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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.