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Development of a Scalable Investor CRM Platform with Advanced Deal Flow Management and Secure Data Integration

geniusee.com

Financial services

Business services

Information technology

Challenges in Managing Investment Operations

Investors face difficulties managing multiple deals, contacts, and transactions without a unified system. Existing tools lack robust security, efficient deal tracking capabilities, and seamless cross-platform accessibility. The need for real-time market insights and secure data storage further complicates investment decision-making.

About the Client

A venture capital firm seeking to streamline investment management processes through a centralized digital platform

Objectives for the Investor CRM Development

Create a centralized platform for managing contacts, deals, notes, and meetings
Implement efficient deal flow management with customizable pipelines
Ensure secure data storage with role-based access controls
Integrate native APIs with leading financial platforms
Develop scalable architecture to handle growing user demand

Core System Functionalities and Features

Unified CRM dashboard for contacts/deals tracking
Deal pipeline visualization with stage progression
Advanced search across companies, people, and deals
Secure document sharing and collaboration workspace
Market analytics dashboard with investment recommendations
Cross-platform synchronization (web + iOS app)
Customizable reminders and activity tracking

Technology Stack Requirements

Angular

Node.js

MongoDB

AG Grid

Algolia

Socket.io

Metabase

External System Integrations

Third-party financial data APIs
Payment processing systems
Email marketing platforms
Cloud storage services

Performance and Security Standards

Horizontal scaling for 10,000+ concurrent users
End-to-end encryption for data security
99.9% system uptime SLA
Compliance with GDPR and SOC 2 standards
Sub-200ms response time for core operations

Expected Business Impact of the Investor CRM Solution

The platform will reduce deal management overhead by 40%, accelerate investment decision-making through real-time analytics, and enable secure collaboration across distributed teams. Scalable architecture will support 500% user growth over three years while maintaining performance, with projected ROI of 200% within 18 months post-launch.