AI Scoring: Streamlining Investment Decisions

Streamlining Investment with AI-Powered Scoring

Dataforest developed an AI-powered web application for an investment firm focused on sustainable tech ventures. The platform streamlines workflows by collecting and integrating data on European start-ups into a dynamic database. Using AI-driven scoring and predefined criteria, it ranks companies, helping investors easily identify and evaluate top opportunities.

Web and mobile development

Finance

Fintech

Web and mobile development

Finance

Fintech

mil+

companies scraped

2200

parameters used for scoring

About the client

The client is a Spain-based investment firm that focuses on investing in exceptional founders building leading tech companies in Europe with a sustainable approach.

Tech stack

Python

PostgreSQL

AWS Cloud

Django

ChatGPT

The client's needs

The client aimed to revolutionize their investment decision-making by developing a web platform that consolidates data from multiple sources, automates rankings and scoring through an AI-driven approach, and sharpens focus on high-potential investment opportunities.

Challenges & solutions

Challenge

The lack of automation in business processes led to inefficiencies and higher operational costs.

Solution

Dataforest developed an internal platform with AI capabilities that automated key business processes, optimizing data collection, consolidation, and opportunity evaluation while significantly reducing manual effort and operational overhead. Additionally, the platform supports a continuous update process, ensuring data is consistently powered by the most up-to-date information.

Challenge

The client struggled to consolidate scattered data on European start-ups from multiple sources and required seamless integration with their internal Affinity CRM.

Solution

Dataforest developed a modern database that unified data from various sources, including DealRoom, Crunchbase, and email newsletters. Advanced tools like PaddleOCR were used for image recognition, while ChatGPT enriched data through LinkedIn parsing. LLaMA automated the merging of information for identical companies, and the solution seamlessly integrated with Affinity CRM, creating a centralized and efficient data repository.

Challenge

Evaluating investment opportunities was time-consuming and inconsistent, requiring precise and actionable insights to identify high-potential projects effectively.

Solution

We implemented advanced AI-powered scoring algorithms to automate rankings across hundreds of parameters. These algorithms analyzed and scored data, delivering actionable insights that streamlined evaluations and enabled users to prioritize high-value opportunities, saving time and improving decision accuracy

Challenge

Users needed an intuitive interface to access insights, review opportunities, and initiate actions efficiently.

Solution

Dataforest designed a user-friendly interface featuring detailed company profiles, advanced filtering options, data visualization through charts, and notification-based updates. This streamlined approach simplifies data access and enhances decision-making

Challenge

Solution

Challenge

Solution

Challenge

Solution

Challenge

Solution

Luxury Retailer AI Demand Forecasting Implementation

Results

Dataforest developed an internal platform that transformed the client’s investment decision-making process. By consolidating and enriching data, automating rankings with AI, and integrating seamlessly with the client’s Affinity CRM, the platform streamlined workflows and significantly reduced manual effort. It empowered users with detailed insights, monitoring tools, and actionable features, enabling faster, more informed, and efficient evaluation of high-potential projects.

Streamlining Investment with AI-Powered Scoring

Steps of providing web applications services

Step 1 of 7

Web development discovery

In the initial stage of the web-based development project, professional business analysts make detailed documentation of the project requirements and the approximate structure of the future web application. DATAFOREST is a custom web application development agency, guided by extensive experience in multiple industries. We give you detailed project documentation and then assemble the team according to your time and budget.

Step 2 of 7

UX and UI design

Based on your wishes, the needs of your target audience, and the best web application design and development practices, our UX and UI experts create an aesthetically pleasing and user-friendly interface for your app to satisfy even the most demanding users.

Step 3 of 7

Web-based application development

At DATAFOREST we are following the best programming design principles and approaches. Being a data engineering company, we build high load platforms, with a significant level of flexibility and result orientation. We keep our deadlines and follow SOC 2 compliance requirements.

Step 4 of 7

Integration

With DATAFOREST, integrating the application into your business won’t stop your processes for a minute. We provide seamless integration with your software infrastructure and ensure smooth operation in no time.

Step 5 of 7

Quality assurance

We use a multi-level quality assurance system to avoid any unforeseen issues. Working with DATAFOREST, you can be confident that your web app development service solutions arrive to the market polished and in full compliance with all certification requirements.

Step 6 of 7

24/7 support

Once a product is released to the market, it’s crucial to keep it running smoothly. That’s why our experts provide several models of post-release support to ensure application uptime and stable workflows, increasing user satisfaction.

Step 7 of 7

Web app continuous improvement

Every truly high-quality software product has to constantly evolve to keep up with the times. We understand this, and therefore we provide services for updating and refining our software, as well as introducing new features to meet the growing needs of your business and target audience.

Success stories

Check out a few case studies that show why DATAFOREST will meet your business needs.

All Success Stories

Financial Intermediation Platform

The project aims to develop a deal origination platform for private equity investments in infrastructure-related sectors and involves building a secure, interactive B2B platform from scratch, with sign-up functionality to connect investment firms to proprietary investment opportunities. DATAFOREST built a highly-loaded platform and applied AI functionality to empower the application's development.

98%

model accuracy

100%

timely development

Enrico Cattabiani

Founder & CEO IDN, Infrastructure Deals Network

View case study

Financial Intermediation Platform preview

They understood our requirements, translated into actions rapidly, and adapted to requests easily.

Bank Data Analytics Platform

The Bank Data Analytics Platform project aims to develop a web-based application for the Client and its customers to query and analyze data relating to various banks and other financial institutions. The project involves building an interactive B2B web app with custom dashboards and analytics features, as well as using AI functionality to empower the application's development and analytics capabilities.

30+

system integrations

19%

CX boost

Stuart Theobald

Chairman Intellidex, Financial Services and Consulting company

View case study

They've had a quick grasp of what we are trying to do and delivered to our spec without a fuss.

Performance Optimization & Bottlenecks Elimination

The financial services company faced performance issues and bottlenecks on its financial platform and was looking for a DevOps partner to increase application performance, stability, and resilience, and reduce operational costs. DATAFOREST performed a technical audit of the current AWS infrastructure, created a bottleneck monitoring system, re-developed inefficient SQL queries and data pipelines, and implemented horizontal scaling and a microservice approach using Docker and Kubernetes.

1000%

performance boost

20%

cost optimization

Daniel Garner

CTO Flexium, FinTech company

View case study

Performance Optimization & Bottlenecks Elimination preview

The team of DATAFOREST is very skilled and equipped with high knowledge.

RedLeo: The All-in-One Financial Platform to Manage Business Payments

Dataforest created a robust financial services platform named RedLeo to manage finance transactions. The platform, RedLeo, featured IBAN, SEPA, SWIFT payments, virtual cards, expense tracking, and team fund management. With TeslaPay and Stripe APIs, two-factor authentication, currency exchange, and enhanced security, Dataforest delivered a smooth, scalable solution fit for start-ups to enterprises.

top providers integrated

97%

View case study