Catara Capital – Regulated Data Architecture & VDR Integration
Technical lead and systems architect for a MiFID II-licensed third-party fund marketer. The core focus was engineering a secure VDR integration pipeline seamlessly connected to the Zoho CRM Plus architecture, alongside compliance workflow automation.
Tools & Methods
Key Highlights
Project Background
As Technical Lead for Catara Capital – a MiFID II-licensed third-party fund marketer based in Lisbon – this fully English-language mandate covered the design and implementation of the complete digital architecture. The focus centered on CRM, secure document management, and compliance automation.
What Was Built
Engineered a modular system architecture that strictly separates operational CRM data (Zoho) from highly sensitive investment documents (VDR).
The core of the solution is an automated pipeline that synchronizes permissions in real-time. Investor access to data rooms is automatically provisioned and revoked based on their CRM status. This approach breaks down data silos and entirely eliminates manual handoffs. All access activities are seamlessly documented as audit logs within the CRM for regulatory compliance.
Outcome
The entire data architecture is fully operational, ensuring strict separation of non-critical CRM data and highly sensitive investment documents. Recurring compliance workflows run fully automated, ensuring continuous audit readiness. The deep system integration successfully eliminated the need for manual data room permission management.