Your end-to-end digital infrastructure to facilitate the creation, launch, and closing of new issue transactions will be cloud-based with real-time updates. Katipult delivers the ease and efficiencies to the book runner and all syndicate members in public offerings.
Powerful dashboards that reflect key deal activities and metrics so your team can make informed decisions about pricing and allocation allotments. Set up specific dashboards for compliance, ECM and syndication, and client issuers to provide a holistic view into each capital raise and required action items.
Guided processes to introduce efficiencies, remove errors, and create compliance audit trails for closing and ticketing deals. Automatically generate purchasers lists and trade receipts tracking price, the volume of the trade, the names involved in the transaction, and the dates of a deal.
Katipult helps investment dealers and banks simplify the entire
process of new issue securities
"For TSX Trust, this new deal management platform represents an important, innovative solution designed to address client challenges in the private placement process.“
“Raymond James selected Katipult to provide the software for a new online private placements platform to distribute alternative investment products offered by its Equity Capital Markets division across its financial advisor network. ”
"We view Katipult as a great technology partner. They’ve responded to both short term changes in our business, as well as long term strategic planning to make sure that we hit our goals and our objectives as an institution.“
Leverage Katipult’s DataHub to automatically update investor and
transaction records across internal systems
Introduce standardized workflows to ensure consistency and accuracy from all syndicate participants.
Simplify the syndication process to improve the issuer experience andeliminate frustrations.