Solution IA

Focus on Investor Servicing, not Administration

Katipult software replaces sticky notes, snail-mail, and signature chasing with powerful, easy to use tools.

Empower Your Investment Advisors

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Reduce the Friction of Administrative Tasks

A fully digital process that is highly efficient and error-free.

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Close Deals Faster and More Efficiently

Stay competitive and protect your margins in an increasingly crowded and evolving ecosystem.

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Guide Clients to the Best Opportunities

Provide suitable and timely access to appropriate investment opportunities.

Provide Your Investment Advisors the Time to Build Lasting Client Relationships by Automating Administrative Tasks

One click to mass distribute subscription documents that are automatically populated and error-proof for investors to complete.


  • Manage Investment Allocations

  • Select Investor Orders

  • Bulk Send Distribution

  • Centralize Executed Subscription Docs


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Shorten the Deal Completion Cycle

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Easily assign allocations across your client book to investors that are interested and suitable. Readily access Know Your Client requirements including suitability, exemption status, investment preferences, and personal information.


  • Manage Investor Interest

  • Access Real Time KYC Updates

  • Eliminate Human Error

  • Monitor Deal Completion Status


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Keep Advisors Informed on New
Opportunities as They Become Available

Access all private placements opportunities available within the firm and receive alerts when new investment opportunities are available.

  • Centralized Deal Rooms

  • Investor Segmentation

  • Automated Notifications

  • New Deal Alerts


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How It Works

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Centralized Deal Marketplace

Access all private placement opportunities available within the firm and receive alerts when new investment opportunities are available.

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Managed Allocations

Easily assign allocations across your client book to investors that are interested and suitable.

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Bulk Send Distribution

One click to mass-distribute subscription documents that are automatically populated and error-proof for investors to complete.

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Real-Time Dashboards

Review the status of all subscription documents you have sent to investors in real-time to see what is complete and pending signature.

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Investor Profiles

Know your client requirements including suitability, exemption status, investment preferences, and personal information.

Ready to simplify your private placements process?

Contact us