About the Client

The client is a UK-based company focused on empowering investors to identify and support small and medium-sized enterprises (SMEs) that are committed to making a positive societal impact. By providing AI-driven digital solutions, they facilitate connections between investors and impact-driven entrepreneurs, enabling meaningful contributions to society and the environment while driving sustainable growth.
Country
United Kingdom
Industry
Fintech
Business Situation
Investors and social entrepreneurs who want to make a positive societal impact often struggle to find as well as support SMEs that align with their specific goals. Despite growing efforts to promote sustainable growth, the current system remains fragmented with limited availability of high-impact opportunities as well as tools to track real-world outcomes.
These obstacles make it difficult for investors to build meaningful partnerships with SMEs that have both growth potential and the ability to create lasting change. The lack of a simple and centralized platform connecting investors with innovative, job-creating, and sustainable SMEs adds to the problem.
To address these issues, the client set out to create an AI-driven portfolio management platform. This platform provides data-driven insights, tailored opportunities, and clear impact metrics, helping investors and SMEs work together to achieve meaningful progress.
To bring this vision to life, they collaborated with Daffodil Software, known for its proven track record in building scalable AI solutions and platforms specific to complex business requirements.
Daffodil Software and the client outlined a comprehensive set of requirements, which included:
Develop a centralized platform that empowers investors by connecting them with SMEs, corporates, and supply chain partners.
Design an intuitive dashboard that provides investors with real-time insights into the social, economic, and environmental impacts of their investments.
Leverage AI to help investors identify SMEs that align with their specific goals such as investment opportunities and commercial partnerships.
Implement tools for investors to access detailed, long-term reports on the social, economic, and environmental impacts of their investments.
Ensure the protection of investors' sensitive business and financial data through robust security measures, including data encryption, secure access controls, and compliance with GDPR and ISO/IEC 27001 standards.
Implement role-based access controls tailored to investor needs to ensure secure, streamlined and relevant interactions on the platform while providing access to the most pertinent information.
The Solution
The initial steps of the process included discovery & planning sessions where Daffodil Software and the client outlined the key business objectives and user requirements for the platform. A detailed analysis was conducted to identify the optimal technology stack and make sure that the platform would meet the demands of SMEs and investors alike. React.js was chosen for the front end to provide an intuitive as well as dynamic user interface while Python served as the backend technology to power the AI and data-processing capabilities of the platform. To manage both structured & unstructured data, we selected PostgreSQL & MongoDB as well as BigQuery was integrated to handle large-scale data analysis and automate insights generation.
With the technology stack in place, the team proceeded to design the platform’s architecture. The solution was designed to employ a variety of components which include AI-based matchmaking between SMEs & investors, real-time performance & impact tracking as well as secure data management. The backend was built to process vast amounts of data, delivering actionable insights that enable investors to evaluate opportunities, track impact metrics, and make well-informed decisions. AI algorithms were developed to analyze key data points, such as economic, social, and environmental impacts, ensuring better alignment with investors’ goals and fostering data-driven partnerships.
Security & compliance remained a top priority throughout the development. Measures such as data encryption, role-based access controls and adherence to GDPR and ISO/IEC 27001 standards ensured the platform met the industry requirements.
Here’s how we helped the client enhance their product’s capabilities and features:
This feature functioned as a centralized hub to consolidate vital information about funding opportunities, grants, and investment options. It provided stakeholders with an intuitive interface to navigate, filter and focus on relevant opportunities for a better decision-making process.
This feature was developed in order to help investors define clear objectives and align their portfolios with measurable impact goals. By guiding stakeholders through the planning stage – it offered structured frameworks like the theory of change to outline expected outcomes. This ensured investors could evaluate opportunities more effectively, identify alignment with their mission, and focus on investments that drive long-term societal and environmental impact.
We implemented this feature to streamline the process for investors. It uses data insights to identify high-potential opportunities which include investment prospects, supply chain partnerships, and commercial engagements. It delivered a steady pipeline of curated opportunities by matching investors with SMEs that align with their focus areas. This facilitated the creation of a mutually beneficial ecosystem, enabling investors to build strategic connections and maximize their societal and environmental impact.
The insights module provided users with a deep understanding of readiness scores, gap assessments and market trends across multiple sectors. It offered predictions and benchmarks to help stakeholders evaluate their position and potential for success. These actionable insights enabled users to make data-backed decisions, adapt their approach and improve their performance in the changing environments.
The reporting tools enabled stakeholders to monitor and assess their performance – exhibiting key metrics such as social, economic, and environmental impacts alongside financial outcomes. These tools generated comprehensive reports that highlighted progress toward sustainability goals and demonstrated measurable results to investors and partners. With a strong focus on accountability & transparency, the reporting feature strengthened stakeholder trust and showcased the real-world impact of initiatives to foster greater credibility and engagement.
The Impact
The development of AI-driven portfolio management platform changed how investors engage with impact-driven opportunities. By providing customized insights and real-time data, the platform enabled investors to precisely assess the economic, social and environmental results of their investments.
Transparency & accountability were provided to investors through detailed impact reports as well as performance measures that enabled them to make informed decisions to promote their goals. The investment value was maximized by this data-based strategy. The client established itself as a pioneer in advancing purpose-driven investment which empowers investors to propel sustainable growth and significantly impact communities across the world.
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