ListAlpha: Investor CRM software system

Managing numerous deals, calls, and transactions can be challenging for investors without a unified system. That's why Geniusee developed an effective and reliable investor CRM software for our UK client. This solution allows investors to seamlessly manage their notes, contacts, plans, and deals through an iOS mobile application or web-based software, all with robust security. We are proud to showcase our deep expertise in FinTech with this user-friendly and top-notch solution.

Services:

Industry:

FinTech

Location:

United Kingdom

Business context

Our client reached out to us with the inquiry to develop a complex CRM software system for modern investors to manage their deals, providing them with a centralized platform to efficiently manage contacts, notes, and meetings.
Our goal was to create a deal flow platform that would meet the needs of modern investors, with powerful search capabilities across companies, people, and deals.

Key challenges:

Efficient deal flow management: comfortable working with deal records to get all necessary details.
Tracking contacts and all related information to them.
The ability to quickly find information about a company that would be interesting to invest in.
Native API integrations with leading platforms.
Secure space for all organizational data to work with.

Work approach

Continuous improvement

Following lean principles, our developers continuously refine and improve the project based on user feedback. New features are developed and released on a biweekly schedule, allowing for fast adaptation to changes in user and market needs.
Focus on core features

The team focused on the core features essential to the product and resonated most strongly with target users during customer interviews. Additional features were delayed until we received feedback on the MVP. This allowed concentrating design and development resources on the most impactful functionality.
Agile development

Our team utilizes an agile development process, releasing updates continuously rather than a traditional “waterfall” schedule. This allowed us to adapt quickly based on user feedback and ensure that our developers were building features that provided the most value. Our sprints are short, focused, and collaborative, with daily stand-ups to keep the entire team aligned.
Cross-functional collaboration

Our lean team is cross-functional, bringing together specialists in design, development, and product management. Close collaboration and shared ownership of the product vision optimize work and shorten feedback loops. Diverse perspectives and areas of expertise are leveraged to solve complex problems.

Process

Our project manager ensured that development stayed on schedule and within budget. The manager defined project scopes, created timelines, and coordinated the internal team. Daily stand-up meetings kept all stakeholders aligned on priorities, risks, and next steps.
Our engineering team builds ListAlpha using a modern tech stack including Angular, Node.js, and MongoDB. We leveraged agile methodologies like daily stand-ups, sprints, and retrospectives to efficiently develop new features. Continuous integration and deployment enabled us to frequently release updates and make improvements based on user feedback.
Rigorous quality assurance testing was performed at each stage of development to detect any issues prior to release. Our dedicated QA team conducted both manual and automated tests to ensure maximum functionality, security, and uptime. Attentive testing guaranteed that ListAlpha could scale to meet demand from thousands of concurrent users.
As word of ListAlpha’s abilities spread, the volume of users and data grew rapidly. Our team worked diligently to build a system with the capacity to handle large amounts of data without sacrificing speed or accuracy. Load balancers, caching, and horizontal scaling are just a few of the techniques we employed to support demand at peak times. Our DevOps team employed advanced monitoring tools and practices to assess system health and user experience. During periods of high demand, they seamlessly scaled resources to ensure that users remain uninterrupted.
After final testing, ListAlpha, a CRM for investors, was officially launched. We onboarded initial customers and continued to make enhancements based on their feedback and usage data. With proven success and market fit, ListAlpha was made available as a SaaS solution to investors’ funds around the world.

Project tech stack

Technologies:

Geniusee Team

Product team

Development team

Features

CRM system
A built-in CRM system acts as a centralized hub to store all your contacts, deals, notes, tasks, and interactions in one place. This feature helps effortlessly track the status of new leads and pending deals. CRM System allows to set reminders, make notes, and collaborate with colleagues to ensure no detail slips through the cracks.
Adviser insights
ListAlpha provides data-driven insights and recommendations to help focus your deal-sourcing efforts. Using advanced analytics, ListAlpha scans the market for new opportunities that match your investment interests and objectives. Users receive a steady stream of pre-vetted deals in your target sectors to evaluate.
Efficient deal flow management
ListAlpha helps organize deals into an intuitive pipeline to gain a clear overview of potential investments at every stage. Attaching files, adding notes and comments, creating custom reports, and exporting them — all within the platform. ListAlpha’s deal flow management tools facilitate a structured and consistent process to evaluate new opportunities efficiently.
Mobile app
To complement web-based software and provide a versatile user experience, we also developed a mobile app for iOS. Within the app, users can search through and review their lists of deals, contacts, notes, and details.