Portfolio · Fintech
Capital Point FXCapital Point FX: A Frictionless Investment Platform for Capital Raises Under Reg D
Rootstrap partnered with Capital Point FX to launch a secure investment platform that simplifies fundraising for private companies under Reg D compliance, delivering a seamless user experience that integrates complex KYC/AML, accreditation, e-signature, and escrow services with minimal user input.
The Client
Capital Point FX is a U.S.-based fintech platform enabling companies to raise investment capital through verified offerings and accredited investors — simplifying the path to raising millions in a compliant, digital-first environment.
Our Engagement
Rootstrap delivered full-service product development, providing a dedicated team of React and Node engineers, QA, Product Management, and Project Management. Our goal: build an investor-friendly platform that handled compliance-heavy processes with minimal effort from users.
The Solution
We developed the MVP from scratch — a web application that supports investor onboarding, project creation, document verification, and secure escrow transfers. To minimize friction and human error, we integrated deeply with InvestReady (accreditation), Plaid (KYC/AML), Dropbox Sign (e-signatures), Stripe (fees), and Raiseform (escrow).
Once users upload the required documents, the platform takes care of verification, transaction routing, and fund tracking behind the scenes.
Why It Matters
This work reinforces Rootstrap's growing expertise in fintech and regulatory platforms, helping investors and startups raise funds quickly, securely, and with peace of mind.
Outcomes
- Built a full MVP from scratch supporting investor onboarding, project creation, document verification, and secure escrow transfers
- Integrated 5+ external services to automate compliance-heavy workflows behind the scenes
- Reduced investor friction and human error in accreditation, KYC/AML, e-signature, and escrow steps