How Canaccord Genuity is streamlining its private placement processes and co-ordination across teams and geographies.
Remove Old Systems
Eliminate cumbersome and costly legacy software
Digitize Manual Processes
Remove frequent human errors and compliance deficiencies
Reduce Compliance Backlog
Streamline compliance workflows to prevent bottlenecks and delays
Accelerate Private Deal Growth
Grow your private deal volume and broaden your distribution channels
Enable Cross-Border Product Placement
Increase your organization connectivity to service international investors
Create Rapid Deal Distribution
Execute deals faster and more efficiently for a better client experience
A centralized and highly automated editor for compliance and syndication teams to ensure a compliant, error-free, and streamlined workflow across all distribution channels.
Set up a single PDF copy of the subscription document and have it auto-generated correctly for every investor, in a guided and fully compliant workflow.
Auto-populated documentation with built-in smart logic to provide seamless experiences for investment advisors and investors.
Merge required information automatically into subscription documents and provide a guided workflow for the execution of signatures and initials, specific to each investor.
Multiple Investment Vehicles
Investor Exemptions
A centralized marketplace to showcase all private placements currently being offered by the firm. Increase awareness and accessibility to all stakeholder groups.
Create highly engaging deal pages for Investment Advisors to perform due diligence, and set up permissions to control which investment advisor teams can access deals.
A highly efficient distribution tool for Investment Advisors to send subscription documents to investors for signature, and ensure error-free document execution.
Assign order allocations and have subscription documents auto-populated for every investor, and emailed for signature in a guided and fully compliant workflow.
Digital distribution and seamless execution of subscription documents using Katipult’s proprietary document generation and electronic signature technology.
Investors can access auto-populated subscription documents via email and simply apply signatures and initials where required.
