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Katipult’s deployment and implementation methodology drives stakeholder adoption!

Pain-free Deployment

Pain-free Deployment

Forget about lengthy installations and inconvenient setup processes. Quickly roll out our system with the support of an experienced software development team.

Superior Scalability

Superior Scalability

As your company grows, our system easily adjusts with you. Katipult can scale up to thousands of deals or down to a few according to your company needs.

Seamless Upgrades

Seamless Upgrades

Our multi-tier Katipult environment ensures that you seamlessly access the latest features without interruption.

  • Step 1

    Step 1
    • Asset Collection

      Compile platform marketing content and related files including photography, icons, fonts, and final branding guidelines

    • Server Deployment

      Setup server requirements and hosting environment for Development and Staging servers. Purchase platform domain name and setup administrator email.

    • Integration Accounts

      Create accounts on Social Media channels, Google Analytics, Mixpanel.com, RightSignature.com, purchase Digicert certificate,
      and engage payment and user
      verification services.

  • Step 2

    Step 2
    • Infrastructure Configuration

      Deployment and staging of standard Katipult software onto client server with client branded interface.

      • Update content within platform and on marketing pages
      • Adjustments to brand & style guidelines
      • Install Digicert EVSSL certificate
      • Review investment notifications email content
      • Social Media integrations
      • Investment card setup
      • Investment category setup
      • Create offering adjustments
      • Analytics installation
      • Client orientation of system processes
  • Step 3

    Step 3
    • Initiate Quality Assurance Testing

      Quality assurance, stress testing and simulation testing

    • Milestone Audit

      Review of marketing pages and platform generated content

    • Alpha Launch

      Product delivery and private launch on password protected server

  • Step 4

    Step 4
    • User Onboarding

      Determine process flows for both investors and issuers. Accreditation, Know Your Client (KYC), Bad Actor Checks, Verification. Configure integration partner if applicable.

    • Financial Transactions

      Implement process flows for payment processing and escrow. Semi-automated and fully-automated integration considerations.

    • Regulatory Compliance

      Obtain legal deliverables and sign-off for compliance aspects within chosen regulation or country specific legislation

  • Step 5

    Step 5
    • Final Audit and Testing

      Final review of entire platform processes and integrations. Quality Assurance, stress testing and simulation testing

    • Public Launch

      Product delivery and official public launch

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