Corporate Finance
VFG.sg
A full-featured corporate finance platform for Vanguard Financial Group — multi-portal architecture serving brokers, admins, and clients across ASEAN.
User Roles
4 Portals
Markets
SG, MY, VN
UI Components
48+
Custom Icons
25+
Preview
About
VFG.sg is a banking consultancy and corporate finance web application built for Vanguard Financial Group, serving growth-stage businesses across Singapore, Malaysia, and Vietnam. The platform combines a polished public marketing site with secure, role-based internal portals for managing clients, documents, and deal pipelines. Brokers manage their own client portfolios with document uploads and classification. Admins get full oversight across all brokers and clients. The system is built on Firebase with real-time data sync, email verification auth, middleware-enforced route protection, and Cloud Functions for serverless backend operations.
The Business
Vanguard Financial Group (VFG) is a corporate finance advisory firm founded by Raymond Lim, a banking veteran with 25+ years at Citi and UOB across ASEAN. The firm provides banking consultancy, capital raising, financing brokerage, M&A advisory, and growth strategy services to growth-stage SMEs across Singapore, Malaysia, and Vietnam. The platform needed to support VFG's unique multi-stakeholder workflow — brokers sourcing and managing clients, admins overseeing the full pipeline, and clients accessing their own secure portal.
Broker & Admin Portals
Brokers log in through a verified email flow and land on a dedicated dashboard showing their client portfolio. They can create new client profiles, upload and classify documents (with drag-and-drop and quick-upload), and manage client information. Admins get a global view — all brokers, all clients, activity monitoring, and document management across the entire firm. Both portals use real-time Firestore listeners for instant data updates.
Security & Architecture
Route protection is enforced at the middleware layer — broker routes require broker or admin role, admin routes require admin role, and client routes require client or admin role. Firestore security rules ensure brokers can only access their own clients while admins see everything. Firebase Cloud Storage rules enforce similar access patterns for uploaded documents. The auth system uses cookie-based role storage for fast middleware checks without database round-trips.
Features
Role-Based Portals
Three distinct portals — Admin, Broker, and Client — each with dedicated dashboards, permissions, and workflows. Middleware-protected routes enforce access control per role.
Client Management
Full client lifecycle tracking with company profiles, contact details, business metrics, onboarding status, assigned analysts, and real-time Firestore data synchronisation.
Document Management
Secure document upload with Firebase Cloud Storage, file classification, security levels (public, team, restricted), processing status tracking, and quick-upload feature for brokers.
Deal Tracking Pipeline
Full deal lifecycle from pipeline through closing — supporting debt, equity, private placement, mezzanine, and advisory deal types with stage progression and financial tracking.
Email Verification Auth
Firebase Authentication with mandatory email verification, cookie-based role storage, and automatic role-based redirects after login. Includes resend verification and error handling.
ASEAN Market Coverage
Purpose-built for cross-border corporate finance across Singapore, Malaysia, and Vietnam — with multi-currency support and regional banking relationship management.
Pentagon Service Layout
Distinctive visual showcase of five core service pillars — Business Consultancy, Private Market Funding, Financing Brokerage, M&A Advisory, and Growth Strategy — in a unique pentagon arrangement.
Cloud Functions Backend
Firebase Cloud Functions handle contact form processing with Mailgun email integration, automated notifications, and Firestore submission storage — all serverless.
Comprehensive Design System
48 shadcn/ui components, 25+ custom SVG icons in navy/gold branding, multiple logo variations, and icon preview galleries for brand consistency across all portals.
Results
4 portals
Admin, Broker, Client, and Public — each with dedicated UX
3 markets
Singapore, Malaysia, and Vietnam coverage
48 components
Production-ready shadcn/ui library customised to brand
25+ icons
Custom SVG icon set in navy/gold brand colours
Serverless
Cloud Functions for email and form processing
Real-time
Firestore listeners for instant data synchronisation
Built With
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