Capstone – Project

Platform and online community about personal finance.

A Collaboration Between

Project Synopsis

Our online platform wants to spread relevant information about personal finance to people with limited access to this kind of information. Our main goal is to draw a strategy to place our platform as the leader in personal finance information. To get this we guess we can work on the following key milestones: -Verifying that our platform is suitable for our goal (our platform is in spanish ). - Strategy of marketing and content to spread our platform. -Verifying the success of the marketing strategy. -Strategy to develop paid products to offer to our community .

Project Topics

Company Information

HQLima, Peru
StagePre-Revenue Startup
Hiring PotentialN/A

Company Overview

INVERFUNDS is a digital platform and community focused on personal finance issues from a unique perspective. We put at people disposal useful, accurate and above all effective information for the management of people´s finances. In our platform people will find news, articles, infographics, videos, podcasts, books, calculators and other tools, for helping them to manage their finances. Inside this platform, we have a small project called INVERFUN, that is focused to help children and young people (from 4 to 17) . Our goal is to give them workshops about aware consumption, saving and investing. We would like to develop some paid services to support our platform and make it self sustainable. We are working in some investing on line courses, pick stock service.

Experiential Learning Program Details

SchoolUniversity of Richmond
Engagement FormatCapstone - Small Team Consulting Project - Students work in consulting teams of 3-5 directly with faculty and client liaisons on developing real solutions to real-world challenges.
CourseInternational MBA Consulting Summer 2020
  • All Undergraduate
  • Advanced Undergraduate
  • All Graduate
Students Enrolled2
Meeting Day & TimeTBD
Student Time Commitment4-7 Hours Per Week
Company Time Commitment2 Hours
Duration4.57 Weeks

Program Timeline

Touchpoints & Assignments Due Date Type
Official Project Kickoff

Official Project Kickoff

We'll web conference company senior leadership into class to introduce the company, meet the students, and discuss the project goals.
May 8th, 2020 Event na
Final Presentations Final Presentations
Students will present final insights to the company's senior leadership. Please upload the final deliverables.
June 26th, 2020 Submission Required submission-required

Key Project Milestones

Project Resources

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Industry Mentors

Company Admin


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Academic Mentors



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Assigned Students

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