Yield Invest: Curated Fixed Income for top 1%

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.

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.

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.

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.

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.

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.

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.