Fintech Back-end APIs & Integration

Smarter Investing Experience and
AI Assistant

For Crowdberry

Overview

A regulated investment platform giving over 16,000 investors direct access to vetted companies and real estate across Slovakia and the Czech Republic.

Crowdberry investment platform on desktop and mobile showing the Boataround equity opportunity with the AI Assistant panel

The Situation

A live, regulated platform with a decade of trust — ready to be pushed further.

Crowdberry has operated for over ten years in Slovakia and the Czech Republic under the supervision of the national banks, giving people direct access to investment opportunities in vetted companies and real estate — either as co-owners through equity stakes or as lenders through loans.

With more than 16,000 registered investors already on the platform, Crowdberry wanted to take the experience further: making investing accessible even to less technically experienced users, while keeping the security and trust expected of a regulated financial service.

The Real Problem

Two areas were holding the platform back from its full potential.

The secondary market — where investors could act on opportunities they had missed — was hard to find and offered only basic functionality. It saw little use, and many investors were not even aware it existed.

At the same time, the investor dashboard surfaced only a basic list of investments, without the detailed data investors needed to make informed decisions about their portfolio.

Crowdberry investment opportunity card showing target amount, interest rate, due date and tranche funding progress
Crowdberry AI Assistant chat summarising the Boataround investment opportunity

Key Decisions

Rework the Investment Journey

Expand the available investment options and redesign the flow end-to-end, so investing feels intuitive even for less technical users.

Surface the Data That Matters

Enrich the investor dashboard with the detailed portfolio data that was previously missing — giving investors a clearer view to act on.

Bring the Secondary Market Forward

Improve visibility and functionality of the secondary market so investors can act on opportunities they had previously missed.

Self-Updating AI Assistant

Add a conversational assistant whose knowledge stays current as the platform's content changes, with a foundation ready to extend into mobile.

The Outcome

A faster, clearer platform — with information always within reach.

The reworked investment flow and enriched dashboard gave investors a more intuitive experience and clearer visibility into their portfolio. The AI assistant made information easier to reach and reduced manual upkeep by keeping its knowledge current on its own. With a continued focus on quality and reliability, the result is a more stable, easier-to-maintain platform — important qualities for a regulated service trusted by thousands of investors.

Scope3 areas

Investment flow, secondary market & AI

CapabilityReal-time AI chat

In the investor dashboard

DeliveryLive platform

Upgraded without disruption

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