DealPoint Capital

What DealPoint Capital does

DealPoint Capital (legally DealPoint for Syndicates Inc.) is a Calgary, Alberta-based SaaS company founded in 2017 by Sandi Gilbert and J.R Richardson to digitize and automate private capital raising workflows that were historically paper-based and regulator-heavy. The platform is purpose-built for the Canadian exempt market and adjacent US activity, serving exempt market dealers (EMDs), venture funds, angel networks and investor syndicates, fund managers, founders running SPVs, securities lawyers, and startup accelerators. Named customers and case studies span financial services (Waverley Corporate Financial Services, Enoch Wealth, Easy Invest, ICM Asset Management), venture capital (Pulse Venture Partners, Thin Air Labs, Koan Capital, Sprout Fund), healthcare technology (AIoT Health, Rocket Doctor), real estate (Optima Living), incubators (North Forge Technology Exchange), and Indigenous economic development (Métis Settlements Development Corporation).

The core technology is a cloud-native SaaS platform hosted on AWS in Montreal, structured around a set of integrated modules: Subscription Agreements with auto-completed documents routed for e-signature; an Investor Access portal for guided, pre-populated onboarding accessible on any device; Document Workflows with real-time investor status tracking; branded Dealrooms on Demand; permission-based Compliance Dashboards covering KYC, AML, PEP, and suitability checks; SPV creation with turnkey GP setup in 24–48 hours; and integrated payment processing via a Canadian processor and Zum Rails, including Registered Plan trustee integration. Product lines are segmented by use case: Brokered Workflow for EMDs, Syndicate for angel and investor groups, Founder SPV for single-deal raises, Fund for committed-capital vehicles, and Venture Suite for early-stage data rooms and closings. The 2026 launch of a Turnkey Venture Fund Platform with Dentons extends the stack into full fund formation, LPA preparation, administration, and annual reporting for emerging managers.

DealPoint monetizes primarily through annual subscription licenses sold quote-based to licensed clients (EMDs, venture funds, angel networks), with optional managed services for SPV setup and fund administration layered on top. Distribution is enterprise field sales augmented by a website solution finder, demo requests, and a growing network of partnerships — including NACO, Fintech Cadence, Dealum, North Star Solutions, AWS, Thirdstream, Zum Rails, and Dentons — that drive both referrals and ecosystem integration. The platform reports $1B+ in cumulative financial transactions supported across 15,000+ investors and 950+ offerings, with 27,000+ investments executed, and is winner of the 2023 Digital Commerce Calgary Fintech Awards top prize ($125K non-dilutive). The company is privately held and founder-led, with no disclosed institutional funding rounds in the available data.

Name

DealPoint Capital

Legal name

DealPoint for Syndicates Inc.

Website

https://web.dealpoint.ca

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

DealPoint Capital is a Calgary-based SaaS platform that digitizes investor onboarding, subscription documents, SPV setup, and compliance workflows for exempt market dealers, venture funds, angel networks, and founders raising private capital in Canada and the United States.

Ownership category

akta.pro rank

Product category

Private Capital Markets SaaS

NAICS

Software Publishers (513210)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Business-for-Sale Marketplaces & Listing Platforms (FSAEAIAK)

akta.pro secondary industry

Vendor & Contract Management (Software/Cloud) (BPAEAOAD)

Keywords

• Private capital markets
• Investor onboarding software
• Exempt market dealer software
• SPV syndicate management
• Fund administration platform

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. SaaS Platform Subscription: DealPoint licenses its technology platform to exempt market dealers, venture funds, and other licensed clients. The platform supports brokered capital raises, syndicate structures, and fund administration with subscription-based pricing.
2. Managed Services (Optional): Optional managed services for fund administration, legal and accounting support for syndicates and funds. Includes turnkey SPV setup with all accounting and legal aspects taken care of.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels9 records

Core offering

DealPoint Capital licenses a cloud-based SaaS platform that digitizes and automates investor onboarding and investment execution for the Canadian and US private capital markets. The platform enables exempt market dealers, fund managers, angel syndicates, and founders to manage subscription agreements, KYC/AML/suitability checks, dealrooms, capital calls, and fund administration within an invite-only workflow, with optional managed services for legal and accounting.

Product overview

DealPoint is a Canadian SaaS platform offering a unified technology solution for private capital raising. The core DealPoint Platform provides investor onboarding, document management, dealrooms, compliance tracking, and capital administration, supplemented by specific product lines: Brokered Workflow for exempt market dealers; Syndicate and Founder SPV for pooled investment vehicles; Fund for fund formation and administration; and Venture Suite for early-stage capital. All products integrate with the platform's document workflows, compliance dashboards, and investor access modules, enabling issuers, investors, and dealers to manage private placements, SPVs, and fund operations within a single secure system.

Differentiator

Problem solved

Functional benefit

Products and services

• DealPoint Platform Core SaaS platform that digitizes investor onboarding and investment execution for private capital raises. Provides investor onboarding, subscription agreement automation, document workflows, dealrooms, KYC/AML/suitability checks, compliance dashboards, and capital administration for licensed clients.
• Brokered Workflow

Quantifiable outcome

• $1B+ in financial transactions supported across 15,000+ investors and 950+ offerings
• +4 more outcomes

Named customers15 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature8 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• DentonscoreStrategic or Co-development Partner · 6 May 2026DealPoint and Dentons launched a turnkey venture fund platform for emerging fund managers. The collaboration combines Dentons' legal expertise in preparing venture-focused documents with DealPoint's technology and operational experience, delivering an integrated offering that includes LPA and supporting legal documentation, fund formation, administration, investor onboarding, and annual reporting within a single platform.
• Fintech CadencecoreStrategic or Co-development Partner · 18 September 2024Partnership to advance the fintech founder experience. DealPoint provides SPV setup in 48 hours, investor onboarding, document management, and SPV management. Fintech Cadence focuses on educating fintech talent, collaborating with stakeholders to solve fintech challenges, and supporting early-stage fintech startups across Canada.
• Métis Settlements Development Corporation (MSDC)coreStrategic or Co-development Partner · 11 June 2024Partnership to provide comprehensive fund administration services for MSDC's newly established impact fund. The Métis Settlements Impact Fund is a $100 million Indigenous-led impact fund focused on investments that advance Indigenous economic reconciliation. DealPoint provides technology-forward fund administration solutions.
• DealumcoreStrategic or Co-development Partner · 7 May 2024Partnership to streamline deal-flow for Canadian angel investing. Dealum provides an investor group collaboration platform for angel groups, while DealPoint brings capital raising solutions including investor onboarding, document management, and SPV management. The collaboration aims to bridge the gap between angel investors and startups.
• North Star SolutionscoreStrategic or Co-development Partner · 22 April 2024Partnership to innovate in the Canadian exempt market dealer sector. North Star provides Compliance as a Service (CaaS), management consulting, and legal advice specializing in AML, securities, and privacy regulations. Combined with DealPoint's workflow technology, the partnership provides a seamless, secure, and efficient experience for investors, issuers, and brokers.
• National Angel Capital Association (NACO)minorGTM or Marketing PartnerIndustry association partnership with Canada's national angel capital organization to support the startup investment ecosystem
• The 51minorGTM or Marketing PartnerPartner organization supporting women in fintech and investment

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Carta: Carta is a leading private market platform for cap table management, fund administration, and investor onboarding. It is the most direct global competitor in digitizing private capital workflows, spanning SPVs, funds, and equity management, just like DealPoint's core platform.
• AngelList: AngelList operates rolling funds, syndicates, and SPVs for venture and angel investing. It directly overlaps with DealPoint's Syndicate and Founder SPV products, serving the same early-stage investors, founders, and emerging fund managers.
• FrontFundr: FrontFundr is a Canadian online private market investment platform that enables issuers to raise capital and investors to access private offerings. It directly competes with DealPoint in the Canadian private placement market with overlapping issuer and investor services.
• Juniper Square: Juniper Square provides fund administration and investor reporting software for private equity, venture, and real estate fund managers. It is highly comparable to DealPoint's Fund product line and investor portal capabilities.
• Visible.vc: Visible.vc offers investor reporting, fund administration, and cap table tools designed for emerging managers and venture funds. It targets the same emerging fund manager segment that DealPoint serves with its Fund product.

Broad incumbents

• iCapital: iCapital is a large-scale platform for alternative investments, providing fund administration, investor onboarding, and access to private markets for advisors and wealth managers. It is broader in scope than DealPoint but overlaps in private fund operations and investor workflows.
• Intralinks (SS&C): Intralinks, now part of SS&C, provides virtual data rooms and deal management for M&A, capital markets, and alternative investments. It overlaps with DealPoint's dealroom and document workflow features at a larger, more enterprise scale.
• DocuSign: DocuSign is a broad digital agreement and e-signature platform used across many industries including financial services. While it overlaps with DealPoint's subscription document workflows, it is not specialized for private capital markets compliance.

Emerging players

• Dealum: Dealum is an angel investing collaboration platform focused on deal flow, due diligence, and investor relations for angel groups. DealPoint has a formal partnership with Dealum, and their offerings are complementary for the Canadian angel ecosystem.
• Pillar: Pillar offers private market investor relations and fund administration tooling for GPs and fund managers. It is comparable to DealPoint's investor access and reporting functionality, though focused on a different market segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/dealpointcanada
• YouTubeyoutube.com/@dealpointcapital/featured
• LinkedInlinkedin.com/company/privatecapital
• Facebookfacebook.com/DealPointCanada

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about DealPoint Capital