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Case study · Multi-stage investment fund ecosystem

Digital infrastructure for a $1B+ investment ecosystem.

Deal flowLP reportingSyndication
40%

reduction in manual process time

60%

communication efficiency improvement

90%

user satisfaction score

The client

A multi-stage investment fund ecosystem managing $1B+ in assets across 50+ VC firms, 8,000+ angel investors, and 300+ portfolio companies.

The problem

Deal flow velocity demanded instant access and rapid cycles, but LPs lacked real-time visibility, partners ran on disconnected systems, and deal information lived scattered across emails and spreadsheets.

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

Deal flow and origination

AI-powered matching, automated onboarding, and real-time pipeline visibility.

Investment operations

Streamlined KYC/AML, digital execution, and automated due diligence.

LP relations and reporting

A self-service portal with automated, mobile-first reporting.

Syndication management

A co-investment platform for deal distribution and unified communication.

Intelligence and analytics

Performance tracking, market insights, and predictive analytics.

Enterprise security

Bank-grade encryption, regulatory compliance, and full audit trails.

Stack
Node.jsReactAWSMachine learning
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