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What is InvestTech Platform SaaS?
Covering both front end and back end platform technology, and developed by an international consortium with 10 years of excellence in tech industry investment, the platform leverages the power of machine learning to help users discover opportunities that match their preferences and investment goals, provides a range of useful instruments to help users manage the legal and administrative aspects of investing, and includes tools for creating and managing contracts, dealing with documents, and handling other legal tasks.
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Key Platform Highlights
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Investor Relationship Management System Integration: Explore investors, view insights and connect with investors
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Data Room: Secure Documents Storage
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Deal Analytics: Insights of deal viewers and downloaded documents
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Automated Documents Signing: DocuSign Integration, pe-loaded templates
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KYC/KYB Procedures: SumSub Integration
How InvestTech Platform SaaS works
Explore InvestTech
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Accessing the Platform: Open your preferred web browser and navigate to the InvestTech Platform SaaS URL.
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Enter your credentials (username and password) to log in.
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Navigation: Utilise the navigation menu to access different sections of the platform.
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Explore tools such as search and filters to streamline your exploration.
Onboarding
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Profile Setup: Click on your profile icon.
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Complete your profile information, including contact details.
Create Deals
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Deal Creation: Navigate to the "Deals" section.
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Document Upload: Upload relevant documents for the deal.
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Collaboration: Invite team members to collaborate on the deal.
Engage with Investors
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Investor Management: Access the "Investors" section to view and manage investor profiles.
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Send updates, notifications, and messages to investors.
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Deal Presentation: Create a compelling presentation for investors.
Reports
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Report Generation: Navigate to the "Reports" section.
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Select the type of report you need (e.g., financial, performance).
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Customization: Customize report parameters such as date range and data sources.
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Data Analysis: Use analytical tools within the reports for in-depth analysis.
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