INVEST IN KAPITALWISE TODAY!
We’ve seen YoY revenue growth of 150% from 2018-2019, and have secured early contracts with Bank Of America, Standard Chartered Bank, and ABSA in addition to partnerships with Finastra and ICBA
A team with over 150 years of combined experience guiding FinTech development, data science, and business development
The market for FinTech (already $127.66B globally) is predicted to become a major disruptor for the wider financial market space
KapitalWise is a FinTech company providing client relationship solutions to financial institutions to enable them to increase efficiency and user experience. Our platform analyzes data from a variety of sources with the goal of identifying life, financial and credit events to help financial institutions engage with customers at the moment they need the service the most.
Sajil Koroth
CEO and Founder
Paul Stamoulis
Chairman of the Board
Raymond Tuckler
Director of Business Development
Raymond holds a Bachelors Degree in economics from The City College of New York.
Manuel Morales Phd.
Scientific Advisor
Ashish Sahu
Lead Data Scientist
Sohail Khan
Software Developer
Rajitha Lakshmanan
Board Member and Engineering Advisor
Maximum Number of Shares Offered subject to adjustment for bonus shares
Company | : | KapitalWise, Inc. |
Corporate Address | : | 43 West 23rd Street, New York, NY 10010 |
Offering Minimum | : | $9,998.94 |
Offering Maximum | : | $432,997.32 |
Minimum Investment Amount(per investor) | : | $249.90 |
Offering Type | : | Equity |
Security Name | : | Common Stock |
Minimum Number of Shares Offered | : | 6,802 |
Maximum Number of Shares Offered | : | 294,556 |
Price per Share | : | $1.47 |
Pre-Money Valuation | : | $14,988,458.10 |
*Maximum Number of Shares Offered subject to adjustment for bonus shares. See Bonus info below.
COVID Relief
This offering is being conducted on an expedited basis due to circumstances relating to COVID-19 and pursuant to the SEC’s temporary COVID-19 regulatory relief set out in Regulation Crowdfunding §227.201(z).
Expedited closing sooner than 21 days.
Further, in reliance on Regulation Crowdfunding §227.303(g)(2) A funding portal that is an intermediary in a transaction involving the offer or sale of securities initiated between May 4, 2020, and August 31, 2020, in reliance on section 4(a)(6) of the Securities Act (15 U.S.C. 77d(a)(6)) by an issuer that is conducting an offering on an expedited basis due to circumstances relating to COVID-19 shall not be required to comply with the requirement in paragraph (e)(3)(i) of this section that a funding portal not direct a transmission of funds earlier than 21 days after the date on which the intermediary makes publicly available on its platform the information required to be provided by the issuer under §§227.201 and 227.203(a).
Voting Rights of Securities Sold in this Offering
Voting Proxy. Each Subscriber shall appoint the Chief Executive Officer of the Company (the “CEO”), or his or her successor, as the Subscriber’s true and lawful proxy and attorney, with the power to act alone and with full power of substitution, to, consistent with this instrument and on behalf of the Subscriber, (i) vote all Securities, (ii) give and receive notices and communications, (iii) execute any instrument or document that the CEO determines is necessary or appropriate in the exercise of its authority under this instrument, and (iv) take all actions necessary or appropriate in the judgment of the CEO for the accomplishment of the foregoing. The proxy and power granted by the Subscriber pursuant to this Section are coupled with an interest. Such proxy and power will be irrevocable. The proxy and power, so long as the Subscriber is an individual, will survive the death, incompetency and disability of the Subscriber and, so long as the Subscriber is an entity, will survive the merger or reorganization of the Subscriber or any other entity holding the Securities. However, the Proxy will terminate upon the closing of a firm-commitment underwritten public offering pursuant to an effective registration statement under the Securities Act of 1933 covering the offer and sale of Common Stock or the effectiveness of a registration statement under the Securities Exchange Act of 1934 covering the Common Stock.
Investment Incentives and Bonuses*
Time-Based:
Friends and Family Early Birds
Invest within the first 72 hrs and receive an additional 20% bonus shares.
Very Early Bird Bonus
Invest within the first week and receive an additional 15% bonus shares.
Early Bird Bonus
Invest within the first two weeks and receive an additional 10% bonus shares.
Amount-Based:
$500+ | Silver Tier
Access to KapitalWise quarterly investor update emails to stay up to date on new product launches, partnerships, customer lists, and team updates.
$1,000+ | Gold Tier
KapitalWise T-Shirt + Access to KapitalWise quarterly investor update emails + 5% bonus shares.
$5,000+ | Platinum
Gold Tier Perk + 15% bonus shares.
$10,000+ | Diamond Tier
Gold Tier Perk + 20% bonus shares.
The 10% Bonus for StartEngine Shareholders
KAPITALWISE, Inc., will offer 10% additional bonus shares for all investments that are committed by investors that are eligible for the StartEngine Crowdfunding Inc. OWNer's bonus.
This means eligible StartEngine shareholders will receive a 10% bonus for any shares they purchase in this offering. For example, if you buy 100 shares of Common Stock at $1.47/ share, you will receive 110 shares of Common Stock, meaning you'll own 110 shares for $147. Fractional shares will not be distributed and share bonuses will be determined by rounding down to the nearest whole share.
This 10% Bonus is only valid during the investors eligibility period. Investors eligible for this bonus will also have priority if they are on a waitlist to invest and the company surpasses its maximum funding goal. They will have the first opportunity to invest should room in the offering become available if prior investments are cancelled or fail.
Investors will only receive a single bonus, which will be the highest bonus rate they are eligible for.
*All perks occur when the offering is completed.
Irregular Use of Proceeds
The Company might incur Irregular Use of Proceeds that may include but are not limited to the following over $10,000: Salary payments made to one’s self, a friend or relative.
04.30.21
Hey,
In case you missed yesterday’s email, I want to warn you that this will be your absolute LAST and FINAL chance to invest in our crowdfunding campaign before the deadline...
If you've been putting it off then here it is...
Invest in Kapitalwise before the door closes for good!
Let’s finish strong!
Best,
Team Kapitalwise Inc.
04.29.21
The Kapitalwise team is extremely appreciative of the support and investment so far, with over $315,000 raised. This is the last chance to invest in this offering as the campaign is about to expire.
Thanks,
Team Kapitalwise
04.27.21
Hi,
Excited to share the news. Kapitalwise has been invited to participate in the Plug and Play Fintech accelerator. Plug and Play Fintech was launched in 2015 and has accelerated unicorns such as BigID.
https://www.plugandplaytechcenter.com/fintech/
Your last chance to invest in this round
This campaign will end in 3 days and this is the last chance to invest in Kapitalwise before the valuation goes up. So, to the investors who haven’t invested yet, this is a great time to hurry up and take action now!
Thanks,
Team Kapitalwise Inc.
04.23.21
We have been blown away by the positive response to our equity crowdfunding campaign! Due to the momentum, we have decided to end this campaign on April 30th.
Hurry up and invest in the next generation customer engagement automation platform for financial institutions.
Thanks,
Team Kapitalwise
04.15.21
Hi,
Kapitalwise extends its AI customer engagement platform to wealth management and independent RIAs.
With nearly two-thirds of millennial investors preferring an online access point for their investment advice, not having a robust digital offering will be a long-term detriment to even the most qualified and respected investment advisors.
Koin™️ is a digital wealth management tool designed to deepen traditional wealth management relationships.
Ex UBS and Morgan Stanley executive, Sean Parker who recently joined Kapitalwise as the Chief Strategy Officer will lead this new initiative for Kapitalwise.
Thanks,
Team Kaptialwise
04.08.21
How do we exceed customer expectations in the most unexpected ways?
Do you ask them directly or make a random guess and pray for a strikethrough?
Financial institutions aren't fully digital or traditional. Due to diverse consumer segments, forecasting consumer needs calls for a balance between the two.
Here’s an easy-read white paper to help FI marketers get that grip on customer expectations and set better marketing priorities for 2021.
https://kapitalwise.com/whitepaper/Balancing_The_Books_of_Customer_Expectations.pdf
Thanks,
Team Kapitalwise
03.24.21
Hi,
We are excited to announce that as of 03/24, we have raised $305K out of our $433K goal. The campaign has gained 419 investors and 1K followers, with an average investment amount is $690.00.
If you are considering an investment, this might be the right time to do so.
Thank you for the continued support.
Thanks,
Team KapitalWise
03.17.21
[The following is an automated notice from the StartEngine team].
Hello!
As you might know, KapitalWise has exceeded its minimum funding goal. When a company reaches its minimum on StartEngine, it's about to begin withdrawing funds. If you invested in KapitalWise be on the lookout for an email that describes more about the disbursement process.
This campaign will continue to accept investments until its indicated closing date.
Thanks for funding the future.
-StartEngine
03.09.21
Hi All,
We are excited to announce that KapitalWise Inc. has been invited to join The SDG Impact Accelerator (SDGia) program for financial inclusion.
SDGia is a novel initiative that leverages the SDGs to serve complex challenges faced by forcibly displaced populations and Least Developed Countries (LDCs) by funneling highly innovative solutions and convening private and public stakeholders around specific development challenges. SDG is backed by organizations such as the Bill & Melinda Gates Foundation and the Republic of Turkey.
Thanks,
Team KapitalWise
03.02.21
[The following is an automated notice from the StartEngine team].
Hello!
As you might know, KapitalWise has exceeded its minimum funding goal. When a company reaches its minimum on StartEngine, it's about to begin withdrawing funds. If you invested in KapitalWise be on the lookout for an email that describes more about the disbursement process.
This campaign will continue to accept investments until its indicated closing date.
Thanks for funding the future.
-StartEngine
StartEngine Owner’s Bonus
This offering is eligible for the StartEngine Owner’s 10% Bonus program. For details on this program, please see the Offering Summary section below.
Silver Tier
Access to KapitalWise quarterly investor update emails to stay up to date on new product launches, partnerships, customer lists, and team updates.
Gold Tier
KapitalWise T-Shirt + Access to KapitalWise quarterly investor update emails + 5% bonus shares.
Platinum Tier
Gold Tier + 15% bonus shares.
Diamond Tier
Gold Tier + 20% bonus shares.
0/2500
Cancel anytime before 48 hours before a rolling close or the offering end date.
We want you to succeed and get the most out of your money by offering rewards and memberships!
Your info is your info. We take pride in keeping it that way!
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