Premium Catara Capital – CRM Architecture
Conceptual design and technical leadership of the digital infrastructure for an investment startup. Development of a system architecture that separates CRM data from sensitive documents. Focus on data modeling, process automation, and stakeholder coordination.
Tools & Methods
Key Highlights
Project Background
Conceptual design and technical leadership of the digital infrastructure for a Series A investment startup. The core challenge: CRM data must be strictly separated from sensitive investment documents.
Services Delivered
Development of a modular system architecture meeting regulatory requirements. Data modeling for complex relationship structures between investors, portfolio companies, and transactions. Coordination between technical teams, legal department, and C-level.
Outcome
Clear data architecture with clean separation between operational CRM and sensitive documents. Scalable infrastructure as a foundation for further growth.