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Home/Case Studies/Apex Capital Ventures
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

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