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Case study · Angel investment funds

Automating fundraising to portfolio management for angel funds.

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

Generative AIMobile & webKYC/AML
40%

reduction in manual processes

90%

user satisfaction rate

50%

increase in user load handled

The challenge

What wasn't working.

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.

The build

What we built.

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.

The stack

Built with.

Node.jsReact.jsMongoDBSalesforce CRMGenerative AIAWSiOS/Android
Your turn

Have a system that's holding you back?

Walk us through it. We'll tell you what we'd build, what we'd keep, and what it would take.

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