DF Capital: a leading private equity investor focused on healthcare. Addressing pain points such as coarse permissions on project tracking records in the Investment Cloud system, easily leaked portfolio company contacts, and uncontrolled data edits, we delivered secondary custom development for both PC and mobile, implementing fine-grained permission control based on user roles and project membership to ensure secure, compliant, and efficient collaboration on project tracking data.
Present real post-launch improvements with quantifiable business metrics, making project value more intuitive and easier to understand.
Project tracking entry efficiency improved
Unauthorized access to sensitive information blocked
Data modification compliance rate
Founded in 2009, DF Capital is a leading China-based value investor focused on healthcare, pursuing buyout and growth equity opportunities. With offices in Beijing and Shanghai, it manages multiple USD and RMB private equity funds; portfolio companies average 13% revenue growth and 22% profit growth. With 16 years of deep healthcare investment experience spanning pharmaceuticals, medical devices, and medical services, DF Capital has helped build numerous industry leaders and is a major healthcare investor in China.
The Investment Cloud system's original project tracking records had coarse permission control—portfolio company contact details and other sensitive information were visible to all users, creating trade-secret leakage risk.
A dynamic permission engine built on User ID and role system (lead partner, investment committee chair, general partner, project team member) enables tiered visibility control over contact information.
Project tracking data lacks fine-grained add/edit/delete permission control—anyone can modify or delete others' records, making data integrity and accountability hard to guarantee.
Custom-developed project tracking record pages synchronized across PC and mobile support company-wide entry with edit/delete restricted to the tracker only, plus optimized column-width auto-fitting and interaction experience.
By reading each user's User ID and combining the "lead partner," "investment committee chair," and "general partner" user groups with project team membership (Co-leader, Deal leader, Team Member, Director/VP), the system builds a four-level dynamic permission logic. Partners and the investment committee chair can view all project tracking contact details; project team members can view contact details for projects they participate in; trackers can view contact details in records they entered; and for all other users, contact details display uniformly as "-". This mechanism ensures transparent information sharing while blocking unauthorized access to sensitive contacts at the source, with 100% permission-judgment accuracy.
The system features custom-developed "project tracking record" pages synchronized across PC and mobile on the Investment Cloud platform: everyone can read and enter project tracking data, while only the tracker may modify or delete their own records—ensuring clear data ownership and full traceability. Tables optimize default column width for the "tracking items" field and support free column-width adjustment, ensuring long text displays fully. After launch, project tracking data entry efficiency improved by about 60%, unauthorized access to sensitive information was blocked at 98%, and data modification compliance reached 99%—providing solid system support for efficient collaboration and compliant management of the investment team.
The Investment Cloud system's original project tracking records had coarse permission control—portfolio company contact details and other sensitive information were visible to all users, creating trade-secret leakage risk. A dynamic permission engine built on User ID and role system (lead partner, investment committee chair, general partner, project team member) enables tiered visibility control over contact information. QingDaYun implemented the corresponding system modules through custom development, proven effective across multiple FinTech projects.
Project tracking data lacks fine-grained add/edit/delete permission control—anyone can modify or delete others' records, making data integrity and accountability hard to guarantee. Custom-developed project tracking record pages synchronized across PC and mobile support company-wide entry with edit/delete restricted to the tracker only, plus optimized column-width auto-fitting and interaction experience. QingDaYun implemented the corresponding system modules through custom development, proven effective across multiple FinTech projects.
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QingDaYun provides custom digital system construction services for enterprises, with 100+ projects delivered.