Katipult DealFlow - New Issue Investment Platform

Katipult DealFlow powers the exchange of capital in equity and debt markets. Our cloud-based investment platform digitizes workflows, strengthens regulatory compliance, accelerates deal flow, and provides seamless investor experience.

Modular Investment Platform

Katipult DealFlow is a modular SaaS Fintech investment platform, purpose-built for investment firms. The product comprises modules designed to provide solutions for critical workflows in the operation for new issues in capital markets. 

DealFlow Core sits at the heart of the system, providing operational workflow for new issues, deal management tools, and Katipult's proprietary e-signature solution. An investment firm can easily add modules to deliver institutional workflows, secure marketing information distribution, or account onboarding based on its business profile and requirements.

Katipult DealFlow investment platform modules

Learn more about Katipult DealFlow modules

DealFlow Core
Digitize private placements and prospectus offerings for the retail wealth distribution channel.
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DealFlow Accounts
Retail and institutional account opening with compliance approval.
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DealFlow Institutional
Launch sub-doc and allocation management to institutional investors.
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DealFlow Marketing
Enhanced marketing campaign management to retail and institutional investors. 
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There are a number of benefits across investment firms from using Katipult DealFlow Investment Platform.

Katipult DealFlow investment platform screenshot

Secure, cloud-based investment platform

Katipult DealFlow provides a state-of-the-art, cloud-based infrastructure.

For investment firms, this means the ability to access the system from any location, on any device, enabling dealers to launch deals for issuers at the optimum time and Investment Advisors to be more responsive to enable clients to participate in high-quality deals and opportunities.

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Multiple User Roles

Katipult DealFlow is truly a firm-wide solution. Investment Advisors have dedicated workflows and tasks to manage institutional and retail investor engagement.

Equity Capital Markets teams have tools to manage deals, while Compliance teams benefit from the automation of AML, KYC, and other regulatory requirements. 

New accounts teams benefit from smart forms to quickly and frictionlessly onboard new clients.

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Katipult DealFlow Document Errors Screen
Screenshot of multiple account types

Multiple Account Types

When creating accounts, investors can select different account types including Individual, Corporate, Trust, and Joint to accommodate both retail and institutional investors. 

DealFlow Accounts will intelligently update form fields and tax documentation accordingly, making the onboarding process intuitive and highly automated for investors.

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Capital Markets Expertise

Katipult DealFlow has been created from the ground up to meet the requirements of investment firms and professionals.  

Our leadership team has decades of experience in capital markets, and our product roadmap has been developed in collaboration with customers to deliver against the requirements of leading investment firms in North America.

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Katipult DealFlow compliance screen

Tools to empower investment firms to be efficient and compliant

configurable form iconConfigurable Forms

Enable effortless data collection with smart forms configured to align with an organization’s roles and compliance processes.

data sync iconMulti-Level Approvals

Guided approval processes that introduce efficiencies, provide checks and balances, and create compliance audit trails.

secure document iconSecure Document Distribution

Tracking to ensure investor new account documents are visible in the dashboard and provide an audit trail for compliance.

E-signing iconE-Signing Solution

Integrated signing into workflows, ensuring secure document signing for investors and batch downloads of completed documents.

mobile_iconMobile first Interface

Provides investors with an intuitive experience, making completing the account opening process quick and easy.


Digital platform built on AWS infrastructure offering reliability with 99.9% uptime, ensuring 24/7 availability.


DealFlow Core Product Guide

The DealFlow Core product guide includes key information about the investment platform's benefits and features.

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DealFlow Accounts Product Guide

The DealFlow Accounts product guide outlines how the product can help firms onboard clients quickly and easily

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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. ”
For TSX Trust, this new deal management platform represents an important, innovative solution designed to address client challenges in the private placement process.“
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.”

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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