FOR IMMEDIATE RELEASE
DealPoint Partners with North Star Solutions to Innovate in the Canadian Exempt Market Dealer Sector
CALGARY, AB — April 22nd, 2024 — DealPoint, a leader in capital market innovations, is excited to announce a strategic partnership with North Star Solutions (North Star), an industry-leading Canadian compliance and securities solutions firm. This collaboration is set to revolutionize the exempt market dealer space by integrating North Star's comprehensive compliance services with Deal Point’s cutting-edge technology.
Since its inception in 2011, North Star has been at the forefront of supporting businesses with its robust Compliance as a Service (CaaS) solutions, management consulting, and since 2023, legal advice. Specializing in AML, securities, and privacy regulations, North Star is dedicated to ensuring that wealth and asset managers thrive within Canada's complex regulatory framework.
The partnership with DealPoint introduces a dynamic investor platform to the Canadian exempt market dealer sector and is designed to streamline capital raises, optimize KYC processes, and enhance the suitability of obligations for exempt market dealers. This synergy leverages North Star's CaaS oZerings and DealPoint's workflow technology to provide a seamless, secure, and eZicient experience for investors, issuers, and brokers.
Now exempt market dealers have the ability to integrate North Star’s compliance services with DealPoint’s technology.
Key Benefits of the DealPoint Platform:
For Investors:
- Access to detailed, brand-specific data rooms for reviewing issuer details and oZerings on any device.
- Simplified investor onboarding with guided document completion and electronic signature features.
- Enhanced ID verification for first-time investors, reducing the need for multiple verifications.
- Pre-Authorized Payment Processing without additional investor fees.
- A centralized investor dashboard for document management, tax forms, and updates.
For Brokers:
- User-friendly data room creation with support for rich media and comprehensive oZering details.
- Customizable oZerings and jurisdictional setup options.
- Streamlined review and approval of investments for NorthStar personnel.
- Efficient tracking of investor status, document execution, and funds received.
- Integration with trustees for Registered Plan management.
- Simplified investment document and data file downloads for issuer communication.
For more details on our partnership services, please reach out to us at northstar@dealpoint.ca.
Media Contacts:
Marcie Jones
Head of Growth, DealPoint
Email: marcie@dealpoint.ca
Neville Joanes
Chief Executive Officer, North Star Solutions
Email: neville.joanes@northstarcompliance.com
FOR IMMEDIATE RELEASE
DealPoint secures victory at the 2023 Digital Commerce Calgary Fintech Awards
CALGARY, AB — October 4th, 2023
150 applicants. 25 selected companies. 12 finalists. 1 Winner: DealPoint!
Let's unveil the exciting news... After a rigorous selection process that began with 150 standout applications from fintech startups across Canada, DealPoint has emerged as the winner of the 2023 Digital Commerce Calgary Fintech Award. This prestigious recognition comes after months of intense competition and showcases DealPoint's innovative fintech solutions, solidifying its position as a frontrunner in the financial technology landscape.
Following careful evaluation by a panel of esteemed judges, the Top 12 startups were announced, each set to contend for over $375,000 in non-dilutive cash prizes. DealPoint, led by CEO and Founder Sandi Gilbert, stood out for its groundbreaking platform that digitizes investor onboarding and investment execution, bringing efficiency to the complex, paper-based fundraising process.
Sandi Gilbert, Founder & CEO at DealPoint, echoed the excitement of their big fintech award win, stating, "I'm really excited about what this means for the team to actually take it to the next level. The exposure has been fantastic. The team's really benefited from a lot of the workshops that we went through, and I'm just really excited about what the future looks like." This victory represents a significant step forward for DealPoint in the dynamic Calgary fintech landscape.
In a live pitch event at the Platform Innovation Centre in Calgary, DealPoint presented its innovative fintech solution to a judging panel composed of fintech experts and entrepreneurs from across Canada. The victory at the 2023 Digital Commerce Calgary Fintech Awards marks a significant milestone for DealPoint and underscores its commitment to reshaping and revolutionizing the fundraising technology industry.
DealPoint is honored to receive this award and extends its gratitude to its dedicated team, partners, and supporters who have played a pivotal role in this achievement. DealPoint's platform addresses the complexities of the $135 billion private capital market in Canada, focusing on streamlining compliance to make accessing capital more accessible and efficient. As the company continues to grow and innovate, it remains dedicated to its mission of streamlining the financial landscape and providing efficient solutions for companies, venture funds, angel networks, investment dealers, and securities lawyers.
DealPoint extends heartfelt congratulations to all 12 finalists and expresses gratitude to Jeff Smith at Digital Commerce Bank and Platform for their invaluable support.
The Runners-Up:
- 2nd Place - Blossom Social & Propra tied for second place and each take home $100,000
- Community Builder Award - Elev takes home $50,000
The Finalists: Bidmii, Credit App, LenderBidding, Expedier, Padder, Periculum, Quickly, Yield Exchange Inc.
About Dealpoint:
DealPoint is a leading platform for companies, venture funds, angel networks, investment dealers, and securities lawyers, offering solutions to digitize investor onboarding and execution.
For more information about DealPoint and its innovative fintech solutions, please visit DealPoint.ca
For media inquiries, please contact: info@dealpoint.ca
News and Press Releases
Discover the latest buzz about DealPoint in the media and explore our exciting Press Releases!