Yield Invest
A leading platform for curated fixed-income investments
Services
Development
Tools
Bubble, Framer, Custom Code
Deliverables
Webapp
Year
2024
About
Yield Invest
The platform is a responsible fixed-income initiative dedicated to strong governance and sustainability, aiming to uphold transparency, accountability, and world-class standards across all aspects of its operations.
Challenge
YieldInvest, which sells bonds offline, has identified its product-market fit. To scale to a world-class standard, the company must transition online and develop a responsive web application suitable for all types of users.
Solution
YieldInvest partnered with CloseFuture to develop a responsive web app, designed to serve clients, partners, and administrators. To bring the product to market faster and ensure the highest level of security, we chose to build the web app using Bubble and the marketing site using Framer.
Development
Deal Marketplace
Built a deals marketplace where customers can explore multiple deals, filter and search based on their risk appetite, and click on a specific deal to view future cash flows, access related documents, and make a purchase.
Track Cashflows
Created a cashflows page to display all cashflow-related details of purchased deals, with functionality to filter by transaction type, status, and date range. Additionally, an intuitive bar chart has been designed to visualize future cashflows for each deal.
Dashboard
The dashboard page displays customers' risk exposure to any company or deal, as well as the overall returns. It also provides information on order placements, cancellations, order finalizations, and cash flows, categorized by company type, with an option to view the data excluding taxes.
The Result
CloseFuture and its responsive application provide a responsible investment platform that balances simplicity with strength. It offers a modern, user-friendly experience designed to enhance investor engagement while upholding accountability and world-class standards.
CloseFuture has delivered a web app with responsive designs and zero bugs that around 10,000 users are already leveraging. The team has commendable work ethic and delivers ahead of schedule. Moreover, they're understanding and knowledgeable, recommend best practices, and never say no to a challenge
Manikya Saiteja
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