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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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