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Development of a Comprehensive Private Market Investment Platform with Enhanced Compliance and Analytics Capabilities

s-pro.io

Financial services

Other industries

Challenges in Private Market Investment Management

The client faced difficulties in managing complex private market investment processes, including deal sourcing, due diligence, and documentation. They struggled with organizing and analyzing large volumes of investment data, and required strict adherence to Swiss financial regulations and international compliance standards like AML/KYC.

About the Client

Award-winning fintech platform and investment firm specializing in privately held, late-stage growth companies

Key Goals for the New Investment Platform

Streamline investment workflows for faster deal execution
Implement advanced data analytics for informed decision-making
Ensure full compliance with regulatory frameworks
Enhance collaboration between investors, managers, and legal teams

Core Platform Capabilities

Intuitive deal sourcing and due diligence workflows
Secure document management and collaboration tools
Advanced data visualization and predictive modeling analytics
Automated AML/KYC compliance procedures
Real-time investment performance tracking dashboard

Technology Stack Requirements

Cloud-based infrastructure (AWS/Azure)

Data visualization frameworks (D3.js, Tableau)

Blockchain for audit trails

Encryption protocols (AES-256)

Microservices architecture

System Integration Needs

Third-party KYC/AML verification services
Payment gateway integration
External market data APIs
CRM systems (Salesforce, HubSpot)
Document signing platforms (DocuSign)

Performance and Security Standards

Enterprise-grade data encryption
High-availability architecture (99.99% uptime)
Scalable infrastructure for 10x growth
Real-time data processing capabilities
GDPR and Swiss FINMA compliance

Expected Business Outcomes

The platform will reduce manual processing by 60%, accelerate deal execution timelines by 40%, and enable data-driven investment decisions through real-time analytics. Enhanced compliance features will reduce regulatory risks by 75% while improving investor confidence and client retention through transparent, secure operations.