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Web AppFinanceDashboard
Private Equity Deal Portal
Private equity firm needed a custom platform to manage deal pipeline, analyze investment opportunities, and generate reports for LPs. We built a Next.js web application with Sanity CMS for content management, featuring secure authentication, document upload/storage, financial modeling dashboards, automated report generation, and investor portal with real-time portfolio performance. The platform replaced multiple spreadsheets and email threads with a single source of truth.
Investment Fund
2025
MVP in 6 weeks
ROI: Increased deal capacity 3x
System Features
Deal pipeline management
Financial analysis dashboards
Secure document repository
Automated investor reporting
Real-time portfolio performance tracking
Technology Stack
Next.js 15TypeScriptSanity CMSSupabaseVercelPlaid API
Project Details
Client
Investment Fund
Year
2025
Timeline
MVP in 6 weeks
Category
Custom Web Applications
Technologies
Web AppFinanceDashboard
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Audit your current process
Implement custom automation
Monitor and scale results
Measurable Impact
Project Results
Real outcomes that demonstrate the value delivered to our client.
0 hours
Deal Analysis Time
Automated (was manual)0Automated (was manual)
Report Generation
Single source of truth0Single source of truth
Data Accuracy
Real-time transparency0Real-time transparency
Investor Satisfaction
"This platform transformed how we analyze deals and communicate with investors. What used to take our team days now happens automatically."
J
James P.
Managing Partner
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