Harbor Capital

Investor portal for private funds

Investor onboarding, KYC, capital call tracking and quarterly reporting for a private-equity boutique.

Client

Confidential client

Duration

10–12 weeks

Our role

Product strategy, design and full-stack engineering

Concept

Finance · Harbor Capital

Challenge

The team needed a finance solution that investor portal for private funds — without the fragility of stitched-together tools or the overhead of a full custom platform on day one.

Approach

We ran a focused discovery, defined the smallest end-to-end slice that would prove the model, and built on Next.js + Prisma so the platform could grow without a rewrite.

Outcome

A concept product with clear metrics, a documented architecture, and a delivery cadence the internal team can sustain.

Objectives

What we set out to achieve together.

Establish a scalable finance foundation aligned to the business model
Ship a production-ready experience that investor portal for private funds
Instrument analytics, observability and quality gates from day one
Hand over documentation, playbooks and support pathways for the internal team

Tech stack

The tools chosen to keep the platform reliable, observable and easy to evolve.

Next.js
Prisma
Postgres

Milestones

A phased delivery designed to de-risk each stage.

1
Week 1–2
Discovery & architecture
Stakeholder interviews, competitive review, information architecture and technical blueprint approved.
2
Week 3–5
Design system & core flows
Brand-aligned design system, high-fidelity flows for the primary journeys, and accessibility baseline.
3
Week 6–9
Build & integration
Implementation across Next.js, Prisma, Postgres, with automated testing and staging environments.
4
Week 10–12
Launch & handover
Performance, security and SEO audit, phased rollout, monitoring dashboards, and team enablement.