endorsedOngoing

Tiered Authenticated Portal Dev & Design for VC Firm

Services Covered:

Custom Software Development

Industry

Financial Services

Duration

92 months

Budget

50K - 199K

Start Date

1 December 2018

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

74/100

Good

Project Capability Score (PCS) estimates how capable Crowdbotics is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Bee Partners

San Francisco, United States of America

Project Summary

Crowdbotics built a tiered authenticated portal for Bee Partners, enabling authenticated third parties (LPs, investors, founders, and an extended bench network) to assist with requests across portfolio companies. The portal uses Django and PostgreSQL on Heroku with a React Native frontend, was launched from its first sprint and has evolved to include hundreds of endpoints and dashboard monitoring. The client describes the portal as mission-critical, praises the team's transparency and sprint cadence, and reports ongoing collaboration since Dec. 2018.

Key Challenges

Core client team of four was stretched thin managing over 40 active portfolio companies and complex data
Need to extend core team capabilities functionally to manage data and operations across ~600 tracked entities
Automate portfolio operations and enable secure third-party collaboration via a tiered authenticated system

Project Deliverables

Tiered authenticated portal for internal and third-party users
Dashboard elements to monitor portal use and effectiveness
Hundreds of API endpoints across resources and portfolio companies
React Native frontend and PostgreSQL-backed backend
Adobe XD design prototypes and specifications

Project Solution

Crowdbotics has been developing and iterating an internal portal for the client, extending it into a tiered authenticated system that allows reviewed third parties to self-select and assist with portfolio-company requests. The team used Django with PostgreSQL for the backend, React Native for the frontend, hosted on Heroku, worked on a 1–2 week sprint cycle, produced Adobe XD design specifications, and launched an initial portal within the first sprint. The engagement has expanded to hundreds of endpoints and ongoing iterations to open functionality to LPs, investors, founders, and external service providers.

Project Outcome

Portal became mission-critical and is used constantly for decision-making and portfolio response
Crowdbotics consistently met targets and delivered dashboard monitoring for portal effectiveness
High developer performance and strong value for money (specific praise for Jeffrey, Senior Unity Developer)

Platforms

Web
Mobile

Tech Stack

Django
PostgreSQL
React Native

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The portal Crowdbotics have developed allowed the client to make key decisions. Transparent and trustworthy, the team has been able to consistently meet its targets. In addition, their openness to feedback and their ability to do excellent code work secures the ongoing collaboration.”
Tim Smith
Partner, Bee Partners at Bee Partners
Date: 12/08/2020