TeQ Mavens

BACKGROUND

Please describe your company and position.

I am the Founder of CRCLE, INC

Describe what your company does in a single sentence.

Crcle is a regulated crowdfufing marketplace that helps small businesses raise growth capital. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire TeQ Mavens to accomplish?

• Support CRCLE in achieving FINRA compliance by implementing required platform updates, removing non-compliant features, updating investor-facing content, and preparing the system for future third-party and escrow integrations.
• Backend/Frontend Development

SOLUTION

How did you find TeQ Mavens?

Online Search

Why did you select TeQ Mavens over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Company values aligned

How many teammates from TeQ Mavens were assigned to this project?

2-5 Employees

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

Custom Software Development & Integration Services:
1. Front-End Development (User Experience & Compliance UI):
Design and implementation of compliant, user-facing web interfaces (marketing site, dashboards, onboarding flows).
Above-the-fold disclosures, risk summaries, and dynamic content updates to meet regulatory standards.
Investor and issuer dashboards with clear, plain-language labeling and compliant terminology.
CTA optimization and content replacement to align with regulatory guidance (e.g., disclosures, education links, offering language).
Responsive design across desktop and mobile devices.

2. Back-End Development (Core Platform Logic):
Custom business logic to support investor onboarding, acknowledgments, and eligibility rules.
Enforcement of investment limits, acknowledgment workflows, and cancellation logic.
Secure handling of user data, permissions, and role-based access (investors, issuers, admins).
Configuration of transaction logic (fees, withdrawals, thresholds, confirmations).
Versioning and updating of legal, educational, and disclosure documents across the platform.

3. Platform Integrations & APIs:
Integration with third-party services and APIs (e.g., payment processing, document hosting, compliance tools).
API endpoints to serve public documents (education PDFs, FAQs, terms, privacy policy).
Automated triggers for investor confirmations at account creation and at each investment event.
Email system integrations for regulated communications (welcome emails, disclosures, acknowledgments).
Support for CRM, onboarding, and workflow tools to streamline operations.

4. Compliance-Driven Workflow Implementation:
Build mandatory “click-to-accept” acknowledgment steps tied to investor actions.
Implement recurring acknowledgments for material actions (e.g., initiating an investment).
Ensure consistent terminology and disclosures across web, email, and PDF assets.
Replace or remove non-compliant marketing language and issuer descriptions at scale.
Maintain audit-ready systems aligned with SEC/FINRA expectations.

5. Deployment, QA & Ongoing Iteration:
Environment setup (staging/sandbox/production) with controlled rollouts.
QA testing focused on compliance flows, edge cases, and user friction.
Ongoing iteration as regulatory guidance evolves (copy changes, UI updates, logic refinements).
Documentation and handoff to internal teams for long-term maintainability.

RESULTS & FEEDBACK

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

The platform successfully passed FINRA review, all prohibited projection features were fully removed, compliance updates were delivered on time, and changes were deployed with zero post-release issues, enabling CRCLE to move forward with partner integrations.

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

The team demonstrated strong, disciplined project management throughout the engagement. They operated with clear timelines, well-defined milestones, and consistent communication, which made it easy to track progress and stay aligned as requirements evolved.

Deliverables were completed on time, and when priorities or regulatory requirements shifted, the team responded quickly and proactively. They were highly receptive to feedback, translated complex needs into actionable solutions, and often anticipated issues before they became blockers. Overall, their responsiveness, reliability, and ability to adapt under tight timelines made them a trusted and effective partner.

What was your primary form of communication with TeQ Mavens?

• Virtual Meeting
• Email or Messaging App

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

What stood out most was the company’s ability to operate at the intersection of strategy, technical execution, and real-world constraints. They didn’t just build to specifications—they took the time to understand the underlying objectives, asked the right questions, and offered thoughtful recommendations that improved the final outcome.

Equally impressive was their adaptability. As requirements evolved, they adjusted quickly without sacrificing quality or momentum, bringing clarity and structure to complex challenges. Their combination of technical depth, responsiveness, and genuine partnership made the experience feel collaborative rather than transactional.

Are there any areas for improvement or something TeQ Mavens could have done differently?

No areas of improvement at the moment!