3i Capital: building the "Robinhood for alternative investments" — 500+ HNW investors and $200M in transactions
A member-exclusive platform for accredited investors that automates onboarding, deal sharing, fund syndication, agreement execution, and disbursement — with Forest Admin, Zoom, and Slack integrations. Facilitated $200M in transactions.
Company Background
A member-exclusive platform for accredited investors that automates onboarding, deal sharing, fund syndication, agreement execution, and disbursement — with Forest Admin, Zoom, and Slack integrations. Facilitated $200M in transactions.
3i Capital was running alternative-investment operations on Airtable and manual workflows. To scale as a community of accredited investors syndicating deals together, they needed a purpose-built platform — onboarding, deal flow, interest aggregation, agreement execution, and disbursement, all automated and wrapped in a secure member-only experience.
Link to ProjectEngagement
3i Capital was running alternative-investment operations on Airtable and manual workflows. To scale as a community of accredited investors syndicating deals together, they needed a purpose-built platform — onboarding, deal flow, interest aggregation, agreement execution, and disbursement, all automated and wrapped in a secure member-only experience.
How we approach this project
We started with business-process analysis and collaborative UX workshops, then built a secure web platform for approved, paying members. The platform automates the full operational lifecycle, integrates Zoom for due-diligence calls, posts to Slack for real-time deal notifications, and runs on a Forest Admin panel that gives the 3i team full monitoring and administration without touching the database. Regional directors manage community events globally through the same system.
The challenge
3i Capital — an initiative of Create Venture Studio, seeded by angel investors — set out to be a Robinhood-style experience for alternative investments, but with a community layer where accredited investors syndicate deals together. The operations were running on Airtable, email threads, and manual tracking. To grow, that had to change.
What we built
- Member-only platform. Secure access for approved, paid members. Onboarding, KYC, and profile management all automated.
- Deal workflow. From deal sharing and interest aggregation through syndication, agreement execution, and disbursement — every step moved off manual process and into the platform.
- Multimedia deal rooms. PDF uploads, multimedia presentations, and Zoom integration for due-diligence calls.
- Forest Admin. A unified back-office panel so the 3i team can monitor and administer every aspect of the platform without developer involvement.
- Community layer. Slack notifications, email touch-points, member perks, and regional director-led networking events surfaced directly in-product.
The outcome
500+ high-net-worth investors and $200M in transactions flowed through the platform. The team got out of spreadsheets and into a business that scales.
"I have had a very good experience working with AppRocket and they would be the first guys I go to if I ever work with an agency again."
— Junho Kim, Director of Product & Growth, 3i Capital
This is what we achieved for 3i Capital
500+ high-net-worth investors onboarded, $200 million in transactions facilitated, and a dramatic reduction in manual workload. Deal sharing, syndication, and fund disbursement are now streamlined end-to-end.
- 01FinTech
- 02Alternative Investments
- 03Platform
- 04Community
- 500+
- HNW investors onboarded
- $200M
- Transactions facilitated
- End-to-end
- Manual work eliminated
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