The Challenge
Roemer Capital supports startups and SMEs with raising capital. The entire process, from onboarding new clients through creating pitch decks to matching them with suitable investors, ran manually via email, Excel, and phone.
The team spent most of its time on administrative tasks instead of strategic advice. As the client base grew, a bottleneck loomed that was hard to solve without additional hires.
The Solution
We developed a dedicated platform for Roemer Capital that unifies all processes in one system. Clients, investors, and the internal team work on the same platform: secure, efficient, and transparent.
The result: the existing team can now serve significantly more mandates without hiring new staff. Faster processes and a client experience that has become Roemer Capital's USP.
The Platform in Detail
Client Onboarding
Digital onboarding process for new clients with automatic data capture, document upload, and progress tracking.
Client Communication
Central communication hub for all client conversations. No lost emails, no missed updates.
Secure Data Room
A protected area for confidential documents. Clients and investors only see what is meant for them.
AI Support for Clients
An AI agent automatically answers clients' frequent questions and provides status updates on the fundraising process.
Pitch Deck Process
Structured workflow for creating and optimizing pitch decks with templates, feedback loops, and versioning.
Investor Matchmaking
AI-powered matching across hundreds of investors: the platform finds the most relevant investors for each client.
The Results
3x
more mandates, same team
70%
faster onboarding
3x
more investor matches
100%
digital fundraising process
„myos didn't just build us software, they digitized our business model. Today the platform is our biggest USP against the competition.“
Lucas Roemer
Managing Director, Roemer Capital GmbH