Alliance Category: Capital Raising & Services


DealPoint is a platform to digitize and automate investor onboarding and investment execution.

Much of the private capital investment process is complex and laborious, with complex jurisdictions regulations, lots of paperwork, errors & re-work, time, etc. 

Our aim is to simplify the private investment execution offering a user-friendly online onboarding workflow that makes the investment process simple, as well as an auditable console which tracks the investment process for the investment advisors.

At DealPoint, we’ve made this complicated, manual process of raising private capital simple, reducing expenses by accelerating workflow & efficiency.  

Contact Info:

Sandi Gilbert
[email protected]
[email protected]
+1(403) 471-6306

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