2022 CLIENT

The Power Point helped American Legacy Fund achieve a pre-beta status for a prospective private funding platform. From ideation to testing, The Power Point was there every step of the way. Below, we detail the theoretical, artistic, technical, and executive level sales brought to the table by our polymath services. The Power Point was contracted to bring our skills to bear on the creation of a compliant funding portal for asset backed private equity and debt instruments. The Power Point defined and wrote ALF Holdings’ companies ESG principles and ESG framework, including the companies mission statement, executive summary, automated email, and chatbot interactions.

We also wrote a technical specification for the portal and guided an RFP process with the world’s ten top vendors, providing a quantitative and qualitative measurement document and decision making rubric. After a vendor was chosen, the technical specifications were updated to fit the vendors’ API ecology. After one year, the client decided to change vendors, and The Power Point, LLC migrated the conditional logic, demonstration portfolios, testing databases, and configurations to a different white-label funding portal provider.

The Power Point also provided art direction and developed an identity kit, and designed the brand and website. The non-investment portion of the website was hosted on our AWS-backed host, and The Power Point produced and managed web development using WordPress, Divi Framework, and Formidable Forms. For the investment portion of the portal, The Power Point acted as a system administrator and platform integrator. Over 10 major 3rd party API connections were configured, tested, and deployed including international escrow, know your customer (KYC) and anti-money laundering (AML) with separate vendors. Currently, the funding portal is awaiting FINRA/SEC compliance verification and registration. The site remains in demonstration status until the clients’ further notice.

Additional

Client Work

CONDUSEF

CONDUSEF

CONDUSEF Comisión Nacional para la Protección y Defensa de los Usuarios de Servicios Financieros Sector de Ahorro y Crédito Popular Resumen del Sector https://www.condusef.gob.mx/?p=resumen-sector

PSC Codes 2022

PSC Codes 2022

Here is a list of 2023’s Product and Service Code (PSC) manual page, where you can find the archive version in multiple formats along with supporting documentation. Courtesy of Aquisition.gov