains your financial models from real data. Updates projections automatically, runs scenario analysis, and generates investor-ready outputs for every meeting.
Outreach Agent
Researches investors, drafts personalized outreach, and manages follow-up sequences. It learns from response patterns and optimizes your messaging to maximize meetings booked.
Diligence Agent
Anticipates due diligence requests and pre-populates your data room. Tracks which documents each investor has reviewed and flags gaps before they become deal-blockers.
Claude 
OpenAI Connected to your stack
Capitaly pulls live data from the tools you already use. Your models stay current, your pipeline stays accurate.
Email & Calendar
Gmail, Outlook, and calendar sync for seamless scheduling
Cap Table
Carta, Pulley, and AngelList for real-time cap table data
Accounting
QuickBooks, Xero, and Stripe for live financial data
CRM Import
HubSpot, Salesforce, and Affinity for investor data sync
DocuSign & Legal
E-signature and document workflows for closing
API & Webhooks
Connect any external service or build custom workflows
Simple, transparent pricing
Start free. Scale as your raise grows. Cancel anytime.
Starter
For founders exploring their first raise or testing the waters.
Start for Free- 1 active deal
- Central inbox
- Basic pitch deck builder
- 1 data room (100MB)
- Investor CRM (up to 50)
- Community support
- Capitaly branding on shared links
Pro
For founders actively raising. Full agent access and unlimited deals.
Start Free Trial- Unlimited deals
- AI Modeling Agent
- AI Outreach Agent
- AI Diligence Agent
- Unlimited data rooms (10GB)
- Advanced deck analytics
- Pipeline & funnel tracking
- Remove branding
- Priority support
Fund
For fund managers and serial raisers. White-glove setup and custom agents.
Talk to Sales- Everything in Pro
- Custom AI agent training
- LP communications suite
- Multi-fund support
- Unlimited storage
- Team collaboration
- SSO & audit logs
- Custom integrations
- Dedicated account manager
- API access
Your next round starts here
Join the Capitaly
founder community
Connect with other founders, share fundraising playbooks, and get feedback on your raise at capitaly.vc.