Katipult Investment Crowdfunding allows firms to leverage general solicitation and crowdfunding exemption rules to raise capital

Crowdfund investment offerings online
Our Investment Crowdfunding product handles the entire investment cycle from user onboarding to transacting, and is rebranded to meet our client’s desired look and feel.

Marketing & Distribution: Automated distribution of new deals to the entire investor base, extensive social media integrations, and powerful marketing tools for affiliate marketing and investor engagement. Remove redundancies to allow for greater scalability and investor servicing.

Investor Screening & Deal Sourcing
Investor Screening & Deal Sourcing: Comprehensive user onboarding processes to collect appropriate information, perform Know Your Client (KYC), verify identification or residency, determine investor suitability, review issuer applications, and complete Anti-Money Laundering (AML) checks.

  • Document Generation & E-Signature Document Generation & E-Signature

    Document Generation & E-Signature

    Eliminate tedious paperwork preparation and signature collection with Katipult’s document generation and electronic signature capabilities. Get documents signed in seconds and automatically generate copies for each signing party, accessible within the platform dashboards.

  • Social Social

    Social

    Powerful social features inherent in Katipult’s platform processes to increase deal exposure and distribution, user sharing and referrals, investor and issuer interaction.

  • Payment Processing & Escrow Payment Processing & Escrow

    Payment Processing & Escrow

    Accept payments with online payment processing or take payments offline for a more traditional approach. Accept debit, credit, wire transfers, or cheques using one of Katipult’s many payment integrations: MiGS, PayPal, FundAmerica, VersaPay, MangoPay, LemonWay, Jatis, Dwolla, NACHA