Katipult Private Equity Platform

Customize, control and seamlessly execute capital raises with your all-in-one investment management and crowdfunding platform designed for private equity firms.
Carlo Allevi
"Thanks to Katipult, we are now one of the main equity crowdfunding platforms in Italy. We are very proud to have them as our closest partner."

Carlo Allevi

Operations Manager, We Are Starting Srl
Contact us or give us a call at 1 (403) 457-8008

Benefits

Easily scale your investor network

Easily scale your investor network

Provide your investors the best-in-class experience they’ll want to come back to, with institutional-level security
Further Optimize  Your Operations

Further Optimize Your Operations

Automate ad hoc and redundant processes, eliminating spreadsheets and errors and increasing your team’s productivity
Raise More Capital

Raise More Capital

Offer your investors a modern, online platform where they can easily review your deals and make an investment

All-in-one platform

Everything you need to manage your private equity firm, from investor management to investment crowdfunding.

Intuitive & easy-to-use

Learn to use the platform in hours, not days. Your investors will learn it in seconds.

Compliant with regulations

Leverage our presence with over 20 regulatory frameworks all over the world and legal and regulatory networks.

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Features

1. Investor CRM

Maintain accurate client records, manage new leads, and monitor investor specific analytics for superior customer service

2. Automated KYC & AML

Ensure compliance for all your investors with modern onboarding processes

3. Deal Management

Source new deals and manage existing deals with efficiency and accuracy

4. Automated Payments

Simplify transactions with online payment processing and escrow capabilities

5. Intuitive Dashboards

Interactive reporting tools to ensure you stay on top of our business dealings and investor activity

6. Document Management System

Centralize document storage, expedite investor reporting, and ensure strong audit trails

How Katipult helped SVX, a subsidiary of MaRS Discovery District, to provide a compliant place for investors to find vetted impact investing opportunities

Testimonials

Ready to revolutionize
your business?

Ask a Katipult expert:

  • How we can help you disrupt your industry
  • To see our software in action
  • To get an estimate about our services
  • General inquiries

We'll respond in 24-48 hours and you'll receive an email within the next 15 min where you can book a meeting with our expert.

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