Katipult is designed to be intuitive and deliver results for investment management firms, broker dealers, exempt market dealers, asset management firms, investment banks, and all other private market participants. Explore some of our marketing and back office features below to better understand how Katipult is driving innovation in private capital markets worldwide.
Katipult’s marketing pages can be updated to display the messaging of your organization including the mandate of your investment platform, how it works, why it’s different, who the management team is, contact information, and includes a section for Frequently Asked Questions and Answers (FAQ) content.
Katipult’s proprietary Content Management System (CMS) empowers your organization to insert, add, remove, and update content throughout the entire platform, at any time. The CMS is equipped with an on/off toggle to enable or disable the real-time editing of body text and menu titles.
Katipult has a built-in accreditation process to vet investors for the appropriate compliance requirements. In addition to the verification aspect, our investor onboarding module assists in the creation of investor profiles, and collects information for “Know your Client Suitability” such as investment preferences and risk adversity.
Katipult can be configured with the payment gateway and payment process of your choosing, depending on the needs of your organization or country of origin. Investors can invest and execute required documents online via a secure e-signature, or take the transaction process offline i.e., manual transfer of funds into a secure third party escrow account.
Katipult has complete site analytics and real-time reporting to ensure you have the ability to monitor site visitors, funding activity, sign-up rates, conversion rates, and other important measurements.These powerful business intelligence tools ensure you can make informed business decisions to drive the profitability of your business.
Each investment has its own page to allow investors to access investment offering materials and review legal documents. Issuers can easily upload the opportunity and due diligence items such as property level financials, the proposed deal structures and business plans, draft investment documents including operating agreement, and information about the operating partner, that are displayed to investors.
In addition to the Search Investments function, investments can also be filtered by the status of the investment cycle as well as by investment category. Investment pages can also be accessed directly via the investment URL. Issuers can select the name of the investment page URL for easier marketability.
Katipult has quick and easy invitation and sharing tools so that investors can invite their networks and create awareness for specific investment opportunities or investment updates via Linkedin, Facebook, Twitter, and Email. These referrals are tracked by the Katipult system and viewable by the platform administrator and the referrer.
To connect all the individuals that participate on your platform, Katipult’s community section acts like a corporate directory of sorts with pictures, personal bios, links to personal websites, and investment history. This module can be easily turned off for platforms that prefer privacy over social participation.
Compliance related platform activity is documented and exportable by administrators to ensure complete and accurate files. Compliant process flows are inherent in the software for displaying investment opportunities, user onboarding, and payment facilitation to be reviewed by your legal counsel.
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