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Managing Private Placements Has Never Been Easier

Cloud-Based, End to End Solution For Brokered and
Non-Brokered Private Placements.

Future Proof Your Business with Katipult

Standardized Compliance

Standardized Compliance

Guided processes to introduce efficiencies, remove errors, and create audit trails. Stay on the right side of compliance, while, at the same time opening your private placements to a broader number of investors.

Managed Subscriptions

Managed Subscriptions

Process subscription documents electronically and track them in real-time. Remove the inefficiencies plaguing your processes so your team will have more time to pursue new client relationships and opportunities.

Enterprise-Grade Security

Enterprise-Grade Security

Safely store information on Enterprise cloud servers.

Reduce Costs, Ensure Compliance,
and Streamline Administration

Keep your operational expenses under control by significantly accelerating workflow and transaction efficiencies.


Eliminate Not-In-Good-Order Sub-Docs

  • Painful Subscription Execution
  • Redundant Administrative Tasks
  • Decentralized & Manual Internal Processes
  • Chronic Compliance Issues
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Introduce Straight-Through-Processing

Browse page V5

Drive deal flow and improve margins by leveraging highly efficient work flows that also increase awareness and accessibility of deals across the firm.


  • Centralized Deal Rooms
  • Auto-Formatted Subscription Documents
  • Document Generation
  • Audit Trails & Analytics

How It Works

Real-time tracking

Real-time tracking

Real-time tracking of subscription agreement status via secure, permissioned deal dashboards for investment advisors, 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 subscription tracking
for auditors.

Automated Investor Segmentation

Detailed and customizable permissions for investors based on exemptions, jurisdiction, and proximity to the deal.

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.

Ready to simplify your private placements process?

Contact Us