Syncing with Clerky
Welcome, Clerky Customer!
Captable.io integrates with Clerky. If you start your investment documents in Clerky, you can pull them into Captable.io so you don't have to enter them twice. This feature is available to YC batches W18 and onward.
To Pull from Clerky, simply click the Quick Create '+' icon on the left panel and select Pull from Clerky.
To enable this feature, set your accelerator to YC, then set a YC batch. Here are the instructions.
Since Captable.io is your cap table single source of truth, companies typically create investments in Captable.io, then attach documents generated by other systems to their investments. If you are creating your investments in Clerky first, come back to Captable.io and do Pull from Clerky to keep Captable.io in sync. You will need to Pull from Clerky to sync new edits and investments added to Clerky.