Development of a Secure Deal Origination and Analytics Platform for Infrastructure Investment Firms

The client needs to build a secure, interactive B2B platform from scratch that enables investment firms to connect with proprietary infrastructure investment opportunities via registration, login, and custom dashboards. Additionally, the client requires secure document exchange, internal communication tools, and systems to facilitate the selection of transaction parties based on defined criteria, addressing issues related to data security, efficient deal sourcing, and real-time insights.

A mid-sized private equity or investment firm specializing in infrastructure projects, seeking a platform to connect with proprietary opportunities and enhance investment decision-making through data analytics and AI functionalities.

• Create a highly secure, scalable web-based platform with user registration and login functionalities for investment firms, advisors, and administrators.
• Develop custom dashboards and interfaces for users to explore and engage with proprietary investment opportunities.
• Implement secure document exchange and internal chat capabilities for transaction parties.
• Incorporate AI-powered analytics and predictive insights to enhance decision-making and market forecasting accuracy.
• Achieve real-time data updates and reporting to maintain a competitive edge in deal sourcing and management.
• Support integration capabilities with external data sources and third-party systems for comprehensive data aggregation.
• Ensure platform performance, security, and scalability to handle high user loads and sensitive data effectively.

• User registration and authentication with role-based access controls for investors, advisors, and administrators.
• Customizable dashboards displaying proprietary investment opportunities, deal pipelines, and analytics summaries.
• Secure document management system for sharing transaction-related files and information
• Internal messaging system enabling confidential chat between transaction parties
• AI-powered models providing market forecasting with at least 98% model accuracy and predictive insights.
• Real-time data synchronization and reporting features for timely decision-making.
• Workflow automation tools for screening and selecting transaction parties based on predefined criteria.
• API integrations with external data sources, financial systems, and compliance tools.

• Data sources for proprietary investment opportunities
• External financial and compliance systems
• Third-party analytics and AI services
• Secure document exchange platforms

• High scalability to support increasing user and transaction loads
• Data security with end-to-end encryption for documents and messaging
• Achieve at least 98% model accuracy for AI analytics
• Platform uptime of 99.9% with real-time data updates
• Compliance with security standards such as SOC 2

The new platform aims to streamline deal origination processes, enabling investment firms to access proprietary opportunities more efficiently. Anticipated outcomes include increased deal sourcing efficiency, improved data accuracy and reporting, secure communication and document exchange, and predictive market insights—leading to enhanced decision-making and a competitive market advantage.