Katipult provides alternative investment solutions that standardizes workflow between compliance, syndication, and financial advisor teams.

Powerful dashboards for alternative investment solutions 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 cloud-based digital infrastructure to facilitate the creation, launch, and closing of new issue transactions with real-time updates. Katipult DealFlow delivers ease and efficiencies to the book runner and all syndicate members in public and private 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, dramatically reduce errors, and create compliance audit trails. Stay on the right side of regulation while, at the same time, opening deals to a broader number of investors.