# Katipult Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Katipult Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/218058/Katipult

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# 

 Katipult Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Katipult

## What is Katipult?

SaaS platform that powers the exchange of private capital in equity and debt markets and automates back-office processes. Katipult caters to equity capital markets, wealth management and alternative investment groups at investment banks, real estate and crowdfunding firms. Katipult's product covers all aspects of private deal management including issuer qualification, investor onboarding and KYC, and deal brokering and syndication.

## What is Katipult used for?

[Equity Management](https://www.capterra.com/equity-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

CA$5000

Per User, Per Month

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Katipult?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://katipult.com&name=Katipult)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Katipult

4.0 (1)

VS.

[4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/)

Starting Price

CA$5000

Per User, Per Month

Starting Price

$200

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.0 (1)

Ease Of Use

4.8 (83)

Value For Money

5.0 (1)

Value For Money

4.8 (82)

Customer Service

5.0 (1)

Customer Service

5.0 (83)

## Katipult alternatives

[4.7 (9)](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/reviews/)

Starting price

$3.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.0 (1)](https://www.capterra.com/p/10009276/CompTrak-Equity-Plan-Management/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[SeedLegals](https://www.capterra.com/p/172337/SeedLegals/)

[4.9 (83)](https://www.capterra.com/p/172337/SeedLegals/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/172337/SeedLegals/)

Highest Rated

[Vestd](https://www.capterra.com/p/207791/Vestd/)

[4.9 (97)](https://www.capterra.com/p/207791/Vestd/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/207791/Vestd/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

API

Application programming interface that allows for integration with other systems/databases

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Deal Management

Defines specific deal parameters to negotiate and secure deals

Document Management

Store, manage, and track all electronic documents in a centralized location

Document Storage

Store and organize documents in a centralized system

Investor Reporting

Compile and report on all investor activities

Katipult 7 features

Application programming interface that allows for integration with other systems/databases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Defines specific deal parameters to negotiate and secure deals

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Compile and report on all investor activities

Shares and stocks owned by individuals in a company that is not trading publicly in the stock market

Features

4.0 (1)

4.0

Based on 1 reviews

## Pricing

Value for money

5.0 (1)

Basic

CA$5,000

Per User,Per Month

Value for money

5.0 (1)

5.0

Based on 1 reviews

## Support, customer service and training options

Customer Service

5.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

4.0

Based on 1 reviews

Filter by rating

5(0)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

SH

Spencer H.

CEO

Financial Services

### "Great Value For Website Solutions And Technology Customer Support"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 30, 2021

Our overall experience with Katipult was pretty great. Its customer support is very responsive, its software is easy to use, and its product powers regulation approved companies. The company also continues to expand its website applications and features. If you are looking for a great value technology provider in the equity crowdfunding space, Katipult should be a highly ranked option.

Pros

The overall product is easy to use and allowed our company to enter our market quickly. Katipult is also priced competitively to other white label technology providers.

Cons

The website can be difficult to integrate with other third party technology providers (e.g. integrating APIs) and is currently website solution only (no ios/ android etc.). However, Katipult is constantly adding new features to its product roadmap and its customer support team is willing to work with you on your business goals.

Reasons for choosing Katipult

Great customer relations and pricing.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

April 5, 2021

Thanks for the review Spencer. We have recently enhanced and productized our own API for connectivity to other systems while also recently adding integrations related to payments and reporting.

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