CapitalDart in Claude and ChatGPT: capabilities reference

What the connector is

CapitalDart's connector lets a user work inside an assistant conversation using their own CapitalDart account, team scope, and credit balance. It covers the full lifecycle of a raise: describe it, source and rate investors, build the deal on the account, start the real delivery pipeline, receive the outreach package, manage and edit the deal, deliver additional contacts, and score the deck with the Investor Readiness Report.

Sign-in is required. Every tool acts as the signed-in user. Nothing is visible or chargeable outside that user's own team.

What a user can do

Describe a raise

• Turn a plain-language description into a structured targeting plan covering sector, size, stage, geography, structure, and deal branch.
• Upload deal documents (PDF, DOCX, PPTX, TXT, up to ten) in the conversation; they are extracted the same way the app extracts them and inform the plan.
• Free. No credits consumed.

Source investors for any of the four raise types

The connector detects the branch and runs a flow suited to it: direct company raises (equity and mezzanine), fund raises, loan and debt raises, and real estate raises. The assistant names candidate firms, searches the CapitalDart directory for matched firms, and rates the combined set with written reasons, in batches of ten. Browsing firms is free.

Get verified contacts

• Retrieve verified professional contacts at selected firms: name, title, email, LinkedIn, and phone where available.
• One credit per new contact. Contacts previously delivered to the team, whether through the assistant or through the app, are re-delivered at no charge. The cost is confirmed before any charge.

Build a deal and start delivery

• Turn the plan into a real deal on the account and start the full delivery pipeline: the same matching, contact identification, rating, and bespoke outreach drafting the app runs.
• Chat deliveries are 10 to 100 contacts at a time. One credit per delivered contact, charged once after successful delivery and never more than the target. A free 2-contact trial is used automatically when available. Failed deliveries are not charged.
• The finished package, an Excel file with every contact and drafted email and LinkedIn outreach, is emailed to the user and appears under the deal at capitaldart.com/deals.

Manage the raise

• Track pipeline progress live: current stage, elapsed time, and expected duration.
• Fetch a 7-day download link to the latest outreach package at any time.
• Log notes on contacts, update each contact's outreach status, rename deals, archive and restore deals, and restart a failed delivery. All free.

Edit the deal

• Update the deal's description, guidance, or documents in plain language; the plan regenerates. Regenerating replaces any manual targeting adjustments, and the assistant says so.
• Adjust targeting directly without regenerating: industry, company, vertical, and stage tags on direct equity and mezzanine deals; loan type targets on loans and debt deals; property types and equity or debt focus on real estate deals. Unrecognized tag values are reported back rather than silently dropped.
• Deliver additional contacts whenever ready. Previously delivered firms and contacts are excluded automatically across deliveries.

Score the deck: Investor Readiness Report

• Ask for the report on any deal with uploaded documents: an AI analysis producing a readiness score, dimension scores, strengths, ranked investor objections, and recommended deck changes.
• Costs 20 credits, or free when the account has a free report available. The charge is confirmed first and refunded automatically if the analysis fails. The digest is readable in conversation; the full slide-level report lives in the app.

Review existing deals

• List deals; open a deal for its summary and pipeline state; list matched investor firms with rating and rationale; list delivered contacts with status; retrieve the drafted outreach for any contact. Free.

Check credits and profile

• Report the team credit balance and the account's registered name, role, and firm at any time. Free.

What a user cannot do

Cannot send anything

The connector drafts outreach; it never sends it. No email, LinkedIn message, or notification leaves CapitalDart from an assistant conversation on the user's behalf. The user reviews and sends from their own accounts.

Cannot draft to unverified contacts

Drafting is limited to contacts delivered through CapitalDart. If a name and firm are supplied that were never delivered, no draft is generated.

Fund LP targeting is app-only

On fund deals, the ranked limited partner targeting panel is managed in the app. All other branches can be targeted from conversation.

Scale limits

Chat deliveries are capped at 100 contacts at a time; the app supports up to 1,000 per delivery.

Account and billing are handled in the app

Billing, refunds, account settings, and team management are handled at capitaldart.com or through hello@capitaldart.com.

Privacy and scope

• All reads and writes act under the signed-in user's own database row-level security. No user can see or modify another team's deals, investors, contacts, or outreach.
• Sender identity in outreach is prefilled from the user's own account profile, played back for confirmation in conversation, and can be overridden before anything is drafted.
• Suppression lists are honored on every contact delivery, and suppressed contacts are checked before any charge.
• Every credit-consuming action states its cost and requires explicit confirmation before it starts. Charges occur once, after successful completion; failures are not charged.

Quick reference

Free: describe a raise, source and rate investors, search the directory, review deals and their investors, contacts, and outreach, draft to a verified contact, track progress, fetch package links, log notes and statuses, rename and archive deals, restart failed deliveries, edit deal criteria and targeting, check credits and profile.

Costs credits: contact delivery, one credit per delivered contact, charged once after delivery (free 2-contact trial when available; re-delivery always free). Investor Readiness Report, 20 credits or a free report when available.

Only in the app: fund LP targeting, deliveries above 100 contacts at a time, the full slide-level readiness report view, billing, and account and team management.