Family office managers are a demanding audience with no time to spare. On the other hand, deal providers are concerned with privacy, only looking for serious investors. As a result, both sides lose time actively searching for a business partner and often rejecting the vast majority of offers.
As a first step, we gave deal providers easy access to platform statistics regarding investor criteria, automatically filtering out unwanted deals. Next, we set up the system so family office managers could make profiles to match only certain types of deals. And last, instead of forcing users to search actively, we used automated notifications for matching deals.