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Katipult

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About Katipult

Katipult is a crowdfunding software platform from Katipult Group Inc. that supports investment management and fundraising. It provides features such as a customizable investment portal, compliance management tools, and investor onboarding processes so users can manage their fundraising campaigns effectively. Katipult also offers analytics and reporting capabilities to track investment performance and investor engagement. The platform is designed for various fundraising scenarios, including equity crowdfunding, debt crowdfunding, and real estate investments. Key capabilities: customizable investment portal compliance management tools investor onboarding processes analytics and reporting campaign management Best for: startups and businesses that need to raise funds through crowdfunding platforms.

Katipult Details

Vendor
Katipult Group Inc.
Year Launched
Location
601 10 Ave SW, Calgary, AB T2R 0G2, Canada
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian
Users
Issuer, Investor, Fund Manager, Compliance Officer, Regulator
Industries Served
Banking, Finance, Real Estate, Crowdfunding, Private Equity, Venture Capital
Tags
Equity Management, Investment Management, Fintech, Capital Markets, Crowdfunding, Compliance, Automated Reporting, Investor Relations, Online Platform, Fundraising

Katipult's In-App Market Place

Does Katipult have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

9

Mini Apps

1. Payment Gateway Integration: Allows users to securely process payments through various payment gateways such as Stripe

PayPal

and Square.

2. Document Management: Provides a centralized platform for storing and managing investment-related documents and files.

3. Investor Dashboard: Offers investors a user-friendly interface to track investments

view reports

and communicate with fund managers.

4. Compliance Tools: Assists in ensuring regulatory compliance by automating various compliance tasks and tracking compliance activities.

5. Reporting Tools: Generates customizable reports and analytics to help users gain insights into their investment performance and make informed decisions.

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), CAD (CA$), EUR (€), GBP (£), AUD (A$), JPY (¥), CHF (CHF), HKD (HK$), SGD (S$), CNY (¥), INR (₹)

Pros & Cons

  • Enables efficient equity management for investors
  • Facilitates streamlining of investment processes
  • Helps in increasing transparency and security in investment management
  • Provides customizable solutions for different investment needs
  • Improves accuracy in tracking investments and generating reports
  • Complicated user interface making it difficult for new users to navigate
  • Limited customization options for branding and design
  • Relatively high pricing compared to competitors
  • Lack of integration with popular third-party tools and software
  • Limited customer support options, especially for smaller clients

Katipult's Support Options

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