The most effective, purpose-built platform for executing private capital deals

Leading capital markets organizations rely on Katipult’s solution daily to digitize their private
placement and deal syndication activities.
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Set up your Katipult platform to standardize the workflows between your compliance, syndication, and financial advisor teams

Create a Deal

Use our interactive deal templates to create private or public deal rooms in minutes

Assign Allocations

Build the book of syndicate participants and manage the expression of interest and final allocations

Assign Teams

Permission which teams can access the deal room and their maximum investment allocations

Close a Deal

Produce a purchasers list with all investor participation information and final documentation

Track & Monitor

Review real-time deal activity to understand all completed and outstanding tasks required to complete the financing

Invite Investors

Leverage the bulk send distribution capabilities and compliance engine to rapidly sent subscription documents that are auto-completed for each investor

Company Branded Setup

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. Katipult delivers the ease and efficiencies but all participants in the private capital transactions only see your brand in the process.

Company-Branded-Setup
Data Driven Insights

Data Driven Insights

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.

Trusted And Secure

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.

Trusted And Secure

Powering the deal execution
of leading organizations

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.“

Introduce Straight-Through-Processing

Artboard

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

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Empower Your Syndicate Members & Selling Groups

Introduce powerful tools so your syndicate members and selling groups can execute deals quickly and avoid closing delays.


  • Real Time Dashboards
  • Managed Allocations
  • Bulk Send Distribution
  • Quick Subscription Execution

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Empower Your Syndicate Members & Selling Groups

Accelerate Financings, Increase
Participation, and Access More Opportunities

Accelerate Financings, Increase Participation, and Access More Opportunities-1

A centralized marketplace to showcase all private placements currently being offered from the firm. Increase awareness and accessibility to all stakeholder groups.


  • Centralized Deal Rooms
  • Segmentation by Investor Type
  • Electronic Signatures
  • Seamless Investment Execution

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