Increasing investor conversion for a private markets platform
Simplifying the path from account creation to first investment through clearer onboarding and investment journeys.
Client
The client is a private markets investing company helping individual investors access opportunities beyond traditional markets. Their product combines investment discovery with investor onboarding and provides access to managed portfolios, direct investments and retirement accounts.
Challenge
Expanding access to private markets required removing barriers between investor registration and participation.
Investor qualification
Eligibility requirements and supporting documentation added complexity during account setup and verification.
Investment opportunity clarity
Private market opportunities required clearer presentation before investors could make informed decisions.
Post investment visibility
Visibility into investment progress became increasingly important after funds were committed.
Solution
- 01
Account setup and qualification
We redesigned eligibility handling and document collection so qualification requirements could be completed within a structured onboarding flow.
- 02
Opportunity presentation
We rebuilt investment detail experiences to provide clearer visibility into offering requirements and participation criteria.
- 03
Investment progress and ownership
Investment states were standardized so funding, activation and distributions could be reflected consistently throughout the ownership experience.
Result
The product simplified investor qualification and improved visibility after funds were committed.
Get in touchHigher onboarding completion
Increased repeat investments
Visible investment progress
Technologies used
Core technologies selected to support the product architecture.
React
TypeScript
Next.js- React Native
Java
Python
MySQL
PostgreSQL
AWS
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