Modernize + AIID Fund

In investing, trust is everything. Their platform had to earn it back.

VBT brings a rare combination of strategic insight and genuine partnership. They’ve helped us leverage technology to scale our investor portal, understanding that successful investing is built on trust — and that our tech needs to reflect that trust in every aspect of our user experience.
Meghan McGowanCEO — ID Fund
10 Months
From legacy platform to ground-up rebuild, live in production
Zero Downtime
All data and every investor migrated live — no one locked out, ever
4th Year
Of partnership: rebuild → launch → their ongoing product team
2 Portals, 1 Platform
Investor experience and back-office operations, rebuilt end to end

The wall every legacy platform hits.

ID Fund connects accredited investors with high-growth ventures — with a particular focus on AI companies. Ironic, then, that its own investor portal had become the bottleneck: outdated, unreliable, and hard to scale, in a business where a slow or broken screen doesn’t just cost a click — it costs trust.

Rebuild everything. Break nothing.

Over roughly ten months, we rebuilt the platform from the ground up in phases — the full investor journey (onboarding, investment flows, portfolio management, communications across email, text, and push) and the back-office portal their team runs on. Then the step that makes or breaks a modernization: a fully live migration of every account and every record, executed with zero operational downtime. Investors never lost access for a minute.

Modern now, AI-ready by design.

The new platform didn’t just fix the past — it opened the future: advanced analytics for data-driven decisions about investor behavior and deal flow, and a scalable architecture built for continuous feature expansion and AI integration. A firm that funds the AI wave now runs on a platform built to ride it.

Then become the product team.

For ID Fund, the right model was an ongoing product partnership that continued beyond launch. Four years in, we’re still ID Fund’s technology team — support, maintenance, and every new capability since launch, from the Newsroom feature their team uses to publish investor updates, to analytics enhancements, to what’s next on the AI roadmap. Renewal after renewal, the partnership keeps compounding. That’s Modernize + AI: legacy software rebuilt faster and better — with AI readiness built into the foundation and a team that stays to build on it.

See where AI could create impact in your business.