KOAT Capital

As financial transactions continue to go digital, the need for robust financial crime and compliance solutions has never been more critical. At KOAT Capital, we understand the immense market potential and the pressing need for advanced compliance solutions in today's financial landscape. The global real-time payments market is set to grow from $17.57 billion in 2024 at a CAGR of 35.5%. The neo-bank market, projected to reach $143.3 billion by 2024, continues to expand rapidly. Investments in cybersecurity and fraud detection are expected to reach $300 billion this year. Financial institutions are under increasing pressure to comply with stringent regulatory requirements while managing rising compliance costs. Leveraging AI and advanced analytics, third-party FCC providers offer innovative solutions to streamline compliance, reduce operational costs, and mitigate risks. Dive deeper into the market size, the need for third-party FCC providers, and the transformative role of AI in our latest blog. Discover how these advancements are shaping the future of financial crime prevention and compliance. Read our latest blog here: https://lnkd.in/g8VUMz3i #FinancialCrime #Compliance #Fintech #Payments #Cybersecurity #AI #Innovation #KOATCapital #Blog

A healthy economy thrives on high productivity, leading to faster growth, more jobs, and higher wages. Yet, Canada has seen a significant decline in productivity compared to other G7 countries, second only to Italy. Discover the factors contributing to this decline and the crucial role that strategic investors, including family offices, investment funds, and capital markets advisors, play in reversing this trend. Learn how their strategic investments, support for SMEs, and focus on innovation and skills development are driving a more productive and prosperous future for Canada. Don't miss our latest blog post on boosting productivity for a healthier economy. Read more here: https://lnkd.in/gJNKfuEb #KOATCapital #Productivity #EconomicGrowth #Innovation #Investment #SMEs #SustainableGrowth #CanadaEconomy

KOAT Capital is pleased to announce the acquisition of Pelican AI, a pioneer in AI-powered payment and compliance solutions that has led the industry for 30 years. Together, we aim for global market expansion and new investment opportunities. This strategic move reinforces our commitment to financial and AI technology innovation and positions Pelican AI for significant near-term growth, backed by $22 million of reinvested capital, strong customer relationships, and favourable product feedback. With solid revenue, high gross margins, and a formalized expansion strategy, Pelican is set to lead the market and deliver exceptional value. Read the full release here: https://lnkd.in/gE9kk82m Stay tuned for more updates! #KOATCapital #PelicanAI #Innovation #FinTech #AI #GlobalExpansion #StrategicInvestment

KOAT Capital is pleased to announce our latest blog post: Revolutionizing Equity Fundraising. In today's rapidly evolving financial landscape, alternative investment options have become more crucial than ever. Traditional funding avenues often fall short for many small and medium businesses (SMBs), stifling innovation and growth. Our latest blog explores how innovative mechanisms like fractional investing and equity crowdfunding, exemplified by Scalio's Particle Platform, are filling this gap. Read the full blog post here and stay ahead in the world of innovative finance. https://lnkd.in/gzxhHdq7 hashtag #EquityFundraising #AlternativeInvestments #Crowdfunding #FinanceInnovation #KOATCapital #Scalio #ParticlePlatform #SMBGrowth

𝐇𝐨𝐰 𝐖𝐞 𝐀𝐥𝐦𝐨𝐬𝐭 𝐋𝐨𝐬𝐭 𝐭𝐡𝐞 𝐒𝐭𝐚𝐦𝐩𝐞𝐝𝐞 – 𝐓𝐡𝐞 𝐔𝐫𝐠𝐞𝐧𝐭 𝐍𝐞𝐞𝐝 𝐟𝐨𝐫 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 The recent water crisis in Calgary is a stark reminder of the urgent need to invest in and modernize our critical infrastructure. A catastrophic water main failure occurred on a line installed in 1975, disrupting the lives of over a million residents and countless businesses and highlighting the vulnerabilities in even well-maintained systems. While the actual cause has yet to be determined by an independent review, the incident exemplifies how aging infrastructure across North America is in dire need of attention. While water main breaks can oftentimes be rectified in a matter of days, severe instances like this one promise to last well into the summer. At KOAT Capital, we believe this situation underscores the growing importance of companies like Mission Critical Futures (MCF), which is dedicated to enhancing infrastructure resilience. MCF is at the forefront of addressing these challenges, focusing on water/wastewater, energy, and digital infrastructure. Need for More Critical Infrastructure Companies: The Calgary crisis revealed the widespread infrastructure deficits across North America. More companies specializing in critical infrastructure are urgently needed to meet the increasing demand for reliable and resilient systems. 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲: The critical water infrastructure protection market is projected to reach USD 333.70 billion by 2030, with a CAGR of 7.56%. This presents a significant opportunity for companies that can offer innovative and sustainable solutions. 𝐌𝐂𝐅'𝐬 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐢𝐧𝐠: With expertise in strategic advisory, engineering, and design, MCF is well-positioned to capitalize on this market opportunity, driving growth and enhancing infrastructure resilience across North America. 𝐏𝐫𝐨𝐯𝐞𝐧 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: MCF’s team brings decades of experience building and growing firms, ensuring they have the credibility and capability to close enterprise and government accounts. As we witness Calgary's challenges, it becomes evident that governments must consider proactive investment in critical infrastructure, which is not just necessary but urgent. Companies like MCF are prepared to meet these challenges and drive the future of resilient and sustainable infrastructure. Let's prioritize our infrastructure investments today to protect our communities and ensure a resilient future. #InfrastructureInvestment #CriticalInfrastructure #WaterCrisis #Sustainability #KOATCapital #MCF #Innovation #IIJA

𝐇𝐨𝐰 𝐖𝐞 𝐀𝐥𝐦𝐨𝐬𝐭 𝐋𝐨𝐬𝐭 𝐭𝐡𝐞 𝐒𝐭𝐚𝐦𝐩𝐞𝐝𝐞 – 𝐓𝐡𝐞 𝐔𝐫𝐠𝐞𝐧𝐭 𝐍𝐞𝐞𝐝 𝐟𝐨𝐫 𝐈𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 The recent water crisis in Calgary is a stark reminder of the urgent need to invest in and modernize our critical infrastructure. A catastrophic water main failure occurred on a line installed in 1975, disrupting the lives of over a million residents and countless businesses and highlighting the vulnerabilities in even well-maintained systems. While the actual cause has yet to be determined by an independent review, the incident exemplifies how aging infrastructure across North America is in dire need of attention. While water main breaks can oftentimes be rectified in a matter of days, severe instances like this one promise to last well into the summer. At KOAT Capital, we believe this situation underscores the growing importance of companies like Mission Critical Futures (MCF), which is dedicated to enhancing infrastructure resilience. MCF is at the forefront of addressing these challenges, focusing on water/wastewater, energy, and digital infrastructure. Need for More Critical Infrastructure Companies: The Calgary crisis revealed the widespread infrastructure deficits across North America. More companies specializing in critical infrastructure are urgently needed to meet the increasing demand for reliable and resilient systems. 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲: The critical water infrastructure protection market is projected to reach USD 333.70 billion by 2030, with a CAGR of 7.56%. This presents a significant opportunity for companies that can offer innovative and sustainable solutions. 𝐌𝐂𝐅'𝐬 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐢𝐧𝐠: With expertise in strategic advisory, engineering, and design, MCF is well-positioned to capitalize on this market opportunity, driving growth and enhancing infrastructure resilience across North America. 𝐏𝐫𝐨𝐯𝐞𝐧 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞: MCF’s team brings decades of experience building and growing firms, ensuring they have the credibility and capability to close enterprise and government accounts. As we witness Calgary's challenges, it becomes evident that governments must consider proactive investment in critical infrastructure, which is not just necessary but urgent. Companies like MCF are prepared to meet these challenges and drive the future of resilient and sustainable infrastructure. Let's prioritize our infrastructure investments today to protect our communities and ensure a resilient future. #InfrastructureInvestment #CriticalInfrastructure #WaterCrisis #Sustainability #KOATCapital #MCF #Innovation #IIJA

𝐂𝐚𝐧𝐚𝐝𝐢𝐚𝐧 𝐄𝐚𝐫𝐥𝐲-𝐒𝐭𝐚𝐠𝐞 𝐄𝐜𝐨𝐬𝐲𝐬𝐭𝐞𝐦 𝐔𝐧𝐜𝐞𝐫𝐭𝐚𝐢𝐧𝐭𝐲 𝐃𝐫𝐢𝐯𝐞𝐬 𝐒𝐭𝐚𝐫𝐭𝐮𝐩𝐬 𝐭𝐨 𝐄𝐱𝐩𝐥𝐨𝐫𝐞 𝐍𝐞𝐰 𝐆𝐫𝐨𝐰𝐭𝐡 𝐚𝐧𝐝 𝐆𝐞𝐨𝐠𝐫𝐚𝐩𝐡𝐲 𝐎𝐩𝐭𝐢𝐨𝐧𝐬 At KOAT Capital, we recognize the growing uncertainty within Canada's early-stage ecosystem. Recent capital gains tax changes make it increasingly difficult for startups and entrepreneurs to chart a clear path for long-term growth. Given the current economic climate and these tax changes, Canadian startups are seriously considering the U.S. as a new destination for building their businesses. The proposed increase in the inclusion rate for capital gains from 50% to 66.7% is poised to have a profound impact on the tech community, potentially impeding Canada’s strides in fostering innovation and developing tech hubs. This uncertainty is compelling talent and businesses to explore more competitive jurisdictions, with the United States emerging as a leading contender. 𝐊𝐞𝐲 𝐂𝐨𝐧𝐬𝐢𝐝𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 𝐄𝐱𝐩𝐥𝐨𝐫𝐢𝐧𝐠 𝐔.𝐒. 𝐆𝐫𝐨𝐰𝐭𝐡: 1. Competitive Tax Environment: The U.S. offers a more favourable tax regime for capital gains, with long-term rates at 20% and exemptions under the Qualified Small Business Stock (QSBS) provision. This makes the U.S. more attractive for investors and entrepreneurs alike. 2. Robust Fundraising Options: The U.S. provides access to various fundraising mechanisms, including Regulation A (Reg A) offerings, allowing companies to raise up to $75 million from accredited and non-accredited investors. Platforms like Scalio’s Particle Platform simplify crowdfunding, offering startups broader access to capital. 3. Access to Larger Markets: The U.S. offers a larger market for growth and investment opportunities, which is crucial for startups aiming for rapid expansion. 𝐈𝐦𝐩𝐚𝐜𝐭 𝐨𝐟 𝐂𝐚𝐧𝐚𝐝𝐢𝐚𝐧 𝐓𝐚𝐱 The potential increase in the inclusion rate for capital gains in Canada has sparked significant apprehension among tech leaders and investors, potentially discouraging investment, hampering job creation, and adversely affecting the innovation ecosystem. As a result, Canadian startups and entrepreneurs are actively considering a move to the U.S. for its advantageous tax environment, diverse fundraising options like our portfolio company Scalio Particle Platform, and access to larger markets, all of which present a stark contrast to the current situation. #KOATCapital #Fundraising #StartupFunding #Innovation #Entrepreneurship #TaxPolicy #Investment #Scalio #Crowdfunding

We are pleased to announce a significant milestone for KOAT Capital: We have entered into a strategic partnership with Mission Critical Futures (MCF). MCF’s expertise in integrating and scaling innovative approaches will enable us to enhance essential industries' resiliency, protection, and advancement globally. By focusing on Water and Wastewater, Energy, and IT infrastructure—markets with a combined size of approximately $310 billion—MCF is poised to address the pressing challenges of aging infrastructure, technological obsolescence, and cybersecurity threats. Including CPR Inc. and Fleaux Solutions under MCF's leadership is a testament to its commitment to delivering top-notch solutions and expanding its platform and reach. We are optimistic that this partnership will generate significant value for customers and shareholders. Read the full release here: https://lnkd.in/dVZcNM5F #KOATCapital #MissionCriticalFutures #StrategicPartnership #Innovation #Sustainability #Infrastructure #WaterWastewater #Energy #ITInfrastructure

KOAT is thrilled to share our latest strategic move: The acquisition of Scalio, a prominent Silicon Valley-based digital product and service provider. Scalio's impressive track record of blending design, technology, and digital strategy to create transformative solutions aligns perfectly with our philosophy focused on driving long-term value creation. With over 850 projects spanning various industries and partnerships with renowned brands, Scalio brings invaluable expertise to our portfolio. Read the full release here https://lnkd.in/gWE6vpRY This acquisition underscores our commitment to investing in innovative companies and reinforces our position as a key player in the digital innovation space. Stay tuned for the exciting opportunities that lie ahead as we leverage Scalio's capabilities to drive growth and innovation across our portfolio. #PortfolioUpdate #DigitalInnovation #KOATCapital #ScalioAcquisition