Capital markets insights

Top 5 Reasons an Investor CRM Can Improve Capital Raising Efforts

Top 5 Reasons an Investor CRM Can Improve Capital Raising Efforts

Jul 15, 2024

In the fast-paced world of capital markets, leveraging technology to enhance investor relationships, improve experiences, and streamline processes is crucial. An investor CRM is one of the most important systems that can elevate your capital raising efforts. Here are the top five reasons why integrating an investor CRM can transform your fundraising strategy:

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What is the “Equal Access Delivery” model for prospectus offerings

What is the “Equal Access Delivery” model for prospectus offerings

Mar 1, 2024

For years, investment dealers have had to bear the burden of distributing preliminary and final prospectuses to investors for public offerings. In addition to the costs associated with printing and mailing these documents, investment dealers must log final iterations of a prospectus. There is also administrative effort for Investment Advisors, who are responsible for sending their clients any amendments to preliminary or interim prospectuses.

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5 Tips to Attract Investors to Your Private Deals

5 Tips to Attract Investors to Your Private Deals

Feb 20, 2024

Attracting investors to private deals requires a holistic approach that addresses their investment preferences, risk tolerance, and liquidity needs. By implementing these five strategies and incorporating actionable insights for each, Investment Advisors can effectively position private offerings as attractive investment opportunities in a competitive market environment.

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Strategies for Fund Administration to Embrace Digital Transformation

Strategies for Fund Administration to Embrace Digital Transformation

Feb 13, 2024

Significant changes are underway in fund administration, fueled by the convergence of technological advancements and the ever-evolving expectations of investors. This journey extends beyond a mere checklist of trends; it's a compelling narrative of adaptation and innovation that fund managers must intricately weave into the fabric of their daily operations.

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5 Essential Factors to Consider When Selecting Private Equity Software

5 Essential Factors to Consider When Selecting Private Equity Software

Feb 5, 2024

A recent Preqin report looking at trends for the year ahead highlighted the importance of technology for private equity firms in 2024.

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The Changing Role of Private Wealth in Private Equity

The Changing Role of Private Wealth in Private Equity

Jan 26, 2024

As with many alternative asset classes, many analysts are hopeful that as the macroeconomic landscape changes in 2024, growth in private equity funds should start to rebound after a turbulent couple of years.

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Lift-Outs: A Guide to Private Equity Software & Technology Acquisition

Lift-Outs: A Guide to Private Equity Software & Technology Acquisition

Jan 22, 2024

Staying ahead in private equity requires strategic innovation. One such transformative strategy gaining traction is the concept of "lift-outs." In this piece, we delve into the nuances of lift-outs and their inherent benefits and provide a hypothetical scenario to illustrate how this strategic maneuver can reshape the operational landscape of private equity firms.

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Capital Raising Activity Surged to $647M in 2023 on Katipult DealFlow

Capital Raising Activity Surged to $647M in 2023 on Katipult DealFlow

Jan 17, 2024

2023 was a year marked by economic uncertainties and challenging market conditions, yet Katipult’s customers leveraging its proprietary DealFlow platform demonstrated remarkable resilience and growth in many key capital raising metrics.

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The Rise of Private Capital Markets

The Rise of Private Capital Markets

Dec 8, 2023

Capital Environment Changes Drive Imperative for Financial Institutions to Adapt.

In recent years, a seismic shift has been underway in the investment landscape, with private capital markets emerging as the dominant force for industry growth. The traditional appeal of public markets faces competition from a growing preference for private investments from investors and issuers, signalling a long-term trend that could see public markets wane in significance over the next 5 to 10 years.

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