Liquidity
Overview
Liquidity was conceived from a movement to change the game in capital raising. The traditional model, relying on a broker's 'black book' and individual emails to potential investors, was inefficient and outdated.
Liquidity was purpose-built as an AI-driven investment platform, connecting sophisticated investors with IPOs, exclusive private company offers, and capital raising opportunities.
The Challenge
Outdated Capital Raising & Investor Engagement
The investment landscape for sophisticated investors was fraught with inefficiencies:
- Manual Investor Outreach: Relying on brokers manually emailing potential investors for new opportunities was slow and limited.
- Cumbersome Transaction Processes: Investing in deals involved endless follow-ups and manual processes to transact funds, creating significant friction.
- Information Overload: Investors faced the daunting task of trawling through lengthy investor decks for deal information and manually sifting through frequent ASX announcements for relevant updates.
- Lack of Personalisation: The traditional approach lacked the tailored insights and real-time updates sophisticated investors required for effective portfolio management.
- Client Verification: Manual ‘Know Your Client’ processes to confirm investor identities and qualification as a sophisticated investor.
A Seamless, AI-
Powered Investment
Platform
Our objective was clear: reinvent capital raising, streamline investment processes, and provide a concierge-style, AI-enhanced customer experience. We achieved this by implementing a comprehensive suite of digital and AI-driven solutions.
The Core Liquidity Platform
Seamless Digital Investment
Liquidity provides a holistic portfolio and investment management platform, offering:
- Validated Opportunities: Carefully curated and validated investment opportunities for members.
- Matching & Notification: Notifying qualified users of deals that precisely match their investment interests.
- All-in-one Portfolio Management: Tools for managing personal investment portfolios, from seed investment to listed, and trading functionality, including live ASX trading.
- Integrated Transaction Flow: A seamless integration with Macquarie Bank to automatically facilitate the set-up of investment and trading bank accounts. Investors can now invest in a deal, sign paperwork digitally, and transact funds in minutes, eliminating manual follow-ups.
- Instant ASX Trading: For ASX-listed stocks, investors can immediately trade on the market once their investment process is finalised.
AI Concierge: Instant Deal Insights
To mimic and enhance the concierge-style customer experience, we implemented an AI agent for live deals:
- Interactive Q&A: Potential investors can now interface directly with an AI agent to ask questions about a deal, bypassing the need to trawl through lengthy investor decks. This provides immediate, on-demand clarity.
AI-Powered Portfolio Monitoring & Insights
Recognising the challenge of consuming frequent ASX announcements, we deployed AI to provide tailored, timely information:
- Automated Announcement Summaries: AI monitors ASX announcements for stocks relevant to each user's portfolio. Upon release, the AI quickly absorbs, summarises, formats, and emails investors a concise summary with links for further information.
- Real-time Insights: The speed and accuracy of these summaries have received significant praise. AI is now being rolled out across broader portfolio monitoring to provide deeper insights and profile management suggestions for users to action, enhancing proactive investment decisions.
Impact
Industry Revolution & Investor Satisfaction
These strategic implementations delivered significant, measurable business impact for Liquidity and its members:
- Revolutionary Process Reinvention: The platform has revolutionised capital raising and investment, moving beyond outdated manual processes to fully digital, automated workflows.
- Rapid Transaction & Trading: Investors can now invest and transact in minutes, a significant improvement over traditional, time-consuming methods.
- Enhanced Investor Engagement & Satisfaction: The AI-driven concierge and automated ASX summaries provide investors with immediate, tailored information, leading to high praise and positive feedback.
- Substantial Growth & Validation: Liquidity now boasts over 1,000 members, all 708 validated sophisticated investors.
- Market Success: Liquidity successfully facilitated one of the few successful IPOs in 2024, demonstrating the platform's efficacy.
- Media Recognition: The platform was featured on an investment segment on Channel 7, validating its impact and innovation within the financial sector.
By focusing on leveraging AI to streamline information delivery and automate laborious investment processes, Liquidity has not only transformed the capital raising landscape but also set a new standard for sophisticated investor experience, driving significant growth and industry recognition.
