Private markets offer high-potential returns – but behind the scenes, they’re messy. Paper-heavy, compliance-bound, and operationally complex. For Swiss investment platforms like Stableton, that complexity became a barrier to scale – until they rethought their technology from the ground up.
This article explores how one investment firm tackled the challenge of building a digital platform for private markets – and what any asset manager or investment firm can learn from it.
Challenge 1: Private Markets Move Differently
Investing in privately held, late-stage growth companies isn’t like buying a stock. There’s no standardised process. Everything – deal sourcing, data room access, legal review, settlement – requires coordination between multiple parties, often across borders.
Without a structured platform, it becomes slow, opaque, and error-prone.
That’s why the Swiss firm needed a digital system that could:
- Support complex investment flows (across SPVs, funds, feeder vehicles)
- Make documentation and compliance easy for investors
- Help managers scale without adding headcount
Challenge 2: Regulation and Reputation
Switzerland has clear, non-negotiable rules around financial compliance – especially in the fintech space. Any platform had to support:
- AML (Anti-Money Laundering) checks
- KYC (Know Your Customer) workflows
- Full auditability for FINMA and international standards
There’s no room for error when handling high-net-worth investors or institutional partners. And beyond compliance, data privacy needed to meet enterprise-grade standards.
The Tech Solution: Build for the Process, Not Just the Interface
Together with S-PRO, the investment firm developed a custom digital platform focused on private markets. But this wasn’t just a dashboard layer. It restructured the entire investment process.
Key capabilities included:
Streamlined Investment Workflow
- Centralised deal pipeline
- Role-based collaboration tools for legal, compliance, and investor relations
- Structured documentation process (from deal launch to close)
Secure Data Management + Analytics
- Permission-based access to sensitive financials and contracts
- Advanced analytics for tracking performance and investor allocations
- Visualisations for pipeline, liquidity events, and portfolio health
Built-in Compliance
- Integrated AML/KYC workflows
- Identity verification tools
- Secure, encrypted data handling with audit trails
The architecture allowed Stableton to launch new offerings faster and onboard new investors without the usual friction or manual coordination.
The Results
Operational Efficiency: Paperwork went digital. Teams could execute deals faster, reduce errors, and collaborate across departments in real time.
Data-Driven Investing: With all investment data centralised and visualised, the firm could track performance, detect opportunities, and adjust portfolios with more confidence.
Trust and Security: Robust compliance handling increased investor trust, minimised regulatory risks, and laid the foundation for broader market access.
Why This Matters for Other Firms
Private market investing is on the rise – from alternative funds to tokenised assets. But the infrastructure to support it hasn’t kept up.
If your firm is still using disconnected CRMs, shared drives, and Excel to manage multi-million dollar deals, it’s not a tech problem – it’s a risk problem.
Purpose-built investment management platforms for private markets can help you:
- Scale faster without extra headcount
- Stay compliant across borders
- Provide investors with a seamless digital experience
And when you combine fintech expertise with smart architecture, like in this case, you don’t have to sacrifice flexibility for control.
