Capital Markets Insights

The Growth of Retail Investors: What Firms Need to do to Leverage Retail Capital

The Growth of Retail Investors: What Firms Need to do to Leverage Retail Capital

Mar 4, 2021

In February 2021 we saw Game Stop stock headlines bringing retail investors into the focus of mainstream media. Although this specific case seems to have polarized the market commentary, it undoubtedly made everyone realize how much power this group of investors can have.

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Katipult Announces Investment by Canaccord Genuity

Katipult Announces Investment by Canaccord Genuity

Feb 16, 2021

Katipult is proud to announce that it has entered into an agreement with Canaccord Genuity, a global leader in capital markets and wealth management, for a $3.0 million corporate investment in Katipult.

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From Going Public to Retail Investor Trends: Katipult on Fintech Fridays Podcast

From Going Public to Retail Investor Trends: Katipult on Fintech Fridays Podcast

Feb 8, 2021

Katipult Co-Founder Brock Murray and VP of Solution Engineering Karan Khiani joined the Fintech Fridays Podcast hosted by NCFA. They discussed a variety of topics such as going public early, evolving the product to meet complex requirements, and recognizing emerging retail investor trends.

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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 That Makes a Significant Operational Impact

How to Select Private Lending Software That Makes a Significant 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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Canada’s Guide to ESignatures - 12 Must Knows for Investment Firms

Canada’s Guide to ESignatures - 12 Must Knows for Investment Firms

Nov 12, 2020

Digital transformation is rapidly changing the way the investment industry does business and interfaces with their customers. Among the highest priorities for leading firms is the adoption of electronic or digital signatures rather than “wet” signatures. By introducing electronic signatures, the firm can move away from manual and paper-based, ad hoc processes that are plagued with deficiencies, compliance risks, and frustrations by all those involved.

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