CRM
Investor relationships and opportunity management around the investment lifecycle.
How Merdigit connected HPS Aviation's investment operations with a modern investor-facing experience through Odoo Enterprise across its Dubai headquarters and Malaysia branch.
Investment operations
Dubai, UAE · Malaysia
HPS Aviation operates in aviation technology and manages an investment structure that requires coordination across investors, equity, subscriptions, financial records and internal operations.
Every investment creates a chain of operational events — from investor onboarding and subscription to payment, share allocation, accounting, and ongoing shareholder communication.
Manage investment rounds, subscriptions and share allocation.
Maintain investor records and relationships throughout the investment lifecycle.
Connect investment activity with the company's financial records.
Give investors a clearer way to understand their relationship with the company.
Rather than treating investment management, CRM, accounting and internal operations as disconnected processes, the system brings these workflows into one operational environment.
The equity side of the system sits at the centre of the investment workflow. Investment activity is organised around the company's share structure, so each step — from a round being opened to an investor's holding being recorded — relates back to the same equity information.
The workflow is organised around
Investor relationships and opportunity management around the investment lifecycle.
Financial records connected with the operational activity surrounding investments.
Internal workforce and company operations within the broader Odoo environment.
The investor expresses interest in an investment opportunity.
Investor information and required documentation are collected through the investor-facing experience.
The investment team reviews the investor and submitted information before approval.
The investment round, subscription details and share allocation are recorded within Odoo.
The financial transaction is tracked through the company's accounting workflow.
The investor becomes part of the shareholder structure and their investment information is maintained within the system.
Relevant investment and company information can be surfaced through the investor-facing experience.
The investor experience was designed around the information managed by the underlying business system — making investment information easier to understand and navigate from the investor's perspective.
Investors should be able to understand their investment position, share ownership and subscription history without needing to reconstruct that information from separate documents or communications.
The investor experience can organize relevant investment and corporate documents according to the appropriate access level.
Examples shown in the prototype
Investor information should not simply be exposed through a public interface. Access needs to follow the investor's relationship, permissions and the underlying business rules.
Investment and shareholder information is managed within the company's core operating environment.
Equity, CRM, Accounting and HR operate as connected parts of the broader Odoo Enterprise environment.
The operational environment supports HPS Aviation's business structure across its Dubai headquarters and Malaysia branch.
The investor experience is designed around the same information used by the business internally, from registration and documentation through investment tracking.
The system provides a foundation that can support future investment rounds and evolving investor operations.
Merdigit worked across the operational and investor-facing layers — extending Odoo Enterprise around HPS Aviation's investment workflow and shaping how that information can be experienced by investors.
We build business systems that connect operations, data and the people who depend on them.