Investment Platform for Global Hybrid Capital Fund

Finance

Read about how Akveo engineered a high-performance Retool investor portal and helped a hybrid capital fund successfully centralize investment application pipelines, aggregate unstructured startup metrics, and standardize risk evaluation across LatAm, MENA, and SE Asia.

[ Client ]

About the Client

Our client is a global hybrid capital fund for emerging market FinTech lenders and embedded finance platforms. On its platform, it aggregates early-stage and small lenders to provide large institutional private credit investors with unparalleled access to diversified ABF warehouse facilities. The strategic investments and operations are distributed across Latin America, MENA/SSA, and Southeast Asia.

Finance

USA

2 Months

Retool development

2

Retool developers on the team

2

months for project delivery

3

global EM regions covered

[ Challenge ]

Fragmented Data Across a Multi-Region Investment Pipeline

Management of emerging market investment pipelines led to severe data fragmentation for analysts. They received a constant influx of operational and financial data from FinTech lenders looking for investments, but lacked a centralized system to compare and evaluate these applications.

To address this issue, the new platform was expected to ingest unstructured datasets from across three major global regions (LatAm, MENA, and SE Asia) and translate them into a standardized view. Our task was to deliver a high-performance Retool infrastructure capable of visualizing complex loan book data, startup growth metrics, and financial performance within a unified dashboard.

[ Solution ]

Delivering the Solution

Akveo integrated custom Retool components into an existing investor portal UI to streamline the deal evaluation process. By standardizing diverse financial inputs, the platform transforms raw startup data into actionable investment intelligence.

Centralized evaluation dashboards

The portal provides a structured interface where analysts can review applications from FinTech lending companies seeking growth capital.

Comprehensive data visualization

The platform translates complex data into intuitive charts and graphs. Users can instantly assess critical indicators, including overall financial performance, real-time loan book data, and historical growth metrics.

Cross-portfolio comparative views

To accelerate the deal-screening process, the system features side-by-side comparative tools. Analysts can easily benchmark multiple portfolio candidates against one another.

Multi-region standardization

The platform normalizes diverse datasets originating from LatAm, MENA, and SE Asia.

Driving Deal Velocity

[ Results ]

The custom Retool investor portal provided analysts with a standardized view of complex startup data across global markets and significantly streamlined the fund's deal evaluation process.

Reduced manual data compilation

Investment analysts don't need to waste hours structuring raw startup inputs. The dashboard automatically visualizes growth metrics and financial logs for immediate review.

Simplified comparative analysis

With new side-by-side portfolio candidate views, investors can easily compare startup FinTech lenders against one another to identify the best opportunities.

Standardized cross-border data

The platform facilitates the evaluation of data from different geographical regions, as it creates a unified framework for three distinct emerging markets (LatAm, MENA, and SE Asia).

[ Tech Stack ]