Scaling Across Borders: Building a Compliant Investment Platform for Global Expansion

Industry

BFSI

Core Technologies

AWSPythonReact.jsSQLTypeScript

Challenges

The firm had an existing investment management application for the American market, but expansion into India, MENA, and SEA regions required a more scalable and regulation-compliant solution. One of the key challenges was the variation in investment regulations across different countries, making it difficult to standardize the platform for compliance. The limited user base also restricted revenue opportunities, necessitating a system that could accommodate a wider investor network.

Additionally, fierce market competition meant that the company needed an edge in deal sourcing and investor-business communication. A major technical challenge was performance optimization, as the platform needed to process and analyze large volumes of investment data while ensuring seamless multi-user access.

Solutions

We designed and developed a fully customized internal investment platform, Investor Pulse, to streamline investor-business interactions and optimize decision-making.

Centralized Investment Dashboard: A unified interface for investors, employees, and businesses to track investments and analyze market trends.

Multi-Region Expansion Support: Implemented a compliance-ready architecture to manage regulatory differences across India, MENA, and SEA.

Enhanced Performance Optimization: To handle large volumes of financial data, we implemented caching strategies, data virtualization, and dynamic load balancing, significantly improving system efficiency.

Table Virtualization for Faster Data Loading: Enabled infinite scrolling, ensuring only the necessary data is fetched in real time instead of overwhelming the system with large datasets.

Automated Investment Tracking & Analytics: Created real-time filters, sorting tools, and document-sharing functionality for better deal management.

Voting & Decision-Making Features: Investors could cast votes on potential investment opportunities, allowing for more data-driven and collaborative decision-making.

Meeting Agenda & Growth Tracking: Integrated features that let companies set meeting agendas and track business growth over six months, helping investors make more informed funding decisions.

By leveraging React.js and TypeScript, we built a dynamic and intuitive UI, while Python on the backend ensured scalability and efficiency. The integration of Sentry.io and Jest provided real-time error tracking and seamless testing, ensuring a robust and stable platform.

Technologies and Tools

Frontend Development

React.js, TypeScript

Backend Development

Python

Database Management

SQL, Redis

Cloud Infrastructure

AWS

Error & Performance Monitoring

Sentry.io, Jest

Data Analytics & Visualization

Amplitude, High Charts

Authentication & Security

OKTA

Design & Prototyping

Figma

Results

The platform enabled the firm to expand investment operations into India, MENA, and SEA markets, increasing its investor network by 60%.

Performance optimizations reduced data processing time by 40%, improving investor response rates.

The centralized dashboard provided real-time investment insights, reducing manual effort and improving deal efficiency by 35%.

Voting mechanisms and meeting agenda features improved collaboration, leading to a 25% increase in investor participation.

Words of Appreciation

"Thank you, Lucent Innovation, for bringing our vision to life! Your expertise in performance optimization, seamless UI design, and data management has elevated our platform to a whole new level. The new system has streamlined our investment tracking and decision-making process. Working with your team has been an absolute pleasure!"

Michael Carter

Chief Technology Officer (CTO)

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