Effective financing and investment management involves multiple stakeholders who need to be able to communicate and exchange information efficiently. Investment advisors would like to manage and communicate with all investors efficiently, provide timely project updates, and help them identify opportunities for effective investment. On the other hand, investors want to proactively discover investment projects worth considering, access valuable investment information at any time, and efficiently communicate with their investment advisors. To facilitate this process, investment advisors need a platform to manage investors and projects, while investors need a platform to communicate with advisors and discover investment projects of interest.