Managing Private Placements Has Never Been Easier

Market leading private placements software
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Top Challenges in Private Placements Today
Painful Subscription Execution

Painful Subscription Execution

Physical execution of subscription agreements is driving up the cost of operations.

Redundant Administrative Tasks

Redundant Administrative Tasks

Decentralized and manual internal processes negatively impact the volume of deals.

Chronic Compliance Issues

Chronic Compliance Issues

Rapidly changing regulatory environment makes it difficult for organizations to remain compliant.

Private Placements with Katipult

Private Placements Simplified

Keep your operational expenses under control by significantly accelerating workflow and transaction efficiencies associated with the private placement process.

Private Placements In a Fraction of the Time

By removing the inefficiencies that have traditionally plagued private placements your team will have more time to pursue new client relationships and opportunities.

Private Placements’ Compliance Leveraged

Stay on the right side of compliance, while, at the same time taking advantage of current regulations, opening your private placements to new pools of investors.

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How It Works
Real-time tracking

Real-time tracking

Real-time tracking of subscription agreement status via secure, permissioned deal dashboards for DRs, managers, and deal participants.
eSignature

eSignature

Autofill and electronic signature of subscription agreements.
Audit Ready

Audit Ready

Time and date stamped digital record of all platform and deal activity, including prospectus tracking for auditors.
Automated Investor Onboarding

Automated Investor Onboarding

Detailed and customizable investor identification, registration, and declaration, including online accreditation, KYC, and AML.
Automated Notifications

Automated Notifications

Online deal collaboration and automated notifications, deal updates and alerts.
Global Compliance

Global Compliance

Fully compliant with applicable securities laws in 20 global regulatory environments, including Canada, United States, UK, and Singapore.

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placements process?

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