Private Equity Software to Scale Investor Distribution and Retention.

Private equity software specifically designed for global asset managers, commercial real estate investment firms, and fund of funds.

Private Equity Software Delivering Complete Investment Lifecycle Solutions

Katipult DealFlow revolutionizes engagement with accredited investors and LPs by offering an unparalleled digital experience on our cutting-edge platform. Our private equity software empowers investors with modern experiences and provides unrivalled transparency and robust analytics. 

Benefits for Private Equity Investment Firms

Katipult DealFlow private equity software document screen

Private Equity Software to Turbo-charge the Back-Office

Our investor CRM platform and highly secure document storage system combine seamlessly to turbocharge your back-office operations. With our innovative technology, supporting your front-office teams has never been faster or easier. 

By streamlining your back-office processes, we free up valuable time and resources, allowing your firm to focus on what truly matters – nurturing and building strong relationships with your LPs and accredited investors.

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Personalized Investor Experiences

Katipult DealFlow allows investors to effortlessly participate in private deals at their convenience, no matter where they are. The future of private equity investing has arrived with our revolutionary digital solution. 

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private equity software investor dashboard screen
Katipult DealFlow compliance screen

Compliant Investor Portal

Our secure document vault provides compliance teams seamless access to important documents, ensuring complete transparency and accuracy.

Our user-friendly interface and comprehensive audit dashboards make staying on top of compliance obligations easy.

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Onboard New Accredited Investors and LPs Easily

Our private equity software provides a seamless onboarding process eliminates any friction for accredited investors and LPs. 

Our proprietary smart forms and digital signing system have been developed to reduce investor attrition and streamline onboarding. Say goodbye to lengthy paperwork and hello to a hassle-free experience. 

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Katipult DealFlow onboarding screen

Katipult DealFlow Modules for Private Equity

DealFlow’s modular system enables us to deliver highly configurable private equity software to suit each firm's individual needs.

DealFlow Accounts icon DealFlow Accounts

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


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DealFlow Core icon 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 icon DealFlow Marketing

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

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DealFlow Instituional icon DealFlow Institutional

Enables the PPM distribution and 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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