Case study · Advisory and private capital · Auckland
VOLOCEAN: one platform for clients, investors and advisors
FIELDPORTER built the VOLOCEAN client and investment management platform for an Auckland advisory firm. Clients, investors, partners and the advisory team work from one place, with an online application, a staged capital-raising flow, investor matching, submission tracking and AI helpers for documents, instead of chasing updates across emails, decks and notes.
By Freddy Hopkins, founder of FIELDPORTER
- Client
- VOLOCEAN, an advisory and investment firm in Auckland
- What we built
- A client and investment management platform
- Who uses it
- Clients, investors, partners, the advisory team and admins, each with their own view
- Status
- In use, and still being extended with the team
- Scale
- 805 investors in the database
- Built with
- React, TypeScript, Firebase, Google Gemini, role-based multi-tenant access
The problem
The firm's client, investor and deal information lived across emails, decks, spreadsheets and notes. Matching investors to opportunities was manual, and clients, investors and advisors each needed a different view of the same work.
What we built
- A public application form where new clients upload documents, with AI pulling the key details out for the team to check.
- A client home with profile, documents and a staged capital-raising flow.
- An admin pipeline where the team reviews each submission and its documents.
- Investor lists, target-investor lists and investor matching for each opportunity.
- An AI assistant that answers questions using the client's own records.
- Admin views for clients, leads, campaigns and analytics, plus pages for partners.
How it runs today
The platform holds 805 investors and is still being extended, with new work shipping in September 2026. We keep improving it with the team as the way they work changes.
“We wanted to create an AI platform to help run our advisory business, something that could manage clients, streamline admin and help automate our service delivery. Freddy took the time to really understand what we needed and delivered something right on the mark, fast, professional, and great to work with.”
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