Fundraising Collaboration Platform
Live
Problem
Placement agents and fundraising stakeholders lacked a secure, centralized platform for coordinating deal information, relying on fragmented, less secure channels.
Approach
Defined a role-based access control model before development began, structuring permission levels around how agents, fund managers, and investment stakeholders needed to interact with deal data.
Outcome
Live and in use by placement agents and stakeholders.
Status
Live
Role
Managed scope and delivery of the platform, ensuring secure handling of sensitive fundraising data throughout the product lifecycle.
Target Audience
Placement Agents, Fund Managers, and Investment Stakeholders
Team Size
5 to 8 people
Project Duration
9 months
Key Skills
roadmappinguser journeysrequirement analysisuser acceptance testingclient managementchange request
Secure collaboration platform connecting placement agents with fundraising opportunities, supporting deal-related data sharing and coordination. Placement agents and fundraising stakeholders lacked a secure, centralized platform for coordinating deal information, relying on fragmented, less secure channels.
My Approach
Defined a role-based access control model before development began, structuring permission levels around how agents, fund managers, and investment stakeholders needed to interact with deal data.
Key Challenges
Balancing usability with strict security requirements, ensuring the platform stayed secure without making day-to-day collaboration cumbersome for users.
Managing distinct permission levels across multiple stakeholder types, placement agents, fund managers, and investors, each needing different access to sensitive deal information within the same platform.
Live and in use by placement agents and stakeholders.