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Description
Empowering entrepreneurs to expedite their fundraising efforts and helping investors secure the most suitable deals. Our data-driven processes cater to both founders and investors alike. With a comprehensive fundraising platform at your fingertips, the process of raising capital doesn't need to consume all your time. Navigating the complexities of fundraising, from determining the right amount to raise to establishing an appropriate valuation, can be daunting. That’s precisely why we have developed tools designed to assist you in determining the best terms for your venture. Kickstart your fundraising connections with our tailored Investor database, allowing you to identify investors who can significantly enhance your company's prospects. Enjoy an optimized deck-sharing experience specifically created for fundraising scenarios. Captivate investors using a proven one-pager that summarizes your company’s background and funding round details, with all interactions tracked in real time. Focus your efforts on nurturing portfolio companies and making informed investments instead of getting bogged down in spreadsheets and email correspondence. Streamline your deal flow through your secure and private FlowlLink, ensuring that you never miss out on any opportunities that come your way. With these resources at your disposal, the path to successful fundraising becomes much clearer and more manageable.
Description
DealFlow serves as a comprehensive platform for providing alternative investment options to affluent clients. Users can explore various funds and opportunities, seamlessly engaging in structured workflows and required documentation that facilitate participation in deals with just a few clicks. The design prioritizes a user-friendly investor experience, incorporating intelligent onboarding forms that feature real-time verification of documents and an efficient KYC process, ultimately making the experience swift and minimizing the likelihood of errors. Additionally, DealFlow presents FINRA-regulated professionals with the most rapid and effective method to transact securities on behalf of their clients. Integrated compliance procedures are an essential part of the platform, while Katipult’s eSignature technology guarantees complete transparency in documentation and KYC processes. With its commitment to innovation, DealFlow is poised to redefine the landscape of alternative investments for high-net-worth individuals.
API Access
Has API
API Access
Has API
Pricing Details
$40 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Flowlie
Website
www.flowlie.com
Vendor Details
Company Name
Katipult
Founded
2014
Country
Canada
Website
www.katipult.com
Product Features
Fundraising
Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management