Block Labs Digital

BACKGROUND

Please describe your company and position.

I am the Founder of BDM

Describe what your company does in a single sentence.

BDM Wealth Management is a Dubai-based capital raising advisory that structures fundraises through loan notes, bonds, equity, IPOs and SEIS/EIS schemes, with investment opportunities starting from £5,000.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Block Labs Digital to accomplish?

• Build the complete digital infrastructure for BDM Wealth Management, a Dubai-based capital raising advisory: corporate platform, bond issuance system and a fully bespoke CRM — replacing spreadsheets and manual processes across the entire investor lifecycle
• Design and build a ground-up CRM around BDM's actual sales process — lead capture and deduplication, pipeline and opportunity tracking, partner/introducer workflows and management reporting — rather than forcing the team onto an off-the-shelf tool
• Deliver a bond issuance platform (bdmbond.com) taking qualified investors from first enquiry to executed subscription — presenting fixed-term loan notes with the full legal pack: IM, debenture, security trust deed and subscription agreement

SOLUTION

How did you find Block Labs Digital?

Referral

Why did you select Block Labs Digital over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Block Labs Digital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

BlockLabs built our entire digital operation from the ground up. They delivered a bespoke CRM designed around how our sales team actually works — lead capture, pipeline tracking, partner workflows and reporting — plus a client-facing investor portal with KYC onboarding, our bond issuance platform with the full legal document pack generated end-to-end, automated email workflows for investor onboarding and follow-ups, and clean, professional UX/UI across everything. What stood out was the process: fixed price agreed upfront, working software demoed every week, and a senior team who understood a regulated capital raising business rather than needing it explained. All three systems are live and in daily use — the CRM replaced our spreadsheets entirely and investor subscriptions now run through the platform without manual paperwork. We'd use them again without hesitation

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Investor documentation turnaround cut from days to hours: the full legal pack (IM, debenture, trust deed, subscription agreement) is generated and executed through the platform end-to-end

Lead handling transformed: imported and deduplicated the existing lead base into the CRM, giving the team clean pipeline visibility and accurate conversion reporting for the first time

Three systems delivered and in daily production use. The CRM is now the single source of truth for BDM's sales operation — every lead, opportunity and partner interaction tracked in one place, replacing spreadsheet-based management entirely

Describe their project management. Did they deliver items on time? How did they respond to your needs?

scope, timeline and price were fixed before any code was written, and they held to all three. We saw working software every week — actual demos we could click through, not status reports — which meant issues were caught and fixed early rather than at the end. Our delivery lead was the single point of contact throughout and responded quickly, usually same day, whether it was a change request on the CRM pipeline stages or a wording change in the investor documents. Everything shipped on schedule: the CRM, the investor portal and the bond issuance platform all went live as planned, with documentation handed over and support continuing after launch

What was your primary form of communication with Block Labs Digital?

Virtual Meeting

What did you find most impressive or unique about this company?

They understood the business, not just the brief. Most developers we spoke to needed a regulated capital raising operation explained to them — BlockLabs already knew what an IM, a debenture and a subscription agreement were, and built the platform around how a raise actually runs. The CRM was designed around our real sales process rather than forcing us into an off-the-shelf template, and that difference shows every day. It also felt like one accountable senior team: the people on the weekly demos were the people writing the code, and nothing got lost between layers of account management

Are there any areas for improvement or something Block Labs Digital could have done differently?

Very little. If we're being picky, the early documentation assumed a level of technical familiarity our team didn't have — we asked for a plainer-English admin guide for the CRM and they produced one quickly. A more structured handover training session for non-technical staff at launch would have saved a week of questions. Neither affected the delivery itself

BACKGROUND

Introduce your business and what you do there.

I’m a partner at Lunor Group, a digital fintech platform for the payments industry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Block Labs Digital to accomplish for your fintech platform?

We hired Block Labs Digital to build a full portal with a login area for our clients to access their balances via API. They’ve also built a complete investment portal.

SOLUTION

What was the scope of their involvement?

Block Labs Digital has built a CRM system, a portal system, a KYC system, a document management system, and a chatbot system from scratch.

What is the team composition?

We work with 2–5 teammates from Block Labs Digital.

How did you come to work with Block Labs Digital?

We found them through an online search, and their pricing fit our budget.

How much have you invested with them?

We’ve spent around $100,000.

What is the status of this engagement?

We started working together in January 2026, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Block Labs Digital has helped us put together the investment and development sides of our business. We can now onboard clients in a beta test and raise money in a tax-efficient structure for SEIS. We’ve received $250,000 in commitments.

How did Block Labs Digital perform from a project management standpoint?

We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive or unique about them?

We’re impressed with their personal service.