DealShark OTC Trading
White-Label OTC & P2P Trading Platform for Desks & Funds
End-to-end product and growth design for an institutional OTC platform. Desks and funds launch branded instances, connect prime custody, and trade securely.
DealShark
2+ Years (Continuous Design)
Lead Product & Growth Design
B2B OTC Desks, Custody & Growth
White-Label Solution for Trading Desks and Exchanges
DealShark is an end-to-end white-label platform in the OTC space. It connects verified buyers and sellers worldwide who wish to execute large digital asset trades securely without slippage or market impact.
Over more than two years of continuous design and 100+ screens, we created the complete web application, mobile interfaces, branded desk instances, and institutional marketing materials. We focused on making hedge fund onboarding, RFQ creation, and transaction tracking simple and trustworthy.
Institutional Client Portal Landing
Public gateway communicating regulatory compliance, multi-party custody settlement, and white-label trading desk provisioning.
Why Institutional OTC Required an Enterprise Platform
Before DealShark, high-volume OTC trades were negotiated informally through Telegram and Skype groups. This created serious risks for fund managers: counterparties were unverified, price quotes expired mid-conversation, and funds were sent before delivery with no settlement recourse. We structured DealShark around four enterprise capabilities:
Branded Desk Instances
Provides a dedicated, branded workspace inside the platform for every fund to manage its own clients and deal books.
Connected Prime Custody
Connects directly to Paxos, Prime Trust, Coinbase, and Kraken so traders never leave funds on vulnerable hot wallets.
Multi-Dealer RFQ Engine
Enables blind broadcasts and firm quote timers so traders get the best bid and offer without market front-running.
Atomic DvP Settlement
Enforces Delivery-versus-Payment settlement where capital transfers only when both parties have locked collateral in custody.
Branded Desk Instance & Login
Dedicated tenant login (shown with Grayscale Capital Desk on grayscale.dealshark) giving institutional clients their own branded environment.
Private Desk Instances with Isolated Liquidity
Institutional brokers and asset managers will not invite high-net-worth clients into a shared public exchange where rival desks can view their orders. DealShark solves this by provisioning a dedicated instance inside the platform for every registered desk.
Each trading desk receives a custom sub-domain (such as grayscale.dealshark) with its own branding, isolated client accounts, and private compliance rules. Desks can execute bilateral trades internally or route surplus liquidity into the broader DealShark network when sourcing larger blocks.
Capital Management: Prime Custody & Multi-Dealer RFQ
Institutional investors need to know exactly where their capital is parked and how much is locked in active bids. We integrated qualified custody tracking directly into the desk interface alongside a real-time request-for-quote engine.
Prime Custody Account Manager
Aggregated balance view across Paxos ($197M), Prime Trust ($123M), Kraken, and Coinbase Custody with direct deposit, withdrawal, and internal transfer buttons.
Multi-Dealer RFQ & Offer Feed
Real-time asset swap quote engine with instant quote generation, accepted/rejected/expired tabs, and live transaction settlement timestamps.
Unified Capital & In-Order Holds
Fund operations teams can see exactly how much capital is free versus locked in active negotiations across 4 major custody partners. This prevents accidental over-allocation or failed settlements.
Zero-Slippage Block RFQ Execution
Instead of public order books moving against large orders, traders submit private RFQ requests. The system calculates exact proceeds per coin with transparent fee deductions before confirmation.
Deal Execution: Bilateral Negotiation Rooms & DvP History
Large OTC transactions require direct communication without losing contractual certainty. We designed dedicated bilateral negotiation rooms where chat is tied to legally binding trade parameters, backed by an immutable DvP audit ledger.
Bilateral Negotiation Room & Chat
Dark-themed deal room with KYC verification badges, 2FA alerts, peer hardvouching ($25K vouch request), and real-time deal status changes (partially filled).
Atomic DvP Settlement History
Institutional transaction log showing inter-custody transfers (e.g. Paxos to Prime Trust), crypto deposits, fiat withdrawals, and completed/denied/pending states.
Cryptographically Bound Deal Rooms
Rather than agreeing to prices in unstructured chat, every message in DealShark is tied to the trade contract. Counterparty identity, 2FA status, and peer reputation vouches are prominently displayed to eliminate fraud.
Atomic DvP & Inter-Custody Tracking
Trades settle via delivery-versus-payment (DvP) so assets only move when both sides are funded. The transaction log details transfer routes between Paxos, Prime Trust, and Coinbase with clear compliance status stamps.
Risk Controls & On-the-Go Trade Approvals
Institutional compliance mandates pre-trade counterparty whitelisting. Simultaneously, managing partners and desk directors need the speed to review and authorize deals from anywhere in the world.
Counterparty Whitelists & Permissions
Granular permission table allowing compliance officers to authorize or disable specific counterparties for receiving or sending high-value capital.
Mobile Trade Offers & Member Approval
Responsive mobile application showing live offer feeds, member join applications (KYC/AML verified), vouch requests, and proposal approvals.
Pre-Trade Counterparty Whitelisting
Traders cannot accidentally send funds to unverified entities. Compliance officers define strict bilateral permissions (Can Receive / Can Send) with instant kill-switch disable buttons for regulatory peace of mind.
Zero-Latency Mobile Trade Approvals
Desk directors traveling between conferences or partner meetings can approve member desk requests, review live proposals, and confirm time-sensitive trade quotes with native mobile gesture flows.
B2B Growth: Pitch Decks, Product Decks & Institutional Webinars
B2B institutional platforms require extensive business and growth materials beyond software interfaces. Over the 2+ year partnership, we engineered the complete visual collateral suite for DealShark fundraising, institutional client sales, and executive webinars:
Executive Sales & Fundraising Collateral
High-converting institutional presentations designed to establish immediate trust with crypto funds, asset managers, and broker-dealers:
Investor Pitch Decks & Valuation Models
Engineered slide decks illustrating global OTC market volume, white-label SaaS subscription economics, and tri-party custody moat for venture capital rounds.
Product Decks for Hedge Funds & Desks
Detailed walkthrough presentations demonstrating multi-custodian security, blind RFQ protocols, and tenant provisioning to close enterprise trading desk contracts.
Webinars & Social Media Assets
Produced presentation slide decks for institutional market education webinars and branded LinkedIn/Twitter banners targeting OTC desk directors.
Bridging Wall Street Standards to Web3 OTC
Selling infrastructure software to regulated trading firms requires a visual language that matches institutional prime brokerage platforms. Every deck, one-pager, and webinar slide followed a clean, restrained typography hierarchy with zero crypto jargon and complete focus on risk mitigation.
White-Label Economics Breakdown
Visualized how broker-dealers retain 100% of client flow while reducing counterparty risk through DealShark custody integrations.
Institutional Event Templates
Created customizable Keynote and Figma slide templates for quarterly partner webinars and crypto conference keynotes.
Results & 2-Year Impact
Over two years of dedicated product design, DealShark evolved from an early concept into an enterprise-grade OTC trading infrastructure:
2+ Years of Design
Guided the product across multiple iterations, adapting to evolving FATF Travel Rule regulations and prime custody integrations.
100+ Production Screens
Designed desktop portals, mobile execution interfaces, dark deal rooms, multi-custody managers, and permission tables.
Zero-Trust Settlement
Replaced risky unencrypted chat agreements with verified counterparty profiles, 2FA locks, and automated DvP trade settlement.
Complete Growth Assets
Delivered investor pitch decks, product demo decks, and webinar branding that helped secure venture backing and enterprise clients.
Gallery
All 8 production screens designed for the DealShark institutional OTC platform. Click any view to inspect in high resolution: