In Review

Fri 17 Oct
📋 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

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Deployed
User Flows
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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.

Flow 7: Deal Sharing via Email Invite

A listing owner shares a specific deal directly with an external contact via email — allowing that person to apply as a counterparty without going through the standard registration flow.

This flow enables targeted, private deal introductions to contacts outside Deployed. The owner enters one or more email addresses and the platform sends a branded invite. The recipient lands on a deal-specific page — skipping account creation — and submits their interest directly. Full verification is triggered only if the owner approves.
⬤  Listing Owner ⬤  Invited User (External) ⬤  Platform / System
1

Step 1: Initiate a Deal Invitation

Listing Owner
• From within any active listing, the owner opens "Share Deal," enters recipient email(s), adds an optional personal note, and clicks "Send Invitation."
  • Multiple recipients allowed via comma-separated addresses.
  • The invite is always tied to the specific listing — not a generic platform invite.
2

Step 2: Platform Sends a Unique Invite Link

System
• A single-use, 7-day invite token is generated per recipient and tied to their email address. A branded email is dispatched immediately.
  • The link is email-bound — it cannot be forwarded and used by a different address.
  • The listing owner's identity is not disclosed in the email.
3

Step 3: Recipient Lands on Deal Page & Submits Application

Invited User
• The link opens a deal-scoped landing page showing a Redacted preview of the listing (asset class, geography, transaction type, indicative size). The recipient's email is pre-filled and locked.
Key principle: Full deal data only unlocks after the owner approves the EOI — identical to the standard discovery flow.
• The recipient completes a lightweight form: Full Name, Organisation, Role, and a short interest note. They must accept Deployed's Terms of Access before submitting.
No account setup at this stage. Account creation and full verification are triggered only upon owner approval.
  • If the listing requires an NDA, a preview is shown and the invitee acknowledges they will execute it digitally upon approval.
4

Step 4: EOI Routed to Listing Owner

System
• The submission is recorded as a standard EOI flagged "Invited – Pending Verification" and appears in a distinct "Invited Applicants" section of the listing's pipeline. Admin is also notified.
Trust transparency: The owner sees the applicant's trust status as Unverified. Approving is an explicit acknowledgment they are inviting an unverified contact into the deal process.
5

Step 5: Owner Decides & Invitee Completes Verification

Listing Owner
• The owner reviews the application (name, organisation, role, interest note, Unverified status) and chooses:
  • Approve: Invitee receives an email to complete account setup via the standard verification flow (Flow 1, Step 2). Once verified, full post-EOI access is granted.
  • Decline: Invitee receives a generic rejection — no deal details disclosed.
  • Request more info: Owner can message the invitee via the contextual exchange module before deciding.
Once verified, the invitee becomes a full Deployed member — directed to create their Thesis and integrated into the standard platform experience. Their first deal appears under Deploy Capital → EOI Accepted.

Edge Cases & Design Rules

Link integrity
Single-use and email-bound. Forwarded links won't work for different addresses. Expired links show a clear message with the option to request a new invite.
No data leakage
Email and landing page show only the redacted preview. Full details remain gated behind EOI approval and verification.
Owner invite log
Dashboard shows all invitations per listing: email, sent date, link status (Pending / Opened / Applied / Expired), and outcome.
Already a member
If the invited email belongs to an existing account, the platform prompts login and pre-fills their EOI form with profile data.

Flow 8: Guest Invite — Apply Without Registration

Deal Sponsors can invite external counterparties directly by email — even if they have no account on Deployed. The invited person receives a tokenised link that takes them straight to the deal page and allows them to submit an EOI without completing a full registration flow.

This flow is the lightweight counterpart to Flow 7. Where Flow 7 covers the owner's perspective and the full post-approval verification journey, Flow 8 documents the guest's end-to-end experience — from receiving the invite to becoming a full platform member after the owner approves their application.
⬤  Deal Sponsor ⬤  Guest (No Account) ⬤  Platform / System
1

Step 1: Sponsor Sends Invite

Deal Sponsor
• From the listing dashboard, the Sponsor opens "Share Deal," enters one or more email addresses, adds an optional note, and clicks "Send Invitation."
  • Each email address receives its own unique, email-bound token.
  • The invite is scoped to the specific listing — not a general platform invite.
  • The Sponsor can track sent invites (Pending / Opened / Applied / Expired) from the listing dashboard at any time.
2

Step 2: Guest Receives Branded Invite Email

System
• A single-use, 7-day tokenised link is generated per recipient and a branded email is sent immediately.
3

Step 3: Guest Views the Deal (Redacted)

Guest
• The link opens a deal-scoped landing page showing the Pre-EOI redacted view of the listing — asset class, geography, transaction type, indicative size. No sensitive data is exposed.
Same redaction rules apply as for any unapproved visitor. Full deal data only unlocks after the owner approves the EOI.
• The guest's email address is pre-filled and locked in the form below the listing preview.
4

Step 4: Guest Submits Lightweight EOI

Guest
• The guest completes a short form — no password or profile setup required:
  • Full Name
  • Organisation
  • Role
  • Short interest note / message
  • NDA acknowledgement (if the listing requires one — guest confirms they will execute it digitally upon approval)
  • Acceptance of Deployed's Terms of Access
No account creation at this stage. The guest submits as an external contact; full verification is only triggered if the Sponsor approves.
5

Step 5: EOI Recorded & Sponsor Notified

System
• The submission is stored as a guest EOI record linked to the invite token and the listing. It appears in a distinct "Invited Applicants" section of the listing pipeline, flagged as "Invited – Pending Verification."
Trust transparency: The Sponsor sees the guest's status as Unverified. Approving is an explicit acknowledgment that they are inviting an unverified contact into the deal process.
• Admin is also notified of the guest EOI submission for oversight.
6

Step 6: Sponsor Reviews & Decides

Deal Sponsor
• The Sponsor reviews the guest's application (name, organisation, role, interest note, Unverified status) using the same approve / decline flow as for registered EOIs:
  • Approve: Guest receives an email to complete account setup via the standard verification flow (Flow 1, Step 2). Once verified, full post-EOI access is granted automatically.
  • Decline: Guest receives a generic rejection — no deal details are disclosed.
  • Request more info: Sponsor can message the guest via the contextual exchange module before deciding.
7

Step 7: Guest Completes Registration (If Approved)

Guest → New Member
• The guest receives an account-setup email and completes the standard verification flow (profile, LinkedIn, company registry cross-check, Terms & Conditions).
• Upon verification:
  • The guest becomes a full Deployed member.
  • Their guest EOI is automatically merged into their new profile — matched by email address.
  • They are directed to create their Thesis and integrated into the standard platform experience.
  • Their first deal appears under Deploy Capital → EOI Accepted.
Merge logic: If the guest registers at a later date using the same email address, the platform detects the match and links the historical EOI to their new account automatically — no manual action required.
Step 1
Sponsor sends invite
Enters email(s) from listing dashboard
Step 2
Guest receives email
Branded invite with tokenised deal link
Step 3
Guest views deal
Pre-EOI redacted view, no login required
Step 4
Guest submits EOI
Lightweight form — name, org, message
Step 5
Sponsor reviews
Same approve / decline flow as registered EOIs
Step 6
Guest registers
EOI merges into new profile on sign-up
Security note: Tokenised links are single-use per invite and tied to the invited email address. Tokens cannot be forwarded to grant access to a different user. All guest EOI submissions are flagged as unverified in the Sponsor's review panel until the guest completes registration. Tokens expire after 7 days; the Sponsor can resend or revoke at any time from the listing dashboard.

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.