Investor’s Portal

Major accomplishments:
Streamlining contract management, automating identity verification, and enhancing the onboarding experience for crypto investors
Timeline:
3 months
  • Designer
  • Frontend
  • QA
  • DevOps
  • PM
  • Backend
main goal

Automate document management of investment process and attract more leads

About the project

The client required a dependable team that is able to deliver in agile manner and could provide the clear understanding of their project requirements.

The client had a custom workflow that they wanted to digitalize to increase efficiency of the process. They had particular preferences regarding the technology stack and integration partners.

Analyze and implement custom workflow
Create user-friendly, appealing design
Support private sales & rolling funds
Integrate with third-parties (Blockpass, Hellosign)
Develop customer facing, responsive web portal

Solution

The created solution has simplified the onboarding for new investors, automated user identity verification allowing them to apply for projects, ensured a smooth and secure signing process for the parties.

The portal was further extended with additional scope that included rolling funds management. We have introduced new roles and workflows and scaled our solution quickly.

[ 01 ]
KYC / KYB user verification process (Blockpass)
[ 02 ]
E-signature service integration (Dropbox HelloSign)
[ 03 ]
Private sales & Rolling funds listing
[ 04 ]
Contracts and templates management
[ 05 ]
Projects / Funds on-boarding and sales campaign overview
[ 06 ]
Investor / Fund managers accounts management and access rights
[ 07 ]
Participation requests management
[ 08 ]
Email notifications (Twilio SendGrid)

Tech Stack

  • Backend and database
  • Frontend
  • Devops
  • Integrations

See our other works

See all Cases

Let’s work together

Contact us and get professional development for your goals

phone
+49 157 364 132 93
email
info@connectish.de

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