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Case study · Angel investment funds

Automating fundraising to portfolio management for angel funds.

Generative AIMobile & webKYC/AML
40%

reduction in manual processes

90%

user satisfaction rate

50%

increase in user load handled

The client

Multiple angel investment funds needing a seamless, scalable platform spanning fundraising, investment management, and due diligence.

The problem

Fundraising, due diligence, and portfolio management ran as fragmented processes that didn't scale as investor and startup numbers grew, with security and compliance requirements adding further friction.

What we built
Sketch: stepped growth chart with one circled data point and a term sheet

AI-powered matching

Generative AI analyzes investor profiles and history to surface optimal opportunities, plus pitch feedback and market insights.

Automated onboarding

Integrated KYC/AML checks and investor registration workflows.

Due diligence automation

AI-driven document analysis and risk assessment.

Portfolio dashboards

Real-time performance tracking and investment updates.

WhatsApp integration

Automated bots for updates, reminders, and instant support.

Native mobile and web apps

iOS/Android apps plus web portals for syndicates and wealth managers.

Stack
Node.jsReact.jsMongoDBSalesforce CRMGenerative AIAWSiOS/Android
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