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Online Booking for
Capital Raising

In the fast-paced world of capital raising, staying organized is critical. Breely allows capital raising professionals to effortlessly schedule meetings with investors, send automated reminders, and allocate resources more efficiently. Focus on closing deals and growing your business by leaving time-consuming administrative tasks to Breely.

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Elevate Capital Partners

Step 1 of 3

Investor Pitch Meeting

A focused and impactful meeting where businesses pitch their innovative ideas, growth plans, and funding needs to potential investors to secure capital.

Due Diligence Consultation

An in-depth consultation where capital raising professionals guide investors through the due diligence process, addressing any questions or concerns about an investment opportunity.

Breely Scheduling for Capital Raising

Save time and make a stronger impression on investors by using Breely for your capital raising business. Our platform allows you to efficiently organize and manage appointment bookings for investor meetings and consultations, ensuring you never miss a critical opportunity. With automated reminders and seamless scheduling tools at your fingertips, you’ll gain the operational efficiency needed to succeed in competitive funding landscapes.

Stay ahead in the capital raising industry with Breely’s innovative scheduling platform. Whether managing multiple investor meetings or navigating high-stake consultations, Breely ensures your business operates smoothly. Unlock greater productivity, impress clients with timely communications, and focus on building strategic partnerships that fuel your success.

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Features

A scheduling platform like Breely optimizes capital raising businesses by simplifying the coordination of investor meetings and consultations. Automating appointment bookings and reminders ensures meetings are never missed, giving a professional edge and building trust with clients. Additionally, Breely’s client management features allow for seamless organization of investor profiles and interactions, freeing up time to focus on securing funding and scaling your business.

Scheduling

  • Booking for 1:1 appointments
  • Group classes, events, and workshops
  • Book staff and other resources like seats, lanes, bays, and more.
  • Booking for multiple staff, locations,and time zones

Design

  • Design beautiful forms, scheduling, and messages
  • Personalize colors, themes, and more to match your brand
  • Integrate directly into your website

Messaging

  • Send text messages & emails
  • Automate messaging to deliver the right message at the right time

Integrations

  • Connect to Google, Apple iCloud, and Microsoft 365
  • Embed directly into your website
  • Integrate with thousands of other apps via Zapier
  • Developer tools for custom integrations

Forms

  • Collect information from clients at any point
  • Gather leads, enrich scheduling, collect follow-up info, and more
  • Advanced customization and conditional sections for the perfect experience

Automation

  • Automate any workflow
  • Trigger based on events from forms, scheduling, and more
  • Re-engage lapsed clients, convert leads to customers, and provide delightful tailored messaging to clients
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