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Fin-tech · SaaS

Bullseye

Investor–Advisor Matching & Engagement Platform

Bullseye is an investor–advisor matching and engagement platform that pairs capital with the right advisory relationships, then keeps those relationships productive with structured engagement tooling.

Tech stack
  • Next.js
  • TypeScript
  • Node.js
  • PostgreSQL
  • Redis
  • Stripe
  • AWS
Duration6 months
StatusLive

Key features

Smart matching

Scoring engine pairs investors and advisors by thesis, sector, and stage.

Engagement workspace

Shared rooms with agendas, notes, and action tracking.

Verified profiles

Identity and track-record verification builds trust on both sides.

Deal pipeline

Structured stages from intro to committed capital.

Billing & payouts

Stripe-backed subscriptions and success-fee handling.

Analytics

Engagement and conversion metrics for platform operators.

Inside the app

Bullseye — investor onboarding hero screen
Bullseye — advisor performance analytics
Bullseye — investment portfolio overview
Challenge

Investor–advisor introductions were happening over scattered emails and warm intros, with no way to measure fit or keep engagements on track.

Solution

We designed a matching model plus a structured engagement workspace, giving both sides a single place to meet, transact, and follow through.

Outcome

Higher-quality matches and measurably better follow-through, with operators gaining full visibility into the engagement funnel.

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