Our cutting-edge technology ensures a lightning-fast and efficient process and provides investors with a frictionless investment experience, on any device.
Thanks to our user-friendly platform, investors can effortlessly sign documents at their convenience, wherever they are. The future of alternative asset investing is here with Katipult DealFlow.
Minimize document errors and streamline investor data capture with our innovative smart forms and digital signatures.
Katipult DealFlow is proven to reduce NIGO (Not In Good Order) documents by 98%. Our intelligent forms intuitively guide investors through the data input process, ensuring accurate and error-free submissions.
Combined with the security and convenience of digital signatures, our solution revolutionizes document management, saving time, money, and headaches.
Stay on the right side of compliance with our cutting-edge digital AML and KYC tools. Our advanced technology ensures that all necessary compliance and regulatory requirements are met and exceeded.
With our secure document vault, compliance teams have seamless access to audit and review every document, guaranteeing complete transparency and accuracy.
Our user-friendly interface and comprehensive features make staying on top of compliance obligations effortless.
Securely distribute detailed deal marketing information to curated groups of investors, enabling them to swiftly and seamlessly participate in investment opportunities.
By disseminating investor marketing campaigns and associated investment materials in a rapid process, investors can make informed decisions without delays.
With our secure platform, investors can confidently access deal marketing materials from anywhere and on any of their devices.
DealFlow AccountsDelivers paperless account onboarding flows, enabling investors to create accounts quickly and easily.
DealFlow CoreThe workflow engine to manage investor participation in private placements, Reg D or Reg S offerings, or Funds.
DealFlow MarketingEnhanced investor CRM to securely distribute and track detailed deal information to individual and institutional investors.
DealFlow InstitutionalEnables the PPM distribution with allocation management for large institutional investors in private deals.
