Empower Your Organization, Future
Proof Your Business

Everything you need to transform your operations, stay
competitive, and protect your margins


Contact Us >

Empower Your Syndication Team

Managing distribution and distribution strategy with manual, offline workflows largely revolves around ensuring subscription documents are executed correctly and returned in a timely manner. Its highly likely an Investment Advisor or an Investor makes a mistake during this process as manually filling out complex documentation is often error-prone. Missed signature fields, initials, check boxes, or incorrectly checked investor exemptions are commonplace in a high percentage of returned documentation. Manual, ad hoc systems to reduce errors in this process are time consuming, inefficient, and the opportunity costs are great.

Katipult provides a set of powerful, easy to use tools to assist syndication teams to create interactive marketing web pages for deals, and distribute subscription documents with ease - requiring only the creation of a single subscription document template for each deal. With Katipult, the error rate on subscription documents will be reduced to zero, Investment Advisors can complete their allocations expediently, and all transactional activity will be centralized and monitored in real-time.

Empower Your Compliance & Syndication Team
Centralized Deal Rooms

Centralized Deal Rooms

Create aesthetically appealing and informative marketing pages for deals.

Auto-Formatted Subscription Documents

Auto-Formatted Subscription Documents

Ensure consistency and accuracy from all deal participants.

Document Generation

Document Generation

Standardize all subscription documents and eliminate all errors.

Real-Time Dashboards

Real-Time Dashboards

Review the status of all subscription documents for every active deal in real-time to see what is complete and pending signature.

Controlled Deal Access

Controlled Deal Access

Limit participation access to specific Investment Advisors, Investment Advisor Teams, or Investors.

Are You Ready For Digital Transformation?

Learn how Katipult can empower your team to focus on value added work