Close new issues faster, and raise capital more efficiently

Katipult’s SaaS solution provides an innovative platform for ECM teams to manage private placements and new issues in capital markets.

Katipult DealFlow standardizes workflow between compliance, syndication, and financial advisor teams.

Create a Deal

Use 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

Set permissions for teams to access the deal room and their maximum investment allocations

Close a Deal

Generate 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 distribution capabilities and compliance engine to rapidly sent subscription documents, auto-completed for each investor

Service configuration

Delight investors with a next-generation, new issue platform, and build trust as customers interact with your brand through Katipult’s mobile-first platform.


Intelligent Allocation Management

Powerful dashboards that reflect key deal activities and metrics so teams can make informed decisions about pricing and allocation allotments. Configure specific dashboards for compliance, ECM and syndication, and client issuers to provide a holistic view of each capital raise and required action items.

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Dynamic Bookbuilding

End-to-end cloud-based digital infrastructure to facilitate the creation, launch, and closing of new issue transactions with real-time updates. Katipult DealFlow delivers ease and efficiencies to the book runner and all syndicate members in public and private offerings.

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Data Driven Insights

Reporting and analytics that reflect key deal activities and metrics so teams can make informed decisions and drive engagement in real-time. Understand best-performing deal types, leading investors and other insights that can help drive performance.

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Trusted And Secure

Processes to drive efficiencies, dramatically reduce errors, and create compliance audit trails. Stay on the right side of regulation while, at the same time, opening deals to a broader number of investors.

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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. ”
In a constantly evolving space like private capital markets, if you merely maintain the status quo you’ll be left behind. Firms need to find new ways to provide investors and clients with a positive experience— and Katipult enables us to do that.”

Features and Benefits

Katipult DealFlow provides powerful and easy-to-use tools to each stakeholder group. Everything is cloud-based and designed for desktop and mobile use.


Introduce Straight-Through-Processing

Drive deal flow and improve margins by leveraging highly efficient workflows that 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 Syndicate Members & Selling Groups

Introduce powerful tools so syndicate members and selling groups can execute deals quickly, close deals faster and earn more commissions.

  • Real Time Dashboards
  • Managed Allocations
  • Bulk Send Distribution
  • Quick Subscription Execution
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Accelerate Deals, Increase Participation, and Access More Opportunities

A centralized marketplace to showcase all private placements currently being offered. Increase awareness and accessibility to all stakeholder groups to drive more deal participation.

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

Ability to send and track readership of preliminary and final prospectuses to selected investors, and optional business rules to prevent allocations being made before documents are opened and read.

  • Preliminary and final prospectuses
  • Compliance and audit tracking
  • Configurable business rules
  • Dashboard to see open and read status
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Preliminary Prospectus Distribution Status
Offerings - ConcordeRE Medium

Support for multiple new issue types

Ease the new issue process with a platform allows firms to leverage technology to offer a range of new issue deal types, automate tasks, and achieve increased satisfaction from investors and issuers. 

  • Brokered and Non-brokered Private Placements
  • Prospectus Offerings
  • Real Estate Investments
  • LIFE Deals (Canada Only)
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