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.
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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.
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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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.
Book a DemoKatipult 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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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.
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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Configurable Forms
Multi-Level Approvals
Secure Document Distribution
E-Signing Solution
Mobile first Interface
Cloud-BasedDavid Paris
Chief Operating Officer, ECM
Pat Burke
President, Capital Markets
