Katipult Investment Management Software

Investment
Management
Software

Introduce your investor network to a first class experience
"Katipult’s easy to use software allowed us to quickly get to market and launch a working platform to begin raising capital and managing investors."

Mirza Joldic

Founder & Chief Technology Officer, CAPFUNDR
Or Call us today! 1 (403) 457-8008

Managing your investors has never been easier

Manage your investors with full transparency and build trust within your entire investor network. Up-to-the-minute view of your entire investor network on a clean, visual dashboard.

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Popular features: CRM, Investor Servicing & Reporting, Dashboards

Bring more assets under management

Focus on your value-added work by easily managing the investor servicing & reporting cycles with activity dashboards, documents access, distribution processing, automated messaging, analytics, and financial advisor tools.

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Popular features: Transactions, Dashboards, Earnings page

Onboard your investors with a single click

Automated investor onboarding including KYC and AML checks. Quickly and easily distribute reports to your investors and allow investors to access items such as quarterly performance or tax statements instantly.

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Popular features: Cloud-based, 24/7 Access Online

Better understand your investors

Monitor investor behaviour with powerful activity reports, understand investor suitability and preferences, and plan for important and timely follow-ups.

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Popular features: CRM, Analytics & Smart Messaging

Everything you need to manage
your business with
our Industry Solutions

  • Real Estate Solution
  • P2P Lending Solution
  • Private Equity Solution

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Ready to revolutionize
your business?

Ask a Katipult expert:

  • How we can help you disrupt your industry
  • To see our software in action
  • To get an estimate about our services
  • General inquiries

We'll respond in 24-48 hours and you'll receive an email within the next 15 min where you can book a meeting with our expert.

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