Deployed

In Review

October 21, 2025
📋 Foundation
Market Opportunity
Strategic Positioning
Core Product Vision
🎯 Strategy
MVP Scope
User Flows
Business Model
⚖️ Operations
Validation Strategy
Risks & Mitigation
📊 Analysis
Key Metrics & Success Criteria
✅ Conclusion
Decision Framework
Next Steps

Schedule a Strategy Call

It's fast!

Deployed
User Flows
K
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
8
Min

User Flows

Step-by-step user journeys for the three primary user types — sellers, buyers, and administrators.

User Flows - Deployed

User Flows Overview

These flows represent the happy path — the ideal journey for verified institutional users on Deployed.
All users have the same capabilities; the difference lies in what they choose to do on the platform:

  • Access Liquidity — list assets or holdings they wish to sell, partially or fully.
  • Raise Funds — list new opportunities seeking capital.
  • Deploy Capital — discover, evaluate, and engage with listings aligned to their mandate.

Edge cases and error handling are documented separately in the technical specification.

Flow 1: Platform Access & Verification

1

Step 1: Apply or Invite

• User either receives a private invitation link from an administrator or applies for an invite via the Early Access form. Regardless of entry method, all users complete the same onboarding process.

• Application fields include:
  • First Name
  • Last Name
  • Organisation Name
  • Organisation Website
  • Email
  • Objectives (Fundraising, Liquidity, Investing)
  • Role in Real Estate (Acquirer, Sponsor, Asset Seller, Developer, Wealth Manager, Advisor, Lender)
• User reviews and accepts disclaimers:
  • Access by invitation only; application does not guarantee admission.
  • Deployed is a data and intelligence platform, not an advisor, broker, or agent.
  • Use is restricted to institutional or professional participants only.
• Email verification link sent → user confirms.
• If an application: Admin team reviews submission; upon approval, user receives confirmation and login credentials.
• If an invitation: User receives confirmation and login credentials directly upon admin approval.
2

Step 2: Account Setup & Verification

• User logs in and completes their institutional profile, including:
  • Company name, address, and registry details
  • LinkedIn URL
  • Role and department
  • Optional supporting documentation (if required)
  • Required data fields to enable higher trust scoring
• System performs an automated company-registry cross-check to confirm legitimacy.
• User completes LinkedIn verification (profile validation and company match).
• User reviews and accepts the Terms & Conditions and Data Use Policy.
• User submits profile for Basic Verification.
• Admin reviews, assigns Trust Score, and grants full platform access.
  • User must complete Create New Thesis as first step on the platform
  • Then he is directed to Create New Listing

Flow 2: Listing Workflow (Access Liquidity or Raise Funds)

1

Step 1: Create a Listing

• Dashboard → click "Create New Listing."
• Fills in structured form:
  • Transaction Type, Real Estate Subsector, Asset Type, Location, Stage, Size, Indicative Value, and Summary.
• Uploads documents (teasers, IMs, financials, photos, etc.) and tags them as Pre-EOI or Post-EOI visibility.
• Optionally uploads NDA required for access approval.
• Selects visibility: Redacted (metadata only) or Open (full details).
• Previews listing → submits for admin validation.
2

Step 2: Manage Expressions of Interest (EOIs)

• Receives notifications when verified users submit EOIs.
• Reviews requester's profile and trust score.
• If NDA is required → system prompts user to execute it before proceeding.
• Approves or denies access; upon approval, Post-EOI data and documents become viewable.
3

Step 3: Track Activity & Update Listing

• Monitors listing engagement (views, EOIs, document downloads).
• Uses contextual exchange module (chat) for clarifications or document-related communication (not networking).
• Updates listing status to "Active," "Withdrawn," or "Closed" once external discussions progress.

Flow 3: Discovery Workflow (Deploy Capital)

1

Step 1: Search & Filter

• Dashboard displays active redacted listings.
• User applies structured filters: Transaction Type, Real Estate Subsector, Location, Stage, Size, and Indicative Value.
• Saves searches and enables alerts for new relevant listings.
2

Step 2: Submit Expression of Interest (EOI)

• Selects listing → clicks "Submit EOI."
• Adds optional message describing investment mandate or strategic fit.
• If NDA is required, system prompts execution before submission.
• EOI submitted → listing owner and admin notified.
3

Step 3: Access Granted

• Once the listing owner approves the EOI, user receives confirmation.
• Gains access to full structured data and Post-EOI documents within the light data room.
• Can download permitted files and use contextual exchange module (chat) to request clarifications.
4

Step 4: Continue Off-Platform

• After reviewing data, user proceeds with due diligence, structuring, and negotiation externally.
• Deployed records activity only for trust scoring and internal analytics.

Flow 4: Thesis Workflow (Mandate Definition & Matching Foundation)

1

Step 1: Create New Thesis

• Upon verification, users are prompted to create at least one thesis before accessing or listing opportunities.
• Dashboard → "Create New Thesis."
• User selects one or more thesis categories based on sector, ticket size, transaction type and other required fields.
2

Step 2: Save & Enable Access

• Previews listing → Saves thesis → chooses visibility level:
  • Private (default): used for admin and AI matching only.
  • Discoverable (optional): may be used for future automated notifications.
• Once at least one thesis is created, user gains full platform functionality.
• Thesis data becomes part of the structured dataset for manual and future AI-driven mandate matching.
  • Submits for admin validation (to enable auto matching)
3

Step 3: Manage Theses

• Users can edit, create more than one, or archive theses as mandates evolve.
• Admins review new theses for completeness, validate structure, and use them in manual matching during Phase 1.

Flow 5: Administrator Workflow (Verification, Oversight & Matching)

Daily

Verification & Admissions Queue

• Review new applications and invitation requests.

• Validate company registration, LinkedIn profiles, and professional credentials.

• Approve, reject, or request additional documentation.

• Assign or update trust scores for verified entities.

Weekly

Data Quality & Manual Matching

• Review all new listings for format accuracy, confidentiality compliance, and NDA integration.

• Validate and review newly created theses for data completeness and standardization.

• Use thesis and listing metadata to perform manual mandate-to-deal matching.

• Review flagged listings for policy violations, duplicates, or inappropriate content.

• Update trust scores based on verified user behaviour.

• Record findings and matching results to train future AI-matching algorithms.

Monthly

Platform Health & Intelligence Reporting

• Review global platform metrics (verified users, listings, theses, EOIs, and access patterns).

• Generate intelligence reports highlighting trends in mandates and liquidity needs.

• Refine taxonomy, structured-data schema, and thesis fields based on usage patterns.

• Identify inactive users for re-engagement.

• Plan feature and data-model improvements based on user feedback and behavioural insights.

Flow 6: Monitoring Listings & Pipeline Management

Users can monitor all listings — both those they own (for fundraising or liquidity) and those they engage with (for capital deployment) — from a unified dashboard.

Each listing progresses through structured stages that display its status, engagement levels, and counterparties.

Part A: Monitoring Owned Listings (Raise Funds / Access Liquidity)

1

Step 1: Access "My Listings" Dashboard

• User navigates to Raise Funds → My Fundraise Listings or Access Liquidity → My Liquidity Listings.
• Dashboard displays listings grouped by four stages:
  • Not Published: Draft listings still in creation or under admin validation.
  • Published: Active listings visible to verified users in redacted or open form.
  • EOI Received: Listings that have received one or more expressions of interest.
  • EOI Accepted: Listings where the owner has approved one or more counterparties and granted access to post-EOI data.
2

Step 2: View Listing Metrics & Status

• Each listing card shows:
  • Title, asset type, and subsector
  • Indicative value and location
  • Status label (e.g., "Published by User Eva")
  • Engagement indicator (e.g., "EOI received by Israel Bank")
  • Hover or click reveals EOI count, counterparties' names, timestamps, and status (Pending, NDA Sent, Accepted, Rejected).
3

Step 3: Manage EOI Pipeline

• From within each listing card, user can:
  • View all EOIs received and counterparty details.
  • Approve or deny each EOI after verifying NDA completion.
  • Track which users have accessed post-EOI documents.
  • Update listing status to "Withdrawn" or "Closed" once external negotiations begin.
4

Step 4: Track Engagement History

• Each listing's activity log displays:
  • View counts, EOIs received, EOIs accepted.
  • Messages or clarifications exchanged through the contextual chat.
• The user can export engagement data for internal tracking or investor reporting.

Part B: Monitoring Listings Posted by Others (Deploy Capital)

1

Step 1: Access "Deploy Capital" Dashboard

• User navigates to Deploy Capital → Monitor Pipeline.
• Dashboard displays listings grouped by engagement stage:
  • Saved Listings: Opportunities manually bookmarked by the user.
  • Matched: Opportunities algorithmically (or manually) matched to one of the user's theses.
  • EOI Sent: Listings where the user has submitted an expression of interest.
  • EOI Accepted: Listings where the owner has approved the EOI and granted data-room access.
2

Step 2: View Listing Details & Status

• Each listing card displays:
  • Price / Value, Location, Asset Type
  • Status line (e.g., "Matched to Thesis ABC X1" or "Deal Owner Accepted Your EOI")
  • Counterparty identity (if approved), timestamps, and current stage.
3

Step 3: Manage Pipeline & Actions

• Within each listing:
  • Open and review listing details or attached documents (if access granted).
  • Track progress from "Matched" → "EOI Sent" → "EOI Accepted."
  • Withdraw EOIs, update internal notes, or archive listings no longer relevant.
• System automatically logs all interactions for trust scoring and analytics.

Explore your Blueprint

📋 Foundation

Market Opportunity

As private markets surge toward $30 trillion AUM, the greatest bottleneck isn't capital — it's infrastructure.

📋 Foundation

Strategic Positioning

Defining Deployed as next-generation private markets infrastructure delivering vetted deal flow, precise intelligence and discreet liquidity for top-tier institutional allocators.

📋 Foundation

Core Product Vision

The complete vision for Deployed as the institutional infrastructure layer enabling origination, liquidity, and capital deployment across private markets.

🎯 Strategy

MVP Scope

Defining the Minimum Viable Product for the first 1-4 months — what ships in Phase 1 and what waits for Phase 2.

🎯 Strategy

User Flows

Step-by-step user journeys for the three primary user types — sellers, buyers, and administrators.

🎯 Strategy

Business Model

Revenue streams, pricing strategy, and unit economics for achieving profitability.

⚖️ Operations

Validation Strategy

How to validate product-market fit before committing to full-scale development — pilot programs, user interviews, and early feedback loops.

⚖️ Operations

Risks & Mitigation

Identifying the biggest risks to success and concrete strategies to mitigate each one.

📊 Analysis

Key Metrics & Success Criteria

The specific metrics to track at each stage, what "good" looks like, and when to pivot or double down.

✅ Conclusion

Decision Framework

A structured framework for making go/no-go decisions at key milestones throughout the journey.

✅ Conclusion

Next Steps

A concrete action plan for the next 30, 60, and 90 days to get started.