Phoenix
Built comprehensive intake and tracking for venture capital investment opportunities across the full funding lifecycle.
The Challenge
Seed-stage investment programs required rigorous tracking from first solicitation through multiple funding rounds, with reporting that satisfied state-level compliance and audit requirements.
The Approach
Engineered the application on IBM Notes and Domino with LotusScript, including mission-critical reporting modules aligned to regulatory obligations for seed-stage investments.
The Impact
A dependable system of record for opportunity flow, follow-on rounds, and mandated compliance outputs.
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