Evaluating Knowledge Management Practices in Crowdfunding Fintech: The Case of the First Crowdfunding Platform in the Philippines

This study explores Knowledge Management (KM) practices at Investree Philippines Inc., a leading fintech company in crowdfunding. Using a case study approach with mixed methods, the research evaluates how Investree's Project NEXUS framework enhances operational efficiency, drives innovation, and ensures regulatory compliance. Data were gathered through interviews, surveys, and document analysis, revealing that Project NEXUS effectively integrates KM practices across various phases, including ideation, execution, and knowledge transfer. The findings highlight Investree's strengths in fostering innovation and maintaining efficiency through centralized documentation and training. However, opportunities for improvement exist in enhancing information retrieval systems and strengthening cross-departmental collaboration. Recommendations include refining search tools and implementing structured knowledge-sharing protocols. This study provides valuable insights for fintech companies aiming to optimize their KM strategies, positioning Investree as a leader in the Philippine fintech industry and contributing to the broader understanding of KM's role in the fintech sector.