DealFlow is the one-stop 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.
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.
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.
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.
Investor Accounts Opened
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
Execute private capital deals more efficiently with the industry-leading placement engine.
Synchronize with book-of-record data to make account opening faster, more secure, and more compliant.
Distribute deal information, track investor interest, monitor commitments and ensure compliance with an automated multi-stage workflow.
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
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.
Katipult allows swift setup of an investment platform for Real Estate Investment Trust (REIT) funds, enabling you to launch a working product and begin raising capital for your funds quickly.
The platform also supports the addition of fully customizable deal page layouts. Which allows your technical personnel to go in and make heavy customizations on the platform when necessary.
Private equity professionals need a solution that can streamline and centralize the entire investment cycle, optimize processes, and enhance data and reporting.
Real-time dashboards that reflect key activities and metrics for each user group allow katipult's private equity software to empower private alternative investment professionals to find the investment opportunities that meet their defined criteria, mitigate risk, maximize the performance of their portfolios, and respond to ever-growing regulatory and investor reporting needs.
With Katipult as your technology partner, your investment platform will be able to offer real estate investments that meet all your underwriting criteria, all under the regulatory framework of the various securities commissions you need to ensure compliance with.
Eliminate the inefficiencies created by time spent on managing spreadsheets and uploading that information into archaic software programs and focus on offering institutional quality real estate investment opportunities to high net worth and retail investors.
Reduce time spent on subscription document revision and error correction.
All activity has a footprint that is user-specific and time-stamped for accurate auditing capabilities.
Ensure that the entire staff in each respective division is following compliant processes while also adhering to company and regulatory policies.
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 platform in action and discover why Katipult is the right choice for your business.