iVest Club: research for an India and Asia crypto product launch

A bilingual survey of Indian retail investors and the strategy report that reshaped the product’s messaging and membership tiers.

Client: iVest Club, a Web3 private-equity club
Service: Strategy and research
Period: Sep–Nov 2024
Review: 5.0 on Upwork

Client documents

Confidential. Not published here; available to prospective clients under NDA.

NDAStrategic report
NDASurvey questionnaire, English and Hindi

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The brief

Before launching a Web3 investment product, iVest Club needed to know who would use it, what they already understood about crypto and what would make them trust it. The research had to reach people well outside crypto Twitter: homemakers, salaried professionals and first-time investors.

What I did

Designed and validated a 20-question survey in English and Hindi with conditional logic
Distributed it to more than 40,000 people through WhatsApp groups, LinkedIn and community outreach
Analysed 1,015 complete responses across 18 behavioural, financial and attitude dimensions
Built personas by age, income, crypto familiarity and risk appetite
Recommended pricing, product tiers, messaging and educational features for India and pan-Asian rollout

Frameworks and tools

Google Forms
WhatsApp group segmentation
LinkedIn outreach
Excel pivot analysis
Google Slides

Outcome

Four audience segments and three onboarding tiers defined from the data
The client used the findings to change its core product messaging and membership structure

Strategy and research 5.0 on Upwork

Custody policy and AML/KYC framework for a digital asset custodian

An institutional custody policy and AML/KYC/CFT addendum for a Fireblocks-based custody and settlement setup, written to be handed to a regulator.

Documents under NDA Read the case