How We Designed and Built ShareDirect360 — A Scalable SaaS Platform for Shareholder Management in Africa
Overview
Project Overview
ShareDirect360 is a purpose-built SaaS platform for modernizing shareholder and equity management across Africa. It enables public companies, banks, and registrars to automate dividends, manage shareholder records, streamline compliance reporting, and facilitate AGM governance.
The Challenge
Most companies across Africa still manage their shareholder records and filings using spreadsheets, legacy software, or third-party consultants. These manual processes are error-prone, time-consuming, and non-compliant with modern governance standards.
The ShareDirect360 team needed:
- A secure, scalable platform built from the ground up
- Custom workflows for dividend processing and tax compliance
- Role-based permissions for finance teams, registrars, and board members
- A modern UI that even non-technical admins could navigate easily
- Integration-ready infrastructure to support future APIs and mobile expansion
- A reliable launch in time for their first pilot client’s reporting season
Built For Executives
Loved By Investors
Userflow
Technology
Stack
Backend
Python (Django + DRF)
Celery
Redis
Frontend
Next.js
PWA Capabilities
TailwindCSS
ShadCN UI
Database
PostgreSQL
Disbursement Draft
Disbursed Dividend
Infrastructure (AWS)
S3
Route 53
ECS Fargate
DevOps & CI/CD
GitHub Actions
Docker
CloudFormation
Crafting First Impressions: A High-Converting Waitlist Page to Power Early Adoption
User Persona
Anita
Uses 4-5 management tools daily
Frustrations
- Manual equity tracking in spreadsheets feels risky and outdated
- Confused by legal/financial jargon in cap table documents
- Existing tools (like Carta) feel too foreign or expensive for a small African startup
- Difficulty keeping investors updated in a structured, branded way
- Can’t visualize ownership changes or simulate new investments easily
Anita Baido
42 years | Co-founder & COO, EKZ Investments | Ghana
Goals
- Maintain an accurate and up-to-date cap table
- Easily issue and track shares and ownership as team grows
- Disburse dividends accurately and transparently
- Build trust and professionalism with investors
- Replace disorganized spreadsheets and email chains with one modern tool
Needs
- A simple, intuitive UI that removes the fear from equity management
- Clear, human-friendly copy that explains financial terms and workflows
- Secure platform that feels legit and investor-ready
- Quick way to add investors, upload past transactions, and generate reports
- A place to send investor updates without leaving the platform
TImeline
Design Process
We followed a user-centered design approach to ensure the platform was intuitive, professional, and aligned with the workflows of finance and compliance teams:
01
Discovery & Wireframes
02
User Journey Mapping
Defined role-based flows for admins, compliance officers, and board users; from signup to dividend execution.
03
UI Design System
Built a clean, functional interface using Figma and Zeroheight, with a focus on clarity, accessibility, and speed.
04
Iterative Feedback Loop
Investor Updates, Simplified.
Broadcast reports and announcements in just a few clicks—keep every stakeholder in the loop, effortlessly.
Testimonials
Results & Impact
His Excellency Henry Kweku Yankson
CEO, Ankobra West Rural Bank | Ghana
“Premier Tech Lab understood our vision from the beginning. Their team delivered a shareholder management system that has helped us digitise core operations and improve communication with our stakeholders.”
Results
- MVP launched in under 6 months, fully containerized and deployed to AWS
- First pilot client onboarded (a rural bank with over 1,000 shareholders)
- Dividend workflow time reduced by 80%, with zero manual reconciliation needed
- Regulatory filing processes streamlined — now exportable in seconds
- Shareholder engagement improved through better communication & document delivery
Interested in Building Your SaaS Platform?
We specialize in taking ideas from napkin sketch to production-ready software. If you’re working on a high-impact SaaS or internal enterprise tool, we’d love to help.