Private Equity Portal
Private Equity & Social Investing Platform
This modern investor portal was developed from the ground up for a private securities firm. It brings together curated deal flow, investment management, and community engagement, allowing members to find opportunities, exchange insights, and work together. The initial production version was completed in just five months.
Business Requirements:
- Comprehensive onboarding: Includes integrated registration, KYC, payment processing, and profile creation.
- Expert investment discovery: Provides access to carefully selected Core deals, community-approved Pipeline opportunities, and member-submitted Off-Piste deals.
- In-depth deal assessment: Offers a centralized space for sponsor profiles, referring members, capacity details, fees, and complete documentation.
- Portfolio oversight: Displays allocation breakdowns, transaction history, and tracks investment performance.
- Community-centric investing: Facilitates an active ecosystem through posts, events, groups, and nominations.
- AI-enhanced member connection: Intelligent recommendations assist investors in finding peers with similar backgrounds, interests, and expertise.
Key Accomplishments:
- Rapid development: MVP completed in three months, with full production launch in five months.
- Cost savings: About 75% less expensive than creating an internal team.
- Strong results: Over $10 million raised on the platform within the first seven months post-launch.
- High member engagement: Users collaborate, share deals, host events, and provide insights, fostering continuous activity and deal flow.
- Professional analytics: Advanced filtering options by taxonomy, deal type, and investment entity improve decision-making.
- Scalable infrastructure: A cloud-native architecture, automated deployments, and robust testing ensure reliability and support long-term growth.
Technology Stack:
Auth0, Onfido, Stripe, Social+, Strapi, Google Vertex AI, Courier, Node.js, Next.js, React, Tailwind, Google Cloud.