SHOG INVESTInvestment ReadinessFrom Vision to Campaign
How we built a founder-investor matching platform that replaces scattered spreadsheets, ad-hoc pricing, and WhatsApp scheduling with structured onboarding, automated payments, and a fully tracked 8-state project pipeline.
When Founders Have Vision but No Roadmap
Investment consulting managed through spreadsheets, email threads, and scattered documents.
GreenTech Solar Solutions
“Strong unit economics. Needs updated financial projections for Q2.”
A Pipeline Running on Good Intentions
Founders across the Middle East have solid business ideas and real growth potential, but no structured path to investment readiness. They submit pitch decks via email, receive quotes over WhatsApp, and track progress by asking their consultant. On the other side, consultants manage dozens of projects through spreadsheets, manually configure services, and chase payments with follow-up emails.
SHOG Investment Consulting needed a platform that could onboard founders through a guided process, configure and price consulting services per project, automate payment collection, and give founders real-time visibility into where every project stands in the pipeline.
We were spending more time managing the process than actually consulting. We needed a system that handles the logistics so we can focus on making founders investment-ready.
The Hard Problems We Solved
Building a structured consulting pipeline where chaos once reigned.
Unstructured Project Intake
Founders submit incomplete data via email, the team manually chases missing documents, and critical information gets lost in thread after thread.
5-Step Guided Wizard
Structured onboarding collects project basics, business details, funding requirements, and documents in a single guided flow with validation at every step.
Manual Service Configuration
Consultants quote services ad-hoc with no catalog, leading to pricing inconsistencies, no payment tracking, and revenue leakage.
Service Catalog with Custom Pricing
Centrally managed catalog with bilingual service names, per-project pricing overrides, Stripe Checkout integration, and webhook-driven payment status automation.
Scattered Scheduling
Appointment booking via WhatsApp and email leads to double-bookings, no video links, and founders unsure when their next consultation is.
Google Calendar Integration
Real-time availability checking with conflict detection, automatic Google Meet link generation, and email reminders at 1-day and 30-minute intervals.
No Visibility into Pipeline
Project status tracked in spreadsheets means founders are left in the dark and consultants can't see bottlenecks in their pipeline.
8-State Workflow Engine
Structured status progression from submission to campaign launch with founder-visible tracking and automated transitions on payment.
Everything an Investment Platform Needs
Eight integrated modules that take a project from intake to campaign launch.
Project Onboarding Wizard
5-step guided flow collecting project basics, business details, funding requirements, and supporting documents with validation.
Founder Dashboard
Real-time project status overview with statistics, status badges, and quick actions for new projects and appointments.
Consulting Services Catalog
Centrally managed service offerings with bilingual names, custom per-project pricing, and visibility controls.
Stripe Payment Integration
Embedded checkout, webhook-driven status automation, and full payment audit trail with encrypted records.
Appointment Scheduling
Google Calendar integration with real-time availability, conflict detection, and automatic Google Meet links.
Document Management
Structured file uploads for pitch decks, business plans, and financial models with Cloudflare R2 storage and secure downloads.
Field-Level Encryption
AES-256-GCM encryption for emails, phone numbers, internal notes, and risk flags at the application layer.
Full Bilingual Support
Arabic and English throughout with locale-aware routing, bilingual database fields, and RTL-first design.
From Submission to Campaign in 8 States
Every project progresses through a structured pipeline with clear transitions and automated triggers.
Submitted
Project submitted by founder
Under Review
Team reviewing project details
Schedule Meeting
Ready to book initial consultation
Services Configured
Consulting services selected and priced
Paid
Payment received via Stripe
In Preparation
Preparing investment campaign materials
In Campaign
Live investment campaign running
Completed
Campaign finished successfully
5-Step Guided Project Submission
A structured wizard ensures founders provide everything needed for investment readiness assessment.
Project Basics
Title, description, and initial project overview
Business Details
Sector, development stage, and location
Funding Requirements
Amount, currency, and use of funds breakdown
Document Upload
Pitch deck, business plan, and financial model
Review & Submit
Final review before submission
From Service Selection to Status Update
Stripe-powered payment flow with zero manual intervention.
Service Selection
Consulting services configured with custom pricing
Stripe Checkout
Founder pays via embedded checkout
Webhook Verification
Stripe webhook confirms payment
Status Update
Project auto-transitions to Paid
Receipt & Audit
Encrypted payment record stored
What It Delivers
Measurable outcomes for investment consultants managing founder pipelines.
Need a Platform That Makes Founders Investment-Ready?
We build investment consulting platforms, founder portals, and automated pipeline systems. Let's build yours.