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Development of a Comprehensive Investor & Business Collaboration Platform
  1. case
  2. Development of a Comprehensive Investor & Business Collaboration Platform

Development of a Comprehensive Investor & Business Collaboration Platform

tatvasoft.com
Financial services
Business services
Media

Challenges Faced by Growing Investment and Business Collaboration Platforms

The client faced significant challenges including lack of funding for projects, managing investor relationships, high operational costs, and inefficient communication channels. Their existing system had minimal documentation, limited scalability, and integration difficulties with external APIs such as Signable and payment gateways, hindering their ability to expand and meet market demand effectively.

About the Client

A rapidly growing startup specializing in project financing, investor relations, and corporate communications seeking an integrated platform to facilitate funding, stakeholder announcements, and project management.

Goals for Developing a Scalable Investor and Collaboration Platform

  • Enhance existing source code to support advanced features with minimal rework and improved documentation.
  • Implement secure integration with electronic signature APIs to facilitate digital contract signing.
  • Enable reading and management of financial documents in various formats with embedded read capabilities.
  • Optimize user-uploaded assets for efficient storage and retrieval via cloud services like Amazon S3.
  • Provide role-based access controls ensuring sensitive financial information remains protected.
  • Develop a platform supporting end-user registration, approval workflows, and investor-company interactions.
  • Implement notification systems for announcements, follow-up funding, and important updates.
  • Create scalable architecture for handling increased user activity, data volume, and integration complexity.

Core Functionalities and Features of the Investment and Collaboration Platform

  • User registration with admin approval workflows
  • Digital contract signing between companies and investors
  • Following and messaging system for stakeholders
  • Management of extensive cap tables with selective sharing capabilities
  • Announcement posting with email notifications
  • Funding follow-up and opportunity tracking modules
  • Financial document upload and embedded reading in multiple formats
  • Secure storage solutions with Amazon S3 integration
  • Role-based access control and security measures

Selection of Technologies and Architectural Approaches

Java for backend development
React for frontend user interfaces
Node.js for backend services where applicable
Spring Boot framework for microservice architecture
PostgreSQL for relational data management
Security frameworks like Spring Security
APIs such as SignableAPI for e-signatures
Cloud storage via Amazon S3
Third-party services including payment and notification APIs like WorldPay, SendGrid

Essential External System Integrations

  • Electronic Signature API for digital contract signing
  • Payment processing API for funding transactions
  • Financial document reading services supporting heterogeneous formats
  • Cloud storage API for asset management
  • Notification APIs for email alerts and updates

Performance, Security, and Scalability Expectations

  • System should support at least 10,000 concurrent users
  • Ensure secure access with role-based permissions and encrypted data storage
  • High availability architecture with 99.9% uptime
  • Load testing to handle peak user activity
  • Fast document processing and upload-to-download cycle times
  • Compliance with relevant security standards and data privacy regulations

Projected Business Outcomes and Impact of the New Platform

The developed platform aims to improve operational efficiency, reduce due diligence costs, and streamline investor relations, with an objective to facilitate more transparent funding rounds, enable effective management of financing activities, and support scalable growth. The platform is expected to provide better visibility into funding stages and investment metrics, leading to more informed decision-making and risk mitigation, ultimately resulting in increased investor trust and market competitiveness.

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