Private Equity & FinanceClient: Apex Capital Ventures
High-Ticket Investor Onboarding & Custom CRM Architecture
Onboarding Speed7 Days → 4 Hrs
Compliance Accuracy100%
Active Capital Tracked₹25 Cr+
Admin Overhead Reduction75%
01. The Challenge
Managing high-net-worth investor documents and compliance across spreadsheets was error-prone, insecure, and slowed deal closures.
02. What We Built
Engineered a bespoke secure CRM with automated KYC document verification, digital contract signing, and dynamic portfolio dashboards.
Overview:Custom Next.js portal + encrypted PostgreSQL storage + automated PDF OCR data extraction and Slack alerts for executive approval.
03. The Results
Investor onboarding turnaround reduced from 7 days to under 4 hours. 100% audit compliance achieved with zero manual paperwork.
Tools & Technologies Used
Next.jsNode.jsPostgreSQLOCR AIAWS S3Stripe
Want Similar Results for Your Business?
Book a quick 15-minute call to see how we can automate your tasks or build custom software for your company.