Online Booking for
Equity Financing

In the fast-paced world of Equity Financing, efficiency is essential. Breely helps you schedule critical meetings, stay organized, and keep communication flowing with automated reminders and streamlined workflows. Impress your stakeholders with seamless booking experiences that save time and enhance professional credibility.

Capital Connect Partners

Step 1 of 3

Investor Consultation

An in-depth session where equity financing professionals connect with potential investors to discuss funding opportunities, business plans, and investment portfolios.

Pitch Review Session

A focused session where entrepreneurs share their business pitches with equity financing professionals, receiving detailed feedback and insights to refine their funding presentations.

Breely Scheduling for Equity Financing

With Breely, Equity Financing businesses can book and organize critical meetings with ease, so you can focus on growing your portfolio. Automate reminders, reduce scheduling conflicts, and stay professionally organized with advanced tools designed to keep your clients and stakeholders happy. Empower your team with a scheduling platform built for the demands of the finance industry.

Simplify the complexities of managing your equity financing business with Breely. Designed to handle key appointments like investor consultations and pitch reviews, it ensures your calendar stays optimized and your clients feel valued. Streamline operations, reduce administrative burdens, and set your business apart with innovative scheduling solutions that save time and enhance professionalism.

Get Started for Free

Features

Breely offers Equity Financing businesses tools like automated reminders, customizable booking pages, and real-time calendar management, ensuring no missed opportunities or double bookings. These features promote operational efficiency, allow professionals to focus on building relationships with investors, and deliver a polished experience that boosts client and stakeholder satisfaction.

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