Your end-to-end digital infrastructure to facilitate the creation, launch, and closing of private capital deals will be fully branded to match your organization. DealFlow delivers the ease and efficiencies but all participants in the private capital transactions only see your brand in the process.
Powerful dashboards that reflect key deal activities and metrics so your team can make informed decisions and drive engagement in real-time. Set up specific dashboards for compliance, syndication, and financial advisors to provide a holistic view into each capital raise and required action items.
Guided processes to introduce efficiencies, remove errors, and create compliance audit trails. Stay on the right side of regulation, while, at the same time opening your private placements to a broader number of investors.
Katipult helps investment dealers, wealth management firms, and
banks simplify how private capital deals are executed
"For TSX Trust, this new deal management platform represents an important, innovative solution designed to address client challenges in the private placement process.“
“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. ”
"We view Katipult as a great technology partner. They’ve responded to both short term changes in our business, as well as long term strategic planning to make sure that we hit our goals and our objectives as an institution.“
DealFlow connects to leading industry solutions to deliver seamless platform
functionality to verify and approve investors for KYC/AML, Adverse Media &
Politically Exposed Persons checks, among others
Drive deal flow and improve margins by leveraging highly efficient work flows that also increase awareness and accessibility of deals across the firm.
Introduce powerful tools so your syndicate members and selling groups can execute deals quickly and avoid closing delays.
A centralized marketplace to showcase all private placements currently being offered from the firm. Increase awareness and accessibility to all stakeholder groups.