Apr 26, 2018
The GDPR (General Data Protection Regulation) is a new regulation for organizations dealing with data from EU citizens. In this article, we’ll discuss how the GDPR affects Katipult platforms and the necessary steps to make the platforms GDPR compliant.
Apr 20, 2018
In today’s interview with our Board Members, we talked to David Jaques, the first CFO for PayPal. David serves as Chair of Compensation and Governance Committee and Member of Audit Committee for Katipult.
In his early career, Mr. Jaques held various positions with Barclays Bank in London and provided advisory services in currency and interest rate risk management to the bank’s corporate clients. He held a similar role at Barclays Bank, New York from 1988 to 1993. One of his most notable positions was as the first CFO for PayPal from 1999 to 2001 where he established PayPal’s financial planning and accounting processes.
Apr 18, 2018
Know Your Customer (KYC) is a standard due diligence process used by investment companies to assess investors they are conducting business with. Apart from being a legal and regulatory requirement, KYC is a good business practice as well to better understand investment objectives and suitability, and reduce risk from suspicious activities.
Apr 9, 2018
Katipult was proud to be a speaker and exhibitor at the Cantech Investment Conference 2018, Canada’s largest technology investment conference. During the event we were fortunate to conduct an interview with SmallCapPower, a leading industry source for small-cap stock coverage, research, and analysis. Investors and industry stakeholders have demonstrated a particular interest in Katipult’s blockchain plans so our CEO Brock Murray outlined some of the application uses within the investment industry.
Apr 4, 2018
As a young growth business people are always asking our strategic initiatives such as approach to raising capital, acquiring new customers, developing an international presence, and more recently our experience of publicly listed our company on the Toronto Venture Exchange. We decided we’d document our big day at our opening ceremony, and show a behind the scenes look of ringing the bell. We are honoured by the feedback to date and the support of all of our team, clients, and industry stakeholders. We look forward to an exciting year in 2018!
Mar 20, 2018
Katipult is pleased to announce its panel participation in the SWIFT Business Forum Canada on March 21st, 2018 in Toronto Canada, joining industry heavyweights TD Bank and Accenture, to discuss the future of financial services and the transformation of their infrastructure.
Mar 19, 2018
Katipult announces addition of proprietary Dynamic Form Builder module to enable rapid implementation of highly sophisticated user and investment onboarding forms. No coding needed! Build custom investor and issuer onboarding forms as well as custom project and loan applications. As easy as your favorite form building products Google Forms and Wufoo.
There is already a number of customers that are part of the pilot project and that have started using the new Dynamic Form Builder feature within their platforms, including MaRS VX. You can learn more how MaRS VX is integrating the Form Builder with their SVX platform in our press release.
Here are some of the most important features of the Dynamic Form Builder:
Mar 16, 2018
We've partnered with Jor Law, a co-founder of VerifyInvestor to present a webinar on how to find accredited investors and best practices of verifying them.
Mar 6, 2018
Crowdfunding Portals continue to disrupt traditional ways of raising capital by leveraging the historic reforms under the JumpStart Our Business Startups (JOBS) Act, financial technology and growing demand by self-directed and nonaccredited investors who seek to invest in potentially innovative ventures.
With 38 funding portals registered with the Securities and Exchange Commission (SEC) and members of the Financial Industry Regulatory Authority (FINRA) raising over $100 million of capital since adoption, crowdfunding is providing private companies much needed access to capital and investors new investment opportunities. Crowdfunding Portal registration has expanded beyond just US based portal operators with two non-resident portals registering with the SEC from Hong Kong and Canada.