Katipult DealFlow Institutional

DealFlow Institutional is a single platform that enables end-to-end management of subscription documents.

DealFlow Institutional streamlines the Private Placement process with a secure, seamless process for Institutional Investors.

For dealers, this means;

  • Real-time visibility into each institution’s progress
  • A true collaboration between institutional sales and ECM desks
  • Reduced regulatory risk in DealFlow’s secure document vault
  • Analysis of performance across deals and investors
  • A better investor experience

 

Product Features

intelligent_logic_iconIntelligent Business Logic

Automate key processes with smart business logic that improves investor interaction.

user_iconUser Roles

Provide controlled access to relevant deals and allocations for investors and subscribers.

“configurableConfigurable Forms

Enable effortless data collection with smart forms configured to align with each dealer’s requirements.

cloud_iconCloud-Based

Digital platform built on AWS infrastructure offering reliability with 99.9% uptime, ensuring 24/7 availability.

secure document iconSecure Document Distribution

Tracking to ensure investor and subscriber interactions with documents are visible in the dashboard and provide an audit trail for compliance.

“E-signingE-Signing Solution

Integrated into workflows, ensuring secure document signing for investors and subscribers and batch downloads of completed documents.

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