Equanimity
A modern investment platform focused on sustainable and renewable energy projects, offering users the ability to invest in and manage environmentally conscious funds, create new funds, and communicate via chat.
Secure User Authentication & Onboarding
Login system with password recovery. A dedicated form to capture new user contact details to begin their Investment Journey.
Personalized Fund Dashboard & Discovery
Displays Your Funds and Funds of Interest in a searchable, sortable grid or list view with key metrics and favorites. Highlights Trending Funds.
In-Depth Fund Exploration & Investment
View Fund modal offers comprehensive details: description, financials, attachments, Q&A, and a direct Fund (invest) option.
Integrated Chat System
Your Chats feature enables direct communication with contacts, including message search capabilities.
Comprehensive Fund Creation Workflow
Users can Start a new Fund via a detailed form, including image upload, defining all fund parameters (title, financials, industry, etc.), and attaching documents.
Portfolio Management - Your Funds
Users can track and manage their existing investments under Your Funds.
Document Management for Funds
Ability to upload and access attachments (e.g., investor memos, agreements) related to specific funds during creation or viewing.
Search & Filtering Capabilities
Global fund search, chat message search, and primary filters for Your Funds and Funds of Interest.
