Platform
Weftly is built on a single data layer. Every workspace draws from the same source of truth: cap table, contacts, documents, and financials.
Contacts, companies, shares, and documents live in a unified data layer. Update once, reflect everywhere.
Purpose-built modules like CRM, Cap Table, Data Room, and more. Use what you need. Add as you grow.
Combine tools into workspaces for Fundraising, Equity, or Operations. Each workspace shares context seamlessly.
Not a chatbot bolted on. Context flows through the system, connecting changes to their consequences.
Shared context
Change a metric in your cap table. It updates in your fundraising workspace. Add an investor to your CRM. They appear in your data room access list. One system means no drift.
SHARED DATA LAYER
Weftly's intelligence layer sees across all your data, connecting what changes to what it affects.
Financial analysis routes to one model. Document summaries to another. Research to a third. Automatic selection, automatic fallback. You never think about it.
Hiring changes affect burn. Burn affects timing. Timing affects how you talk to investors. Weftly sees across domains and surfaces the connection before you look for it.
Ask anything about your company. Get answers grounded in your actual data, cap table, pipeline, documents, not general knowledge.
Stalled deals, cold investors, missing documents. Weftly monitors continuously and alerts you to issues before they become problems.
Foundational capabilities shared across the entire platform, not add-ons, not upsells.
Encrypted at rest and in transit. Role-based access controls. Complete audit trail with version history.
See who viewed what, when. Track investor interest from document opens to time spent, before they tell you.
Investors, employees, and board members each get their own view. Same data, different experiences, role-based access.
PDF, Excel, or API. Generate board-ready reports in one click. Full compliance support.
Free for early-stage startups. Full platform access.