Berkeley Assets

Multi-asset private equity company with a strong, diversified portfolio of investments across the real estate, hospitality, logistics and technologies sectors.

Category: Business Analysis & IT Consultancy
Client: Berkeley Assets
Date: 21/05/2020
Website: https://www.berkeley-assets.com/

Client Challenge

Berkeley Assets needed a modern digital platform to...

Berkeley Assets needed a modern digital platform to present its private equity services, investment opportunities, global real-estate projects, financing solutions, and bespoke capital-raising services to professional and institutional investors. The platform also needed to provide a secure and professional experience for clients tracking opportunities, portfolio information, and performance.

The Solution

We developed a structured investment-focused corporate platform that...

We developed a structured investment-focused corporate platform that organizes Berkeley Assets’ private equity services, real estate opportunities, financing solutions, investment approach, global presence, and client resources. The platform also supports a digital client experience through secure portal functionality for accessing investment and portfolio information.

System Architecture

Private Equity CMS Manage corporate and investment content

Investment Opportunity Management Present available opportunities

Real Estate Portfolio Management Showcase property development projects

Bridging Finance Management Present short-term finance opportunities

Development Finance Communicate development funding solutions

Capital Raising Management Present bespoke capital-raising services

Investment Strategy Content Explain investment approach and philosophy

Client Portal Provide secure access to investment information

Portfolio Tracking Present portfolio and performance information

Team Composition

2 Frontend Developers, 2 Backend Developers, 1 UI/UX Designer, 1 QA Engineer, 1 Project Manager

Project Duration

8 Months

Measurable Results

Investment Services

Before Complex financial offerings

→

After Structured service categories

Investment Opportunities

Before Difficult to explore

→

After Organized opportunity presentation

Real Estate Portfolio

Before Limited digital presentation

→

After Dedicated project portfolio

Financing Services

Before Scattered information

→

After Dedicated finance sections

Capital Raising

Before Limited digital visibility

→

After Structured placement-agent presentation

"Working with the team on the Berkeley Assets digital platform was a great experience. They understood the complexity of presenting private equity, real estate development, financing, and capital-raising services and transformed them into a clear and professional digital experience. The new platform provides investors and business partners with an easier way to explore opportunities, understand our services, and engage with Berkeley Assets."