Alternative assets marketplace for individual investors
We helped build a product that supports different asset classes while maintaining accurate portfolio information.
Client
A private market investment company that expands access to startups, real estate, crypto and other alternative assets. The product allows investors to manage their holdings and investment activity within a single account.
Challenge
The product needed to support different investment models while providing a trustworthy experience for investors managing multiple offerings.
Investment models with different rules
Each asset class followed its own investment requirements, ownership structure and investment process.
Accurate portfolio records
As investors participated in multiple offerings, portfolio information needed to remain reliable and reflect investment activity correctly.
Clear investment status tracking
Investment progress had to be easy to follow from commitment through activation and portfolio inclusion.
Operational transparency
Internal teams required better visibility into investment progress and status changes to reduce manual review and support effort.
Solution
- 01
Asset specific investment journeys
We introduced dedicated investment paths for different asset classes so each offering could follow its own requirements.
- 02
Portfolio aggregation and activity tracking
We built portfolio logic that consolidated investment activity into a single view and ensured portfolio information remained accurate.
- 03
Investment state and document management
We refined investment status handling and document workflows so investors could understand when agreements were completed, funds were committed and investments became active.
- 04
Internal investment operations
We improved internal tooling around investment states and progress tracking to reduce manual reconciliation and provide greater operational oversight.
Result
The platform strengthened its ability to support multiple asset classes while simplifying investment operations.
Get in touchExpanded investment offering
Accurate portfolio information
Investment transparency
Reduced operational workload
Technologies used
Core technologies selected to support the product architecture.
React
TypeScript
Next.js
Swift
Kotlin
Ruby
Node.js
PostgreSQL
AWS
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Get in touchWhy Mountalis
Product Thinking First
We challenge assumptions early and help shape key decisions before engineering begins.
Senior Ownership
Senior engineers stay directly involved in product decisions, architecture and delivery.
Built for Regulated Markets
We design systems with security, auditability and compliance considered from the start.
Aligned Execution
We keep strategy, engineering and business priorities aligned across the lifecycle.
Validation Before Scale
We reduce unnecessary scope early so new initiatives reach validation with less operational overhead.
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Discuss your next product initiative
We start by understanding your goals and technical direction. Complete the form or contact us at contact@mountalis.com. Our team will respond within one business day.
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