We built a secure and user-friendly platform for Mid Atlantic Secured Income Fund to simplify investor onboarding and investment management. The system supports both new and existing investors, guiding them step-by-step from registration to signed agreements.
Duration: Jul 2024 - Present | Industry: • Real Estate • Business
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The client is a specialized private debt fund offering real estate-backed loans. They wanted to enhance their investor onboarding and investment process while keeping their operations and investor information confidential.
We built a secure and user-friendly platform for Mid Atlantic Secured Income Fund to simplify investor onboarding and investment management. The system supports both new and existing investors, guiding them step-by-step from registration to signed agreements.
The client needed a secure digital way to onboard investors and collect investments. Their manual process was slow, error-prone, and hard for investors to follow. They also needed to protect sensitive investor data and support different investor types (individual, entity, joint) while keeping confidentiality.
Manual onboarding caused delays and extra work for staff.
Multiple steps and document requirements confused some investors.
Joint investments required coordination between multiple signees.
The client needed reliable identity and address capture and integration with existing systems.
We built a Laravel platform that guides new and existing investors through a clear, step-by-step workflow. New investors complete a qualification questionnaire, upload documents, and sign agreements with three e-sign options (draw, type, upload). Existing investors log in with username and PIN and are matched with HubSpot records for fast investment entry. The system enforces min/max investment rules, shows plan-specific distributions, uses Google Places for address auto-complete, and tracks application state throughout the process.
Step-by-step UI with sidebar progress and sub-steps to reduce confusion.
Three signature options and secure document upload to simplify completion.
Google Places for accurate address entry and HubSpot integration for existing users.
Validation of investment amounts and dynamic distribution selection per plan.
State-based tracking for single and joint investments until all signatures are complete.
Here's a breakdown of the steps we took to bring this project to life, from the initial idea to the final launch.
Week 1
We met with the client to understand their business, investor types, and compliance needs. We mapped the user flow from visit to signed application, defined data and security requirements, and chose the tech stack (Laravel with TALL where appropriate). We created a prioritized backlog, success metrics, and an integration plan for HubSpot, Google Places, and e-signature tools.
Week 2 to 4
We designed wireframes and interactive prototypes that show the step-by-step onboarding flow and sidebar progress with sub-steps. Usability was tested with sample users and client stakeholders to refine copy, form fields, and error handling. We finalized visual components, responsive layouts, and the signature UI (draw, type, upload) for implementation.
Week 5 to 10
We implemented the UI using Tailwind and client-side interactions (Alpine/Livewire pattern). Forms, validations, progress sidebar, address auto-complete (Google Places), and the document/signature components were built and iterated on. We focused on accessibility, mobile responsiveness, and smooth transitions between steps to reduce user drop-off.
Week 11 to 16
We built the Laravel backend: database models, application state machine (pending, waiting for co-signers, complete), API endpoints, file storage and secure access, and PDF generation for agreements. We implemented HubSpot matching for returning investors, integrated Google Places for address suggestions, and connected the e-signature module. Security controls, encryption for sensitive fields, and audit logging were added.
Week 17
We ran QA, security checks, and end-to-end tests for both new and existing investor flows. We conducted user acceptance testing with the client, fixed issues, and completed performance tweaks. After final approvals, we deployed to production, monitored the launch, and provided training and documentation for client staff.
Build a secure, compliant online system for investor onboarding and investment management.
Reduce manual processing time and lower staff workload.
Provide a clear, guided user experience for new and existing investors.
Ensure accurate data capture (address autocomplete, HubSpot matching) to improve records.
Support individual, entity, and joint investments with state-based application tracking.
Offer flexible e-signature options and secure document handling.
Make the system extensible for future plans and integrations.
The platform made onboarding faster and easier while improving data accuracy and compliance. Investors have a clearer path from first visit to signed application; the client has better tracking and fewer manual tasks. The system scales for different investor types and can be extended to support more integrations or plans in the future.
Faster onboarding and fewer manual interventions for staff.
Clearer investor experience with less drop-off during multi-step flows.
Improved data quality through address autocomplete and HubSpot matching.
Flexible signing and state-tracking that handles joint investments smoothly.
A secure, extensible foundation ready for future features and integrations.
The onboarding flow breaks the application into small, focused steps and shows progress in a left sidebar (desktop) or a top progress bar (mobile). Each step can contain sub-steps so users always know what’s next and where they left off.
This reduces abandonment and support requests because the interface explains required inputs, shows validation messages inline, and lets users save progress. The guided flow also helps staff quickly identify where applicants stall and improve those steps over time.
New investors select whether they invest as an individual, joint party, or legal entity, and the form adapts to request the right documents and fields. This prevents asking irrelevant questions and speeds up completion by only showing necessary inputs.
For joint investments, the system captures contact emails for co-investors and manages separate signer roles. For entities, it collects corporate identifiers, beneficial ownership, and required authorizing documents to ensure compliance.
Before allowing investment, new investors complete a short, three-page questionnaire that captures accreditation status, risk tolerance, and investment experience. The questionnaire is concise and uses conditional logic to show only relevant questions.
Answers determine whether the user can proceed and which products or amounts are available. Results are stored with the application for audit purposes and to support regulatory reporting when needed.
Address fields call the Google Places API to suggest addresses as the user types, allowing one-click selection and consistent, validated location data. This reduces typing, corrects common mistakes, and ensures standardized addresses for KYC and tax forms.
The system also stores structured address components (street, city, state, postal code, country) for backend processing and third-party integrations. This helps with automated document pre-filling and reduces manual staff corrections.
Investors upload required documents (IDs, entity paperwork, bank statements) through a secure uploader that validates file types and size, shows a preview, and stores encrypted copies on the server. Uploads are tied to the application record and versioned for audit.
Reviewers can mark documents as verified or request re-submission with clear comments. The upload workflow minimizes back-and-forth email, speeds verification, and keeps sensitive files protected with role-based access and encryption-at-rest.
When agreements are ready, investors can sign using three supported methods: draw directly on-screen, type a signature (with font rendering), or upload a scanned signature file. Each method captures metadata (time, IP, method) for legal and audit trails.
Signed PDFs are generated and attached to the application. For joint investments, the platform tracks who has signed and sends reminders to pending signees. This flexibility increases completion rates by matching user comfort and device capabilities.
Applications flow through defined states (e.g., draft, pending verification, waiting for co-signer, completed) so both staff and investors see a single source of truth. State changes can trigger emails, reminders, or backend jobs (like PDF generation or fund settlement).
The state machine supports custom states and business rules, making it easy to add new workflows later (for example, manual review or compliance hold). Audit logs record every state transition, supporting transparency and regulatory needs.
Returning investors sign in with a username and PIN, which the system uses to match their profile to HubSpot records and pre-fill known details. This lets experienced investors add new investments in a few clicks without repeating paperwork.
After selection of a year-note product and distribution option, the platform validates minimum and maximum amounts and displays applicable interest rates immediately. The quick flow reduces friction and speeds the time from intent to executed investment.
We worked with ZENOITECH to build a secure, easy-to-use platform for investor onboarding and management, and they absolutely nailed it! It guides new and existing investors from sign-up to signed agreements with no hassle. The system cuts down manual work, keeps data accurate with cool features like address autocomplete and E-signatures, and supports all kinds of investments individual, entity, and joint. Plus, it's built to grow with us. Super happy with their work highly recommend!
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