Technology to Power Capital Markets

Katipult technology drives innovation in capital markets so funds can be raised quicker, more efficiently, and with a better investor experience.

Katipult DealFlow enables investment dealers, wealth management firms, and private equity funds to create, launch and close private capital deals faster.

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Financial Advisors

DealFlow is the one-stop investment platform to offer alternative investments to high-net-worth clients. Review funds and opportunities and then enter into structured workflows and documentation that will take enable investors to participate in deals with a few clicks of a mouse.

Finra Regulated Representatives

DealFlow offers Finra-regulated representatives the fastest and most efficient way to buy and sell securities for clients. Compliance workflows are baked into the platform, and Katipults eSignature technology ensures fully transparent documentation and KYC checks.

Accredited and Retail Investors

The investor experience is designed around simplicity and ease of use. Investor onboarding smart forms that include real-time documentation checks and streamlined KYC make it quick and frictionless and reduce the potential for errors to almost zero.

Institutional Investors

Maximize returns by finding private placements and other alternative investments outside of mainstream markets. Participate easily and quickly with workflows created specifically for institutional investors.

A Smarter Way to Raise Capital

How Canaccord Genuity is streamlining its private placement processes and co-ordination across teams and geographies.
How Cormark Securities is leveraging Katipult’s platform to power its institutional investor engagement.
How Raymond James is allowing its Equity Capital Markets Division to Market Alternative Products.
Automating The Private Placements Workflow at a Leading Provider of Corporate Trust Services.

Katipult DealFlow automates workflow in capital markets to eliminate transaction redundancy, strengthen compliance and deliver the best investor experience while accelerating deal flow for brokerages.

Katipult DealFlow in Numbers.

Capital Raised

+$4 Billion

Deals Executed


Investor Accounts Opened


Katipult DealFlow delivers benefits across divisions, including ECM teams, Investment Advisors, Compliance, New Accounts and Settlements.

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Remove Old Systems

Eliminate cumbersome and costly legacy software

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Digitize Manual Processes

Remove frequent human errors and compliance deficiencies

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Reduce Compliance Backlog

Streamline compliance workflows to prevent bottlenecks and delays

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Accelerate Private Deal Growth

Grow your private deal volume and broaden your distribution channels

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Enable Cross-Border Product Placement

Increase your organization connectivity to service international investors

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Create Rapid Deal Distribution

Execute deals faster and more efficiently for a better client experience

Return on Investment

Human Error & Deficiences
Back Office Costs
Client Servicing Capacity
Revenue Pursuit Capacitv
Compliance Certaintv
Katipult DealFlow Diagram

Katipult DealFlow Modules

DealFlow Core

Execute private capital deals more efficiently with the industry-leading placement engine.

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DealFlow Instituional

Improve the investor experience by allowing institutions to receive allotments in real-time

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DealFlow Marketing

Distribute deal information, and ensure compliance with an automated workflow.

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Features and Benefits

Katipult DealFlow provides powerful and easy-to-use capital markets technology to make it easy for stakeholders to launch and participate in new issues, with an intuitive user interface for desktop and mobile devices.

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Document Markup

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-Formatted
  • Version Control
  • Auto-Sizing
  • Drag-And-Drop

Smart Forms

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

  • Individual/Joint
  • Trust
  • Corporate

Investor Exemptions

  • $200K, $300K, $1MM, $5MM
  • International
  • Friends and Family
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Online deal marketplace screen

Online Deal Marketplace

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.

  • Deal Rooms
  • Segmentation

Bulk Send Distribution

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.

  • Manage Allocations
  • Select Orders
  • Bulk Send
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Electronic Subscription Documents

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.

  • Auto-population
  • Document Generation
  • Electronic Signatures

Katipult supports a range
of investment vehicles

Katipult DealFlow powers investment platforms for making decisions that take the entire potential of the investment vehicle landscape into account.


Katipult expedites REIT fund setup for swift product launch and capital raising. Our customizable deal page layouts empower technical teams for heavy customizations when needed.

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Katipult streamlines DST setup, ensuring efficient trust initiation and capital raising. Our platform enables seamless customization and adaptation of deal page layouts, providing flexibility for diverse investment strategies.

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QOZ Funds:

Partner with Katipult for technology to manage Qualified Opportunity Zone funds. Eliminate inefficiencies, focusing on delivering institutional-grade opportunities to high-net-worth and retail investors.

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Katipult offers a solution for private equity professionals, streamlining the investment cycle and optimizing processes. Our platform provides real-time dashboards reflecting key metrics, empowering your team to efficiently identify opportunities, manage risk, and meet reporting needs.

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Commercial Real Estate

As your technology partner, Katipult provides an investment platform to offer commercial real estate investments. Operate within regulatory frameworks, eliminating inefficiencies associated with spreadsheets. Focus on delivering institutional-quality opportunities to high-net-worth and retail investors.

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Private Equity

Centralize and streamline the investment cycle with Katipult's private equity solutions. Real-time dashboards empower professionals to discover opportunities, manage risk, optimize portfolios, and meet regulatory reporting requirements efficiently.

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Keep Your Team on the
Right Side of Compliance

Eliminate Not in Good Order Subscription Documents

Reduce time spent on subscription document revision and error correction.

Always be Audit-Ready

All activity has a footprint that is user-specific and time-stamped for accurate auditing capabilities.

Keep Internal Processes Standardized

Ensure that the entire staff in each respective division is following compliant processes while also adhering to company and regulatory policies.

A Product Demo Customized
Around You

Katipult DealFlow is changing the way that capital is raised with efficient and streamlined workflows which enable deals to close in days, not weeks or months.

Get answers to your unique questions, see the investment platform in action and discover why Katipult DealFlow is the right capital markets technology for your business.

Book a Demo