DiversyFund Investor Portal and app allows anyone to invest in commercial multi-family real estate for a low as $500. Unlike the typical commercial real estate investment industries and platforms, you don’t need to invest hundreds of thousands of dollars due to the crowdfunding aspect.
- Integrated with Plaid to allow the investor to link their bank account to fund their investments
- Integration with Persona for AML (Anti-Money Laundering)/KYC (Know Your Customer) functionality to help verify identities and prevent fraud
- Two-factor authentication for increased security.
- Supports Multi-property and single property investments across the US.
- Automated Subscription Agreement and tax document PDF generation for investor records.
Accomplishments
- 233% increase in Investor engagement for accreditation
- $60K+ reduction in annual tech platform licensing costs within first 3 months
- Deployed and integrated HubSpot with BI tools, the investor platform and Email Marketing Automation tools as well as custom configuration and data imports.
- Deployed site-wide GDPR and CCPA Compliance, Cookie Consent functionality
- Increased security by adding two-factor authentication for all account information and PII data
- Implemented JIRA templates and automation to reduce project management time by 30%
- Implemented vendor platform assessment processes.
- Implemented Data security processes