Katipult DealFlow

With alternative investments projected to grow by 62% in the next two years, investment firms must ensure they have the right systems and technology to capitalize.

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DealFlow Marketing Screenshot

By using Katipult DealFlow, ECM teams can  reduce time to close deals by 48%, enabling faster capital flow to issuers.

This means;

  • Seamless, intelligent workflows
  • Reduced regulatory risk
  • Real-time visibility
  • Analysis of performance
  • A better investor experience

Arrange a personalized demo today and see how Katipult DealFlow can transform your firm.

 

 

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Features

cloud_iconCloud-Based

Digital platform built on AWS infrastructure offering reliability with 99.9% uptime, ensuring confirmation of transactions.

mobile_iconMobile-First

User interface provides investors with an intuitive experience making it quick and easy to participate in new issues.

user_iconUser Roles

Provide stakeholders with appropriate permissions, providing compliance teams with detailed audit logs of users' activity and actions.

secure_document_iconSecure Document Distribution

Ensure investor interaction with subscription documents, prospectuses, PPMs, and other documents are visible in the dashboard.

configurable-branding_iconConfigurable Branding

White-label platform that enables investment firms to build trust with investors.

intelligent_logic_iconIntelligent Business Logic

Automate key processes, accelerate deal throughput and increase profitability.

esigning_iconE-signing Solution

Integrated into workflows to ensure secure document signing for investors and batch downloads of completed documents.

configurable_forms_iconConfigurable Forms

Enables data collection to be customized to align with each firm's requirements.

Powering the deal execution of leading organizations

Katipult helps investment dealers, wealth management firms, and banks simplify how private capital 
deals are executed

Raymond James selected Katipult to provide the software for a new online private placements platform to distribute alternative investment products offered by its Equity Capital Markets division across its financial advisor network. ”

David Paris

Chief Operating Officer, ECM

Katipult provides a powerful, cloud-based infrastructure that will allow us to manage our private placement activities in a digital environment and improve coordination across teams and geographies, so that we can provide the best possible outcomes for our clients.”

Pat Burke

President, Capital Markets

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