Use our interactive deal templates to create an online deal room with electronic prospectus delivery
Automatically notify all syndicate members and deal participants finalized pricing and allocation amounts
Produce a purchasers list and update all internal record systems seamlessly with investor participation information and final documentation
Easily invite financial advisors and investors with an email link to initiate the expression of interest process
Review real-time deal activity to understand all completed and outstanding tasks required to complete the process
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.“
Claire Johnson
President, TSX Trust
“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. ”
David Paris
Chief Operating Officer, ECM
"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.“
Carly Wells
St. Manager ATB BoostR
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.
Introduce modern, intelligent processes to manage public offerings.
Simplify the syndication process to improve the issuer experience andeliminate frustrations.
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900-903 8th Ave SW,
Calgary, AB T2P 0P7