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.
End-to-end digital infrastructure to facilitate the creation, launch, and closing of new issue transactions will be cloud-based with real-time updates. Katipult DealFlow delivers ease and efficiencies to the book runner and all syndicate members in public offerings.
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.
Processes to drive efficiencies, reduce errors, and create compliance audit trails. Stay on the right side of regulation while, at the same time, opening private placements to a broader number of investors.
Drive deal flow and improve margins by leveraging highly efficient workflows that increase awareness and accessibility of deals across the firm.
Introduce powerful tools so syndicate members and selling groups can execute deals quickly, close deals faster and earn more commissions.
A centralized marketplace to showcase all private placements currently being offered. Increase awareness and accessibility to all stakeholder groups to drive more deal participation.