Four years ago, we set out to solve a problem: building a business is hard, and one of the biggest barriers is money. As repeat founders, we’ve lived this struggle. We saw firsthand how grants, SR&ED, and other non-dilutive funding could be game-changers—but the process was frustrating, confusing, and time-consuming. We knew there had to be a better way.
We’re excited to announce that Pocketed has been acquired by Deloitte Canada, effective March 7th, 2025! Pocketed, now called Pocketed, a Deloitte business, will be integrated into Deloitte’s Gi3 practice, which plays a pivotal role in fostering collaborations with funding agencies, and providing essential support to clients in securing various forms of non-dilutive funding.
This FAQ is designed to answer your questions about what this acquisition means for you. Read on to learn more about what’s staying the same, what’s getting even better, and how this transition benefits you.
Table of Contents
General Questions
1. What does Pocketed joining Deloitte Canada mean for me as a customer?
You can continue using the Pocketed platform and services as usual! Joining Deloitte brings new opportunities to enhance our offerings, providing you with additional resources, potential improvements, and ongoing support.
2. Will the Pocketed platform continue to operate?
Yes! The Pocketed platform is here to stay. We remain committed to maintaining and continuously enhancing its features to better support you.
3. Who is Deloitte, and why did they acquire Pocketed?
Deloitte, one of the world’s largest professional services firms, provides industry-leading consulting, tax and legal, audit and assurance, technology & transformation and strategy, risk & transaction services to nearly 90% of the Fortune Global 500® and thousands of private companies. They bring together world- class capabilities, insights, and services to address clients’ most complex business challenges.
Pocketed, now called Pocketed, a Deloitte business, will be integrated into Deloitte’s Gi3 practice, which plays a pivotal role in fostering collaborations with funding agencies, and providing essential support to clients in securing various forms of non-dilutive funding.
Pocketed’s innovative matching program and AI-powered capabilities will enhance Deloitte’s ability to deliver value to clients by expanding the firm’s grant and SR&ED suite of services. At the same time, Pocketed will tap into Deloitte’s innovation landscape and breadth of knowledge, enabling it to scale its impact and reach to new clients and geographies.p
Product & Feature Updates
4. Will any features or functionality change?
There are no major changes planned at this time. We’ll continue supporting all existing features and will keep you informed well in advance of any future updates.
5. Will my data and settings remain intact?
Absolutely! Your data, settings, and preferences remain unchanged. However, there are updated Terms of Service and Privacy Policy that you can review and accept at your convenience.
Pricing & Subscription
6. Will my current pricing or subscription change?
Your current pricing and plan remain the same. We’re always happy to discuss fees for any new services you may be interested in!
7. Will my billing process change?
For now, billing will continue as usual. If any changes occur, you will receive clear instructions in advance.
Customer Support & Account Management
8. Will I still have access to customer support?
Yes! Our team is here for you as always. Feel free to reach out anytime at [email protected].
9. Will my account manager or support contact change?
Nope! The Pocketed team you know and love hasn’t changed. Plus, you will also have access to more than 200 brilliant practitioners within Deloitte’s Gi3 practice across Canada. We’re (all!) here to help!
10. Will there be changes to service response times?
We remain fully committed to delivering fast, reliable support to ensure your success.
Future Plans & Roadmap
11. What’s the roadmap for Pocketed moving forward?
We’re excited about the future! By joining forces with Deloitte Canada, we’re able to invest more in innovation and develop new solutions for you. Stay tuned for updates on our roadmap and new releases.
12. Will this acquisition lead to better updates and improvements?
Yes! With additional resources, we aim to enhance the platform while maintaining the quality and functionality you trust.
Security & Compliance
13. Will my data privacy and security policies remain the same?
Your data privacy and security remain important to us. Please review our updated Terms of Service, Terms of Use, and Privacy Policy to ensure you’re fully informed.
14. Will my data be moved to a different system?
Your data stored within the Pocketed platform or Pocketed Enterprise platform will remain unchanged. However, please note that certain documents related to grant and SR&ED writing services may be stored within Deloitte’s secure servers.
15. Will I need to update my login credentials or authentication methods?
No, your login credentials and authentication process remain unchanged.
Client Onboarding Due Diligence Process for Pocketed Clients
16. What is the client onboarding due diligence process?
As part of Deloitte Canada the client onboarding due diligence process ensures that we comply with regulatory standards before accepting or continuing an engagement, preventing conflicts of interest, and maintaining compliance with applicable regulatory requirements.
17. Why do I need to go through a client onboarding due diligence process?
As part of Deloitte Canada we need to ensure that every client relationship is aligned with Deloitte’s compliance requirements. This helps us maintain the highest level of integrity and independence, which is essential to delivering the best service and resources to you.
18. How long does the independence check take?
The process typically takes 2-3 business days to complete. During this time, you will still have free access to Pocketed Basic.
19. When will payment be processed?
Your payment will be processed once you have cleared our client onboarding due diligence process.
20. Why do I have to wait?
As a Deloitte Canada business, access to Pocketed is subject to a client onboarding due diligence process.
21. What happens once the client onboarding due diligence process is complete?
Once the client onboarding due diligence process is complete, we will process your payment and notify you via email. You’ll be able to continue accessing your Pocketed services without interruption.
22. Do I need to do anything on my end?
No action is required from you. The process is handled by Deloitte Canada, and we’ll update you once everything is complete.
23. Will this process affect my ability to use Pocketed?
While the client onboarding due diligence process is being completed, you’ll have access to Pocketed Basic at no cost. Once the process is complete, any applicable payments will be processed.
24. Who can I contact if I have questions or concerns?
If you have any questions during the process, feel free to reach out to our support team at [email protected], and we’ll be happy to assist you
User Access & Accounts
25. Will my user account stay the same?
Yes, your account, access, and permissions will remain the same.
26. Will my team members still have the same access?
Yes! There are no changes to user roles, permissions, or shared access.
Community & Communication
27. Where can I get updates about the acquisition and future changes?
We’ll keep you informed via email announcements and/or articles on our blog. Be sure to follow our official communication channels for the latest news.
28. Can I provide feedback on the acquisition and product roadmap?
Absolutely! We’d love to hear from you. Feel free to share your thoughts at h[email protected].
Still Have Questions?
We’re here to help! If you have any concerns not covered in this FAQ, please reach out to us at [email protected].
Thank you for being part of this journey with Pocketed! We’re excited about this new chapter and look forward to continuing to support you.
