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

s-pro.io

Financial services

Information technology

Challenges in Private Market Investment Management

The client faced difficulties in managing complex private market investment processes (deal sourcing, due diligence, documentation), organizing large volumes of investment data, and ensuring compliance with Swiss and international financial regulations (AML/KYC). These challenges hindered operational efficiency and data-driven decision-making.

About the Client

Swiss fintech platform specializing in private market investments, seeking to enhance operational efficiency and regulatory compliance

Project Goals for Enhanced Investment Platform

Optimize investment workflow processes for private markets
Implement robust data management and advanced analytics capabilities
Ensure full compliance with financial regulations (AML/KYC)
Improve collaboration between investors, managers, and legal teams
Enhance security for sensitive investor information

Core Platform Functionalities

Automated deal sourcing and due diligence workflows
Centralized document management system
Real-time investment performance tracking dashboard
Advanced data visualization and predictive modeling tools
Integrated AML/KYC compliance verification processes
Secure investor communication and collaboration portal

Technology Stack Requirements

Cloud-based architecture (AWS/Azure)

Blockchain for secure transactions

AI/ML for predictive analytics

Modern frontend frameworks (React/Vue)

Data encryption (AES-256)

System Integration Needs

Third-party KYC/AML verification services
Payment gateway integration
External financial data APIs
Enterprise document management systems

Non-Functional Requirements

High-availability architecture (99.99% uptime)
Scalable data processing (1M+ records)
Role-based access control (RBAC)
Multi-factor authentication (MFA)
Disaster recovery with <15min RTO

Expected Business Impact of the Investment Platform

The platform is expected to reduce manual processing time by 60%, accelerate deal execution cycles by 40%, and enable data-driven investment decisions through real-time analytics. Compliance automation will minimize regulatory risks while enhanced security features strengthen investor trust. The solution should position the client as a market leader in private market investments with improved operational scalability.