The Vault & CRM
Private network & event operations platform, plus an AI-assisted investor CRM.
The Vault brings event discovery, registration, admin operations, contracts, payments, rewards, and mobile access into one private network. Alongside it, ErlyStage built a connected CRM for investor relationships, mandates, deals, campaigns, and AI-assisted outreach.
Client
The Vault
Sector
Private Network / SaaS
OUR ROLE
Full-stack build across web, mobile & CRM
Repos Delivered
6 codebases
the problem
Private networks run across too many disconnected tools.
Event pages, spreadsheets, manual registration forms, email threads, payment tracking, contract signing, speaker coordination, and CRM follow-ups — scattered across tools that don't talk to each other.
The solution
One connected operating layer, web and mobile.
ErlyStage built The Vault web app, a React Native mobile app, and a connected CRM — covering discovery, registration, admin operations, contracts, payments, and investor relationship management from one system.
AI & Automation Highlights
The systems doing the heavy lifting.
AI
AI Email Draft Generation
An OpenAI-powered system generates ready-to-send email templates — subject lines, HTML and plain-text bodies, and variable-based personalization — from a short user description.
AG
AI Agent Draft Workflows
The CRM backend integrates with an AI orchestrator for reply drafts, follow-up drafts, reminder drafts, and campaign draft generation, reducing repetitive writing.
SEG
Smart Segmentation
Segmentation workflows preview contacts by filter, save segments, attach them to campaigns, and calculate live segment counts for more targeted outreach.
MTH
Matching & Recommendations
Recommendation workflows across events, speakers, taxonomies, interests, and profile search surface the right people and opportunities inside the network.
KEY CAPABILITIES
What The Vault & CRM do end to end.
Discover and register for curated private events
Manage admin event operations end to end
Build custom event registration forms
Review applications, guest lists, and waitlists
Handle speaker recommendations and approvals
Manage contracts, delegated signing, and payments
Access the platform natively via mobile app
Track investor mandates, deals, and pipeline stages
Run outreach campaigns with segmentation and analytics
Generate AI-assisted email drafts and follow-ups
PRODUCTS
One connected ecosystem across:
TECHNOLOGY USED
ERLYSTAGE ROLE
Built the full ecosystem, web to mobile to CRM.
ErlyStage worked across product architecture, backend systems, frontend development, mobile delivery, admin tooling, CRM workflows, and AI-assisted automation — end to end.
Vault PWA & public discovery
Backend APIs & admin operations
Event form builder
Speaker management workflows
React Native mobile app
Authenticated WebView bridge
CRM frontend & backend
Campaign & segmentation engine
AI email & agent draft workflows