This project is to build an automated technology driven platform for the client to find investors

The aim and scope of this project is to build an automated technology driven platform for the client to find investors. It is an automated platform to find investors for the client with following features

1. Intelligent investors selection (investor matching):

When the investor database is large, the platform can find suitable investors through structured matching. The platform then takes over the task of manually screening, contacting, and arranging the calls. It uses a keyword in request to match. While the investor accepts, rejects and attends video calls, the platform learns which investor is active and which clients provide a high success rate by providing well-demanded investment products. The platform develops Artificial Intelligence through the screening of interactions between clients and investors.

2. Show the detailed view about the matched investor for premium users and limited view for clients

3. Uploading the match investor contacts to Hunter to start investment request campaign

4. Automatically sends out emails to suitable investors and invites the investor for a video conference call with the client.

a. Platform supports synchronised calendars for clients and investors.

b. After a suitable time has been selected by the investor, the platform confirms the meeting automatically. The platform creates a unique web conference for this meeting.

c. Generates an agenda to discuss before the meeting and share the profile of their counterparts before the meeting

d. The platform will help the client with checkboxes, presentation scripts and questions for the investor to conduct optimal presentations and to convince the investor about their investment product

e. Facilitate Video call which has automated agenda visible at the call time and have facility to give feedback related to the agenda points

f. Supports synchronized calendar for clients and investors

5. Payment Option

6. Integrate AI model

a. Track Email responses and Communication

b. Data-driven recommendation algorithms use attributes of clients and Investors to match based on similarity, relevance and fit. A content-based recommendation module uses the data available on investors and the information provided by clients for an initial match. Over time, using historical matching data, a collaborative filtering module will allow for improved matching of clients and Investors that have successfully been connected by the platform. Both these recommendation modules can then be combined into a hybrid recommender system that uses both the attributes of investors, as well as their past history to provide ever more accurate matches.

c. To further improve the AI matching and recommendation framework, there are two approaches that will be explored. Using targeted feedback forms that will be filled out by GPs after each call between a clients and Investors, as well as keyword-based voice recognition during the clients and Investors calls. Each of these approaches allows for collecting massive and granular datasets that can be mined using AI algorithms for learning semantics and further improving the matching algorithm

7. Show a step-by-step process to clients in a Kanban view to progress the capital raising process. Here the platform sends out automatic emails to the investor with relevant documents, such as the pitch deck, financial model, agreements, etc. Here, the platform sends out emails automatically in optimized time intervals. E.g., the investor will receive relevant documents and the platform

a. Sends out teaser (within 1 day)

b. Sends out company presentation (after 2 days)

c. Sends out fund presentation (after 4 days)

d. Sends out financial model (after 7 days)

e. Sends out Limited Partnership Agreement or Term sheet (after 10 days), etc

Note : Investor and Client contacts are managed in separate Pipedrive and you are expected to use Hunter for Email campaign.

Skills: Python, Java, JavaScript, CRM, Software Development

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About the Employer:
( 0 reviews ) Guildford, United Kingdom

Project ID: #31919367

34 freelancers are bidding on average £2832 for this job


Hello there, How are you doing? Just saw your project posted. I read the brief details and I felt I could help you with it because I have good skills with Java, JavaScript, Software Development, CRM and Python. Lets st More

£4500 GBP in 90 days
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Hello there, This is Sakthi from Colan InfoTech. We have gone through your requirement and the features explained well. We have developed a similar application and it has features where clients to find investors More

£3000 GBP in 90 days
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Hello. Experienced Full Stack Web developer here with 8+ years of hands-on experience in Full Stack Developement. I would like to ask the following questions relevant to your project. 1- How will the premium and norma More

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Hello, Warm Greetings! Upon checking your project, I am pretty sure I can produce high-quality and perfect results for your project. By using Python, I used to make AI engines, BOT, Web Scraping Tools, and so on. PHP, More

£2200 GBP in 7 days
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Hello We can build your platform as per your requirement. We as team can also assist you with development of E Commerce, Web/Mobile App design, Customized Software, Branding, UI/UX, Logo design & more. With expertise More

£3000 GBP in 25 days
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hi sir, i can develop this platform you need. .Lets discuss more in private message. im online now. im expert in web app/tool development . i have done several complex SAAS. [login to view URL] ( saas,linkedin More

£4000 GBP in 60 days
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HI Hello Sir, We have gone through the details you have provided and would be pleased to work on this with you to deliver the results that you have expected and We are sure you will not be disappointed if you give u More

£1500 GBP in 7 days
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