DealFlow Marketing empowers financial advisors to engage multiple investors throughout the investment journey, more effectively than contacting investors individually by phone and email.
Distribute teasers, presentations, and due diligence materials automatically, ensuring timely and precise information delivery. Automation and control create a seamless, trust-building experience, increasing commitment likelihood and ensuring compliance.
DealFlow Marketing revolutionizes investor engagement with intelligent, automated workflows. This boosts efficiency, reduces manual tasks, and delights investors.
Moreover, Financial Advisors can engage with more clients, driving more interest and excitement about deals through agile, cost-effective marketing processes.Book a Demo
DealFlow Marketing provides precise control over distributed materials, ensuring compliance and minimizing risk.
Auditable reports offer transparency for internal and external purposes, bolstering your firm's reputation and investor trust while streamlining the investment process.Book a Demo
DealFlow Marketing reporting and analytics tools, linked to a central data mart, facilitate quick and effective performance analysis, eliminating the need for data assembly from multiple spreadsheets.
These insights refine marketing strategies, enhance business processes, and empower data-driven decision-making to stay competitive and adaptable in changing markets.Book a Demo
Distribute investment teasers, final presentations, and due diligence marketing collateral at multiple stages of the investor engagement process.
Monitor investor marketing materials to ensure compliance with regulatory requirements.
Track marketing material distribution to understinad how effective a campaign is, in addition to internal and external reporting.
Multiple user roles enable teams to collaborate on creating and tracking materials.
Streamline your investor marketing efforts, saving time and resources.
Maintain up-to-date marketing materials with built-in version control, ensuring clarity and accuracy.
Manage the entire investment process in one platform, delivering immense value to your organization and clients.
Create tailored investor segments for personalized content delivery, enhancing engagement.
Katipult DealFlow is changing the way that capital is raised with efficient and streamlined workflows which enable deals to close in days, not weeks or months.
Get answers to your unique questions, see the platform in action and discover why Katipult DealFlow is the right choice for your business.