Capital Circle is a curated online investment platform that offers premium investment opportunities for potential investors. We helped them craft a robust, versatile, and easy-to-manage platform — all while maintaining compliance with government regulations.

The Concept

Can a platform comply with complex regulations, and be simple to use? Capital Circle needed a website that would connect online investments in a niche market. Obviously, investment opportunities had to be easy to access and customize. 

At Capital Circle, investors begin by creating an account. Once they create an account, investors can browse through details of both past and present transactions. At the point of investment, Capital Circle staff will enter into a more comprehensive evaluation process in order to make sure the investor meets the legal definition of “accredited.” 

Upon opening an account, investors have the opportunity to see exclusive and/or confidential information regarding transactions. They may have access to business information and financial data that is not publicly available — data that was concealed behind third-party APIs. 

"Very kept us involved and up-to-date throughout each phase of the development process. They were incredibly attentive to our goals, often providing constructive feedback on how best to set up our platform."
- Michelle Sibley, CFO of Capital Circle

The Process

Capital Circle wanted to integrate third-party APIs, several of which were unfinished. And in a highly regulated industry, everything had to be 100% compliant. Capital Circle chose Very because we had highly relevant experience building a robust investment platform in an online marketplace. We worked closely with Sachs Capital Group in the design and workflow of the new website.


The Results

We delivered a product built on an up-to-date platform, for speedy customization. We found ways to get predictable results from unpredictable third-party APIs, which we plugged in using a robust API.

Our process resulted in a successful launch for Capital Circle — thanks to an end product that concealed a multitude of complexities, while simplifying the investment process.



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