Client delivery · Technology and delivery lead / PropTech / real-asset operations
JBERGS SPEC
Giving a real-asset business one place to manage its client journey.
A deployed Phase 1 client platform connecting onboarding, KYC, opportunities, portfolios, loans, and administration. I led product and delivery coordination from workflow definition through release and client reporting.
Visit live product- My role
- Technology & Delivery Lead · AI Product Builder
- Built for
- Real-asset clients and investment, compliance, and administration teams
- Work
- Client delivery · Technology and delivery lead
The business context
The work behind the product.
A real-asset portal needs to make complex processes understandable to clients while giving investment, compliance, lending, and administration teams the right workspaces. For JBERGS SPEC, I directed the delivery of a Phase 1 portal that brings those responsibilities into one experience.
Product judgment
The decisions that shaped it.
Follow the client’s full journey.
I defined workflows from investor onboarding and KYC through opportunities, portfolios, and loans, giving the roadmap a clear sequence around the client relationship.
Make responsibilities visible in the product.
The ten-role access model supports distinct investment, compliance, lending, and administrative responsibilities. I shaped the workflows around what each participant needs to do.
Deliver in understandable phases.
I directed the phased roadmap and daily delivery plan, pairing deployed-state verification with plain-language client reporting so progress could be reviewed and acted on.
The workflow
How the pieces connect.
- 01
Onboard
Investor onboarding and KYC establish the client profile within the portal.
- 02
Explore and organize
Opportunities, allocations, and portfolio views structure the real-asset experience.
- 03
Manage activity
Loan workflows, escrow records, and activity tracking bring related client processes into the same environment.
- 04
Administer
Role-based administration and audit records support the teams responsible for managing the platform.
What I led
- Directed the phased product roadmap and daily delivery plan
- Defined investor, admin, compliance, loan, deal, and portfolio workflows
- Required independent verification before client completion messages
- Produced plain-language client reports with technical evidence separated
Delivered
Giving a real-asset business one place to manage its client journey.
Delivered and deployed Phase 1 of JBERGS’ client platform, bringing investor onboarding, KYC, opportunities, portfolios, loans, activity tracking, and role-based administration into one production experience.
Delivery & technical notes August 2026 project record
- 289 full-regression tests passed in the August 14 release
- Independent deployed-state verification passed on the client portal
- Ten-role access model spanning investment, compliance, lending, and administration