Capital markets insights

Why Auto Invest is a Must-Have Feature in 2021

Why Auto Invest is a Must-Have Feature in 2021

Feb 2, 2021

We are excited to announce our Auto-Invest functionality that will transform private capital markets.
 
Auto Invest   is a platform feature that enables investors the ability to pre-select their investment criteria upfront and automatically participate in matching deals. When the “auto invest” algorithm is triggered to make an investment based on the pre-selected criteria, funds are automatically deducted from the investor wallet into the appropriate account.
 
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TSX: C-Suite at The Open Interview With Katipult CEO Gord Breese

TSX: C-Suite at The Open Interview With Katipult CEO Gord Breese

Jan 29, 2021

Katipult CEO, Gord Breese, sat down for an interview with Berk Sumen, head of TSX company services for their “C-Suite at The Open” series. In an effort to highlight the “unique stories and perspectives of companies listed on Toronto Stock Exchange (TSX)”, the conversation touched on both Katipult’s business model as well as the future growth outlook.

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How to Select Private Lending Software To Make an Operational Impact

How to Select Private Lending Software To Make an Operational Impact

Jan 26, 2021

A cloud-based lending platform is the heart of your online deal syndication service. It impacts every area of your business from investor servicing to loan servicing. It’s the primary way that your investors interact with your firm to access new opportunities and allocate their funds. It also scales the amount of loan administration your team can do, opening up growth possibilities for the business.

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Katipult Announces Additions to Management Team

Katipult Announces Additions to Management Team

Dec 3, 2020

We are pleased to announce the addition of Mr. Karan Khiani as the Company's Vice President of Solutions Engineering and Mr. William Van Horne as the Company's Corporate Secretary.  

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The Value of Implementing Electronic Signatures in Investment Firms

The Value of Implementing Electronic Signatures in Investment Firms

Dec 1, 2020

Electronic signatures have been around for some time, and even though their use can drastically streamline paperwork and save time, organizations in the investment industry have been surprisingly slow to adopt them. 

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SEC Boosts Reg CF to $5 Million and Reg A+ to $75 Million

SEC Boosts Reg CF to $5 Million and Reg A+ to $75 Million

Nov 5, 2020

The US Security Exchange Commission (SEC) has finally reached a decision to implement proposed amendments to the exempt offerings framework. These changes have been advocated by numerous groups over the last few years to increase activity and interest in these progressive regulations, particularly by larger and more established investment dealers.

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3 Workflows That Digital Transformation Will Rapidly Change in 2020

3 Workflows That Digital Transformation Will Rapidly Change in 2020

Apr 2, 2020

As social distancing and remote working become a reality for firms in capital markets, those with strong digital operations will thrive and out-maneuver their peers in the near while developing a significant competitive advantage in the long term. 

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Katipult Named Among Canada’s Top FinTech Companies

Katipult Named Among Canada’s Top FinTech Companies

Nov 15, 2019

We are honored to be nominated by Canadian FinTech & AI Awards for the ICICI Bank FinTech Company of the Year award and we’ll be looking forward to joining the 5th Annual Canadian FinTech & AI Awards on Monday, November 18th, 2019 at the Fairmont Royal York (Concert Hall).

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Katipult Set to Showcase at the Singapore Fintech Festival Nov 10-15th

Katipult Set to Showcase at the Singapore Fintech Festival Nov 10-15th

Nov 8, 2019

Katipult has been selected to join other leading Canadian fintech companies at the Singapore Fintech Festival (SFF) from Nov 11 - 15th 2019 in the international pavilion.

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