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DIGITAL ALPHA · FINTECH

Investor onboarding and fund workflows

Built investor passport, subscriptions, portfolio drill-down, messaging, and funding-workspace features across Django and React.

Himanshu SharmaCase study updated

The product problem

Investor onboarding combines entity details, eligibility, documents, and fund-specific workflows. People need to see what is complete, what is missing, and what can happen next.

What I delivered

I built a four-step investor passport for entity details, accreditation, tax, and AML/KYC. The implementation connects Django APIs and React forms with completion tracking and sequential validation. I implemented subscriptions for invited fund classes and a three-level portfolio drill-down over existing APIs, helping users navigate from aggregate views to the underlying portfolio information.

Communication and account visibility

I built LP/GP messaging with S3 attachments and scoped deletion/audit behavior. I also implemented a funding workspace with account summaries and ACH lifecycle activity. I owned these workflow features and their backend/frontend contracts as part of the wider product team. Stack: Django REST Framework, React, PostgreSQL, AWS S3. More professional work
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