Capital markets insights

Are financial services companies fully harnessing the power of intelligent workflows in the private capital markets? Or are they being left behind?

Today, financial institutions must contend with the accelerated rise of the three ‘Cs’ – competition, compliance, and costs.

Software is eating the world. These were the words investor Marc Andreessen – cofounder of prominent venture capital firm Andreesen Horowitz – wrote back in 2011. In the ten years since, much of his proclamation has come true. Netflix disrupted cable, Airbnb disrupted hotels, Uber disrupted taxis. And fintech is disrupting wealth management.

The pandemic caused widespread disruptions to global supply chains, leading to shortages and supply shocks for many goods. Although not a physical good per se, we see a similar thing happening in the private placements market.

Financial institutions today face a battle on two fronts. The first front is rising competition – especially from the fast-growing fintech industry which continually strives to encroach on incumbents’ territory. Nimble and digital, these upstarts are unencumbered by legacy systems and processes, giving them a powerful advantage in their quest for market share. 

Investments in private markets are seeing traction like never before - with that, brokers are growing their top line and breaking all-time deal volume records. However, this success has created stressors for Brokerage back-office teams, especially in the compliance function.

The technological advancements we’ve been experiencing for the past few decades have had a profound impact on various industries. Entertainment, Retailers, Health Care, and many other industries have all adopted a tech-centered approach to their business models.

Canaccord Genuity to leverage Katipult's technology offering as a digital complement to its capital raising and private placement capabilities

We are pleased to announce that Katipult has entered into a multi-year software license agreement and strategic co-marketing agreement with Canaccord Genuity.

The agreements support Katipult's growth and market expansion plans with a focus on strengthening its market position in Canada and expanding its presence in the U.S., UK and Australian capital markets.

Katipult is pleased to announce the addition of Raymond James & Associates, Inc. to its growing customer list.