Investors Circle

About the Client

Investors Circle is a member network of angel investors who are interested in investing in early stage, responsible businesses. A core business process is processing a growing number of applications for businesses seeking to present at the semi-annual venture fairs.

Client Need:
Efficiency of application management had become a huge priority for the organization's scalability. Additional, Investors' Circle needs included:

• A new Web site with an updated design and a new site content architecture
• An on-line system for receiving and managing applications, including payment of application fees.
  
• A secure solution for managing “due-diligence” groups of investors considering a particular company for investment
• A member directory that allows networking amongst members
  

Solution:

ifPeople has developed a new site and an application management system built in Plone.  Leveraging Plone's member management, ifPeople delivered a successful, cost-effective and easy to manage member directory. Additionally, GetPaid was customized to integrate with the application process for payment processing.

Features:

The site for Investors Circle includes:

• A dynamic new design.
• Success stories to highlight members and featured companies.
  
• A help section to reduce staff time spent answering questions from entrepreneurs.
  
• A custom application workflow that includes email alerts to entrepreneurs when their application requires additional information, has been rejected, or is being considered for review.
  
• A custom application reporting system that is easily searchable across many parameters and exports applications to a spreadsheet.
  
• A secure member directory that enables networking amongst members, while protecting the privacy of high-profile angel investors.