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Building an AI-enabled, blockchain-based prop-tech platform for an investment management startup resulting in venture funding

  • 5

    Million+ seed funding

  • 70%

    Year-on-year growth since launch

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William Lively

CEO, Extrance

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About the Client and Project

The client is a leading firm empowering limited partnerships within the finance, real estate, and investment sectors through a sophisticated online platform. Despite their innovative approach, their existing platform lacked the necessary features to support seamless investor management and transparent operations. It struggled to support their advanced AI and blockchain needs, resulting in inefficiencies and limited functionality.

Unified Infotech was tasked with redesigning and developing a new platform to address these challenges and meet the client’s strategic objectives. The project focused on integrating blockchain technology, creating a customized investor dashboard, and establishing a private solicitation marketplace. The goal was to create an all-in-one solution that simplifies distributions, communication, and record-keeping, while ensuring security and transparency.

Industry

Finance and Real Estate

Project Duration

6 Months

Team Size

9

Client Location

Minneapolis, USA

Engagement Model

Fixed Cost

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Background and Strategic Fit

Limited partners (LPs) generally outperform Real Estate Investment Trusts (REITs), but there are several drawbacks. The limitations of the client’s legacy platform constrained the effective management of limited partnerships, impacting transparency and operational efficiency.

  • The platform’s lack of advanced blockchain integration resulted in limited transparency and inefficient liquidity management, undermining the potential of limited partnerships.
  • Insufficient support for real-time data processing and sophisticated investor analytics restricted the effective identification and management of investment opportunities.
  • Unified Infotech mitigated these issues by integrating a blockchain framework with Hyperledger Fabric and AI-driven analytics, delivering a secure, transparent, and scalable solution

Services Offered

#1

IT Consulting

Optimized UI for scalable blockchain implementation

#2

UI/UX Design

Crafted seamless UI/UX tailored to user needs

#3

Development

Built with React, Node.js, PostgreSQL, and blockchain

#4

QA & Testing

Ensured quality with rigorous sprint testing

#5

Devops

Adopted CI/CD pipelines with Jenkins on Kubernetes

Challenges

01
Domain Understanding & Concept

Grasping the complex domain requirements and designing a marketplace for General Partners and Limited Partners was intricate. It involved understanding diverse P&L statement strategies and growth projections. Extensive client and expert consultations were essential to gain the right insight and develop an effective solution.

02
Immutable Ledger Implementation

Ensuring that all transactions were documented with immutability and tamper-proof security presented a challenge. We addressed this by proposing and developing a blockchain-based solution to uphold the highest standards of data integrity.

03
Blockchain Technology Selection

Identifying the optimal blockchain framework required rigorous decision analysis and brainstorming. We evaluated several options to determine the most suitable technology, ultimately selecting Hyperledger Fabric to avoid gas fees and enhance scalability.

04
Complex Investor Dashboard Design

Designing a sophisticated investor dashboard that accommodates various data types and reporting needs was challenging. We focused on integrating advanced analytics and real-time data features to meet diverse investor requirements.

05
Future Growth Statistics Integration

Integrating accurate future growth statistics into the platform’s functionality involved complex data modeling and forecasting. This required extensive research and development to ensure the platform could handle evolving market trends effectively.

situation-challenges 1
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Client Goals

Develop a forward-thinking system that enhanced operational efficiency, maximized partner potential, and empowered informed investing

  • Technological Advancement: Leverage rapid technological advancements to stay competitive and innovative, adapting to industry changes and emerging digital trends.
  • Enhance Operational Efficiency: Simplify processes and streamline operations to improve client efficiency, making business management more effective and user-friendly.
  • Maximize Limited Partner Potential: Develop a secure platform that maximizes the potential of limited partners by offering transparency and connectivity in a complex market.
  • Empower Informed Investing: Facilitate easier discovery of investment opportunities and ensure up-to-date information, enabling investors to make well-informed decisions.
  • Streamline Investor Management: Create an integrated platform that consolidates distributions, communication, contracts, enforcement, record-keeping, tax filing, and accounting for comprehensive investor management.

Solutions Provided

By leveraging cutting-edge blockchain technology and AI, Unified Infotech engineered a sophisticated solution for this client platform.

Solution offered
Discovery & Planning
Discovery & Planning

Conducted in-depth analysis and system architecture planning, optimizing blockchain frameworks for enhanced scalability, security, and alignment with complex business objectives.

UI-UX design
UI/UX Design

Designed a high-fidelity interface focused on user-centric workflows, incorporating advanced interaction models and responsive layouts.

development
Development

Executed full-stack development using React, Node.js, PostgreSQL, and Hyperledger Fabric, to deliver a robust, decentralized platform with seamless data integrity.

quality-assurance-testing
Quality Assurance & Testing

Implemented comprehensive testing protocols, including automated integration, system stress tests, and blockchain transaction validation to ensure optimal performance.

Key Functionalities

Implemented features and functionalities to boost system performance and elevate user engagement

front-end
Front-end
  • User-friendly interface
  • Blockchain-backed transparency
  • Real-time updates on investment and partner status
  • Interactive dashboards
  • P&L statements
  • Display of growth statistics
back-end
BackEnd
  • Immutable ledger for secure transaction recording
  • Scalable architecture using React, Node.js, and Hyperledger Fabric
  • Automated compliance
  • Dividend distribution management

Technology Stack

  • Frontend: Angular for building responsive and dynamic user interfaces, ensuring seamless user interaction and real-time updates.
  • Backend: Node.js for efficient server-side development and RESTful APIs, ensuring scalability and high performance.
  • Database: PostgreSQL for relational data management, MongoDB for handling unstructured and flexible document storage.
  • Blockchain: Hyperledger Fabric for secure, tamper-proof transactions and enhanced transparency across the platform.
  • Cloud Hosting: AWS for robust cloud infrastructure, ensuring reliability and scalability
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aws

Results - Pointers

Investor Transparency Enhancement

  • Improved investor trust and confidence with a blockchain-based platform ensuring secure and transparent transactions.
  • Streamlined partner discovery process with an intuitive UI/UX design, reducing friction and enhancing user engagement.

Secure Transaction Management

  • Implemented an immutable ledger for tamper-proof documentation of all transactions, ensuring data integrity.
  • Automated compliance systems for accurate dividend distribution and contract enforcement, enhancing operational reliability.

Blockchain Integration & Scalability

  • Seamlessly integrated advanced blockchain technology to support scalable and adaptable platform growth.
  • Leveraged Kubernetes for continuous deployment and real-time monitoring, ensuring robust platform performance and reliability.

Process Automation & Investor Empowerment

  • Streamlined operations, reducing manual overhead and enhancing system reliability with continuous integration and deployment (CI/CD) pipelines.
  • Empowered investors with real-time analytics and blockchain-driven insights, facilitating informed decision-making and efficient portfolio management.

5

Million+ seed funding

70 %

Year-on-year growth since launch

Results
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Unified Infotech acted as true partners in the redesign of eShipper’s digital presence, demonstrating exceptional dedication and expertise. Their innovative approach and attention to detail resulted in a solution that significantly enhanced our online presence and generated leads. Their work allowed us to grow our business and establish our brand during the peak of the COVID-19 pandemic. Their commitment to excellence and customer satisfaction was evident throughout the entire process, making them an indispensable partner for our digital transformation.

Imran Kermalli

Director of E-Commerce & Marketing, eShipper

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Our experience with Unified Infotech over the past two years has been marked by professionalism and exceptional quality. The team consistently demonstrates high intelligence and strict adherence to industry best practices across all aspects of their work. Their exemplary documentation skills and consulting expertise are particularly commendable and difficult to find. We look forward to engaging them in numerous future projects for McGraw-Hill

Anthea Strezza

Project Manager, Mcgraw Hill

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Unified Infotech has been our trusted technology partner for the past four years, seamlessly integrating as an extension of our team. Throughout this period, they have consistently delivered high-quality solutions that have significantly enhanced and innovated our business operations. Their unwavering commitment and proactive approach have been particularly impressive, demonstrating their dedication to our success.

Dan Milczarski

CTO, CQ Fluency

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Unified Infotech has consistently delivered exceptional performance and has been a reliable partner for Openreel for the last 8 years. Their proficiency in identifying and addressing unforeseen challenges in development is remarkable. The consulting and recommendations provided by them have been transformative, significantly enhancing our product. Their work exemplifies top-tier quality and professionalism

Joe Mathew

CTO, OpenReel

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  • Years Of Experience in this field

    14 +

    Years in Business

  • Total No. of Satisfied Customers

    300 +

    Global Clients

  • projects executed successfully

    250 +

    Tech Experts