- Katipult (FUND) has signed an expanded software license agreement with Raymond James
- The expanded agreement details the development of DealFlow Marketing, a new module to provide Raymond James’ teams with automated distribution to share deal information, monitor investor interest and secure investor commitments
- Since 2021, Raymond James’ financial advisors have used Katipult’s DealFlow to efficiently close clients’ private placements
- Katipult Technology provides award-winning software infrastructure for the exchange of capital in equity and debt markets
- Katipult (FUND) is up by 5 per cent, trading at $0.105 per share
Katipult (FUND) has signed an expanded software license agreement with Raymond James.
Raymond James is one of North America’s leading diversified financial services companies. It employs 8,700 financial advisors and holds more than US$1.17 trillion in client assets across the globe.
Since 2021, Raymond James’ financial advisors have used Katipult’s DealFlow to efficiently close clients’ capital raises through private placements.
The expanded agreement details a collaboration on the development of DealFlow Marketing, a new module to provide Raymond James’ private placement and financial advisor teams with automated, multi-staged distribution to share deal information, monitor investor interest and secure investor commitments.
Katipult will make the module available to other DealFlow customers through 2023.
Katipult Technology provides award-winning software infrastructure for the exchange of capital in equity and debt markets.
Katipult (FUND) is up by 5 per cent, trading at $0.105 per share as of 12:07 pm EST.