Katipult is the white-label deal platform behind three revenue segments — Debt & Lending, Canadian Equity, and Global Equity. Shipped to 17 enterprise tenants across 6 continents. Co-founded, designed, and scaled to a TSX-V IPO.
One engine. DealFlow operator surface (left) · Lending marketplace (right) · same compliance, identity, audit, and payments primitives shared across all three revenue segments.
Katipult is a single white-label engine that ships three revenue segments — Debt & Lending, Canadian Equity, and Global Equity — to 17 enterprise tenants across 6 continents on one codebase. Configurable brand tokens, jurisdictional rules, and feature flags swap per tenant. Audit-by-default. Multi-jurisdiction by design. The platform was the moat, not any single feature.
Co-founded the company with two others. Cross-functional collaboration with engineering, compliance, legal, and the design team informed the work — but the platform-level design ownership across DealFlow, Lending, and Donations & Rewards was mine.
"Everything was done through email, so there was just a lot of room for error and things took way longer than they needed to." A senior dealer in my research, describing the pre-platform state.
Wrong amounts. Missing signatures. Expired accreditation. Investment dealers were managing private placements through email chains and spreadsheets. ECM teams spent weeks chasing documents instead of closing deals. Every handoff across the deal lifecycle was a manual spreadsheet, an email, or both. Ten stakeholders, twelve handoffs, no source of truth.
Research surfaced the pattern across every dealer: the platform's value wasn't any single feature.
It was the elimination of every handoff. Dealers weren't paying for subscription agreement software or for offering wizards. They were paying for one source of truth that every stakeholder (ECM team, compliance, wealth management, legal, issuer, investor) could trust. The team framed the problem across three structural needs: issuers needed to launch offerings without waiting weeks for legal setup. Investors needed transparency into deal status and portfolio performance. Compliance needed every transaction auditable end to end.
The market context: $919B in annual private deal volume globally (World Bank / McKinsey). Private capital markets growing 8× since 2000 vs 3× for public markets. The digital infrastructure for that growth was almost entirely embryonic.
How might we replace email-based private placement management with an end-to-end platform that reduces close time by 48% and eliminates document errors, for investment dealers operating across multiple regulatory jurisdictions?
Katipult is a single configurable engine — multi-tenant, multi-jurisdiction, white-label by default. Three product verticals ship on it.
One codebase, 17 enterprise tenants, 6 continents. Brand settings, jurisdictional rules, and feature toggles swap per deployment. The engine stays unified. Migrating off Katipult meant rebuilding five separate vendor stacks — dealers stayed because the platform had absorbed the coordination problem.
Designed the multi-tenant configuration UX, brand-token pipeline, and platform-level pattern library.
Private placement deal management for institutional broker-dealers. Issuer onboarding, allocations, e-signature, and compliance reporting in one workflow. DealFlow Mesh launched 2023 as the industry's first private capital network — real-time book building across ECM, wealth management, law firms, and issuers. Backed by $510K NRC IRAP funding.
Lead PD on DealFlow 2014–2020. Designed the lifecycle state machine, operator triage queue, and Mesh book-building canvas.
Three revenue segments, one codebase. Debt & Lending (small business + microfinance + P2P real-estate, e.g. Asterlend Singapore, BridgeKey Property Ireland). Canadian Equity (institutional placements + impact crowdfunding, e.g. Northpoint Impact). Global Equity (international land + impact + accredited cross-border, e.g. Hartwell Crowdvest UK, Pinevale Impact US, Pacific Crossing APAC). Compliance, identity, audit, and payments primitives shared across all three.
Designed the cross-vertical pattern library so a new vertical reused 80%+ of the existing primitives. Configurable rules engine + shared design tokens + tenant-scoped audit trail were the load-bearing decisions.
Every primitive a regulated deal needs — built into one platform with shared identity, shared audit, shared payments. Investors, issuers, broker/dealers, and legal teams operate from the same source of truth.
The same operator surface, configured for four enterprise tenants. Brand color, type system, corner radius, accent saturation — all swap per deployment via design tokens. Underlying data model, validation gates, audit trail, and compliance rules engine stay unified. This is what shipped to 17 enterprise tenants on one Katipult codebase.
17 tenants on this engine. The above shows four. Onboarding a new tenant: configure tokens, toggle products, scope jurisdictions, deploy. No codebase fork, no design-system rebuild, no per-tenant pattern library.
Three decisions on mobile. Same compliance flow, three different jurisdictional contexts. The platform routes investors through only the steps their jurisdiction and accreditation status actually require.
Legal residence, tax residence, and citizenship separated into three discrete decisions. Single-question screens kept abandonment under 5% on this step.
Accredited investor proof routed by status (income · net worth · institutional). Progressive disclosure shows only the documentation required for the chosen path.
9-step e-sign ceremony optimized for mobile completion. Document preview, identity bind, audit trail. ESIGN/eIDAS-compliant by default.
$2B+ capital processed across the platform's lifetime (2008–2025). 17 enterprise tenants across 6 continents on one Katipult codebase. 20+ regulatory jurisdictions. Three revenue segments (Debt & Lending, Canadian Equity, Global Equity) shipping on the same engine with zero per-segment codebase overhead.
Method: $2B+ aggregated from internal platform throughput logs across all tenants over 17 years.
$647M facilitated in 2023 (71% YoY vs $378M in 2022, against market headwinds). $545M from enterprise tenants alone (up from $318M). 55% more deals launched YoY. 19,018 transactions. Average transaction value grew from $48K to $78K (+63%).
Method: Annual rollup from platform transaction database. 2023 = full calendar year. Audited as part of TSX-V public reporting.
48% faster deal close (median time from offering launch → closing day). 98% reduction in NIGO documents (40% baseline → <1% post-platform). End-to-end workflow replaced spreadsheet-and-email handoffs with a single auditable source of truth. 47% → 85% investor onboarding completion rate.
Method: NIGO baseline measured pre-platform via dealer self-report; post-platform via in-app validation gate logs. Onboarding completion measured against Trulioo + internal KYC funnel.
Same Katipult engine, three segments: Debt & Lending (small business + microfinance + P2P real-estate; e.g. Asterlend Singapore, BridgeKey Property Ireland) · Canadian Equity (institutional placements + impact crowdfunding; e.g. Northpoint Impact) · Global Equity (international land + impact + accredited cross-border; e.g. Hartwell Crowdvest UK, Pinevale Impact US, Pacific Crossing APAC, Stoneferry Wealth Ireland). International deployments still operational years after initial launch.
Architecture as a business decision. A configurable white-label platform meant 17 enterprise tenants ran on one codebase with zero per-tenant overhead — that was the moat. Three revenue segments (Debt & Lending, Canadian Equity, Global Equity) shipped on the same engine because the design system, identity layer, and audit trail were tenant-aware from day one.
Design at the leadership table from a 3-person startup through TSX-V IPO and acquisition demonstrated that UX leadership drives revenue in enterprise fintech, not just usability scores.
The design work outlasted the company. BridgeKey Property (P2P property investment, Central Bank of Ireland-regulated, 8,000+ investors), AvviaCapital (Italian equity crowdfunding, MiFID-compliant), and Lighthouse Venture Exchange (Toronto innovation hub) are all still operational on Katipult years after launch.
Formalized UI kit and pattern library from year one, not year five. The first five years were ad-hoc components that created consistency debt requiring full audits before each major tenant launch.
Earlier structured user research. The founding team relied on intuition and tenant feedback for too long before establishing formal research practices — research arrived in year four when it should have arrived in year one.
Cleaner separation between investor-facing onboarding and admin-facing deal management from the product architecture level. The two workflows got tangled in the same information architecture for years before being split into distinct surfaces.
