Development of a Secure Investment Platform for Private Equity Funds Targeting Individual Investors

The client faces the challenge of enabling individual investors to access high-tier private equity funds with low minimum investments, while ensuring platform trust, strict security standards, and a seamless user experience that supports scalability and cost-efficiency.

A rapidly growing fintech startup aiming to democratize access to private equity investments for individual investors, managing multiple fund collaborations across European markets.

• Create a user-friendly platform enabling individual investors to invest in private equity funds starting at€50,000 minimums.
• Ensure high levels of security and compliance to build trust among users and fund partners.
• Build a scalable infrastructure capable of handling any number of user requests efficiently and cost-effectively.
• Deploy technology solutions that allow rapid deployment of new features and facilitate maintenance.
• Achieve successful market entry within a three-month development cycle.

• User registration, authentication, and profile management with secure login protocols.
• Investment product catalog with detailed fund information and inquiry capabilities.
• Investment transaction processing with support for low minimum investments and cash flows.
• Administrative interface for fund managers to monitor investments and manage offerings.
• Integration with external private equity fund data sources for fund details and performance updates.
• Secure document handling and compliance features for KYC/AML processes.

• Private equity fund data sources for fund details and performance metrics
• Payment processing systems for secure transactional operations
• Identity verification services for KYC/AML compliance

• High scalability to handle increasing user requests seamlessly, leveraging cloud autoscaling tools
• Performance optimized for CRUD operations typical of investment management (minimal latency for data retrieval and updates)
• Security standards compliant with financial industry regulations, ensuring data confidentiality and transaction integrity
• Cost-efficient operation, utilizing AWS's serverless and micropayment-based solutions
• Rapid development and deployment cycles to meet aggressive market launch timelines

The new investment platform aims to facilitate transparent and secure access for individual investors to private equity funds, supporting growth in user base and transaction volume. Expected outcomes include handling unlimited users efficiently, reducing operational costs through serverless architecture, and achieving a successful market launch within three months, thereby positioning the client as a trusted and scalable player in democratized private equity investing.