Leading Investment Fund Management Software

Transform your investor onboarding strategies with state-of-the-art digital tools that revolutionize distribution and participation.

Award-Winning Investor Engagement Solutions

Katipult DealFlow empowers Investment Fund Managers to grow capital networks and expand their investor base through seamless experiences, reducing errors and issues.

Our investment fund management software elevates investor satisfaction and trust, shaping the future of alternative asset investing.

Benefits for Investment Fund Managers

Katipult DealFlow accelerates investor engagement by offering frictionless account openings, ensuring swift onboarding and reducing document errors.

DealFlow Deal Room screen

Swift, Efficient Investor Experience

Experience unparalleled speed and efficiency with our advanced technology, offering a seamless investment process on any device.

Our user-friendly platform allows investors to effortlessly sign documents at their convenience from any location. Step into the future of alternative asset investing with Katipult DealFlow.

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Streamlined Precision Solutions

Efficiently capture investor data while significantly reducing errors through our cutting-edge smart forms and secure digital signatures.

Katipult DealFlow achieves a remarkable 98% reduction in NIGO documents, guiding investors through seamless, error-free submissions.

The synergy of digital signatures ensures both security and convenience, revolutionizing document management and delivering substantial time and cost savings.

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Ensure Regulatory Compliance

Navigate compliance effortlessly with our state-of-the-art AML and KYC tools. Our advanced technology goes beyond regulatory standards, ensuring full transparency and accuracy.

The secure document vault empowers compliance teams, offering seamless access to review every document. Experience effortless compliance with our user-friendly interface and comprehensive features.

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Enhance Investment Marketing

Facilitate swift investor engagement by securely sharing comprehensive deal marketing information.

Investment fund managers can rapidly disseminate marketing information about deals, empowering investors to make informed decisions and access materials securely from any device and location.

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Intelligent Workflow

Katipult DealFlow Modules for Investment Fund Managers

DealFlow’s investment fund management software offers a highly configurable platform to meet the needs of each individual firm.

DealFlow Accounts Logo DealFlow Accounts

Delivers paperless account onboarding flows, enabling investors to create accounts quickly and easily.

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DealFlow Core Logo DealFlow Core

The workflow engine to manage investor participation in private placements, Reg D or Reg S offerings, or Funds.

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DealFlow Marketing Logo DealFlow Marketing

Enhanced investor CRM to securely distribute and track detailed deal information to individual and institutional investors.

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DealFlow institutional Logo DealFlow Institutional

Enables the PPM distribution with allocation management for large institutional investors in private deals.

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A Product Demo Customized
Around You

Katipult DealFlow is changing the way that capital is raised with efficient and streamlined workflows which enable deals to close in days, not weeks or months.

Get answers to your unique questions, see the investment platform in action and discover why Katipult DealFlow is the right capital markets technology for your business.

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