Lead generation, investor information, and transaction workflows were fragmented across different processes and systems.
Xnergy Financial · Financial technology
Xnergy DealOS
Software Architect & Developer
Built for Xnergy Financial in response to an identified business need.
Architected and developed a unified deal-management platform designed to connect the transaction lifecycle from origination through closing, centralize lead and investor data, and support investor matching.
Work spans stakeholder discovery, system architecture, interface design, and implementation using Python/FastAPI, PostgreSQL/SQL, GitHub Actions, and Microsoft Azure. AI is used as a development tool. Confidential company information is intentionally excluded.