Manager Dashboard

In the world of real estate investments, raising capital has always been a time consuming and complicated process. The management of a fund involves navigating a complex web of factors and legal intricacies, adding layers of challenges to the process.

Fund managers typically operate in small teams, overseeing multiple funds that demand attention across various areas such as administration, accounting, and investor relations. In contrast, syndications typically offer only a single investment opportunity, but also share the same problems as a larger fund.

The optimal solution that solves for these challenges will have the ability to empower fund managers and syndicators to quickly create a fund, market it to potential investors, and convert interested parties into investors with just a click of a button.

First, I conducted interviews with all internal and external stakeholders, including fund accounting, fund administration, fund managers, and investor relations. These sessions allowed me to tap into their extensive knowledge about fund creation and maintenance. Additionally, I assessed their thoughts, feelings, and pain points regarding the current platform, which enabled me to develop detailed personas of typical users of the manager dashboard system.

Using these personas, I crafted user journeys with empathy mapping to uncover their true motivations and identify challenges that could be addressed. From the feedback, fund managers emphasized the importance of effectively advertising their opportunities. They needed a way to easily post on social media and track analytics to measure which campaigns were successful in converting leads into investors.

Given the complexities of capital raising, users expressed a strong desire for a simpler process to create and launch a fund or syndication within days, not months. They also wanted improved functionalities that can monitor capital pipelines, oversee investor activities, and streamline mass email communications.

In the ideation phase, I crafted a mind map that transitioned into a user flow site map, aligning existing functionalities and uncovering potential enhancements for users. Following collaborative iterations on mid-fidelity wireframes, I crafted high-fidelity clickable prototypes for early moderated usability testing on feature concepts. This enabled me to meticulously review the testing data with the team, before proceeding with to incorporating changes to enhance the user experience.

From countless iterations, a new solution emerged, empowering real estate fund managers and syndicators to seamlessly create, manage, and raise capital for their funds in one centralized platform. The best hand-curated features have been developed to help them succeed with an all-in-one professional manager platform tailored to their needs. This comprehensive suite of tools and resources makes managing deals easier than ever.

Effortless deal builder.
Users can create their own real estate fund or syndication, customize their waterfall strategy, and launch opportunity pages to send to investors online. This platform streamlines the process, allowing fund managers to focus on raising capital and managing their investments.

Centralized opportunities.
With this platform, users can monitor deals, engage investors, and market opportunities with ease. The digital fundraising features include professional opportunity pages and seamless electronic closes, while the full-featured investor portal offers AML/KYC, accreditation, statements, and more. Fund managers can manage multiple opportunities via a single dashboard, providing a centralized and efficient workflow.

Built in task management.
Never miss a task again. With built-in to-do and task management tools, users can maintain and close deals, address important tasks, respond to investor requests, and more.

Investor relations tools.
With built-in investor management tools, users can easily communicate with your investors and keep them up-to-date on the status of their investments. This seamless experience ensures that users can focus on raising capital their fund or syndication.

Digital fundraising made easy.
Users can effortlessly share on social media and monitor analytics to evaluate which campaigns effectively converted leads into investors. This feature empowers fund managers to optimize their marketing efforts and focus on the most effective strategies.

Convert interest into investors instantly.
Users can invite investors to their real estate fund and close deals quickly using our user-friendly platform. The streamlined KYC/AML procedures and digital signing features make investor onboarding a breeze, ensuring a secure and seamless experience for everyone involved.