Calgary-grown financial technology firm Katipult catapulted into the limelight recently by clinching the prestigious “Workflow Tech of the Future” accolade at the recent Banking Tech USA Awards.
The award recognized Katipult’s role in transforming and digitizing capital markets, helping firms facilitate the creation, launch, and closing of private transactions.
“Our singular mission is to deliver the industry’s best in class platform so our customers can adapt, evolve, and thrive in an increasingly competitive industry landscape,” stated Gord Breese, Katipult President and CEO.
At the heart of Katipult’s success lies their innovative DealFlow product: a platform that delivers efficiencies, cost savings, and enhanced customer experiences for investment dealers, wealth management firms, and banks.
It’s a “smarter way to raise capital,” according to the company.
Operating at the forefront of the financial services industry, Katipult’s DealFlow offers a one-stop platform for alternative investments. The platform has been designed to streamline the process of buying and selling securities, with compliance workflows and eSignature technology embedded within the platform. This combination ensures transparent documentation and Know Your Customer checks.
The platform supports a range of investment vehicles, from Real Estate Investment Trust funds to Private Equity and Commercial Real Estate. DealFlow’s capabilities extend to both accredited and retail investors, delivering a frictionless user experience with smart forms for quick onboarding.
Katipult introduces “compelling new efficiencies and benefits to the capital-raising and debt financing process,” according to Claire Johnson, President of TSX Trust.
The value of Katipult’s DealFlow is exemplified by its impressive metrics: $4 billion in capital raised, more than 3,500 deals executed, and over 176,300 investor accounts opened. These figures underscore DealFlow’s potency in automating workflow in capital markets, eliminating transaction redundancy, and bolstering compliance.
Customers such as Raymond James, with 8,000 advisors managing client assets of $1 trillion, share “our vision to modernize private capital markets,” according to Breese.
Complementing its core platform, Katipult provides a suite of modules. DealFlow Core fast-tracks the execution of private capital deals, while DataHub accelerates account opening by synchronizing with book-of-record data. The Marketing module distributes deal information, tracks investor interest, and ensures compliance with an automated multi-stage workflow.
Katipult also offers an Online Deal Marketplace, which centralizes all private placements currently offered by the firm.
Founded by Brock Murray and Pheak Meas in 2015, Katipult is a public company listed on the Toronto Venture Exchange under the ticker symbol FUND.
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