Case study

Bringing insights into one clear, decision-ready portal

A large growth equity firm with a global presence, gave its Research Operations team the task of coming up with a solution to improve the due diligence process, access to knowledge, resources, data dashboards, and network of contacts.

The story behind

Create a global internal platform providing investment professionals with bespoke tools they need to accelerate the due diligence research process.
Search for resources, get information from SMEs, share market research, and democratize data access.
Client
Global Growth Equity Investor
Industry
Investment Management
Duration
< 8 Sprints (4 months)
services
Product Design, Product Development

Adapted to existing workflow

The advantage of custom solutions over already available products is that as designers, we can quickly understand the unique business workflows of an organization and integrate new solutions into the daily lives of current users, making the tools intuitive, maximizing usage, and producing immediate efficiency improvements without extensive training sessions.The underwriting table gives traders a single, comprehensive view of every loan: no tabs, no extra clicks, no searching for data.

Resources to accelerate growth

Research teams gain an advantage when they use reliable sources, speak with SMEs, and interview business leaders to gain knowledge about their industries.

Powerful filtering and sorting options focus on the resources that are most pertinent to the user. Users can save time by using convenient previews and descriptions to get the information they need about a document without having to open it.

Portfolio intelligence

Democratize access to corporate data by sharing knowledge, documents, and data across regions and geographies.

Gain access to detailed information about a company's portfolio, deal documents, business models, a list of connections, and all other information as if you were a member of the team.

Designed for precision

From manual, time-consuming research and siloed data to faster due diligence, shared knowledge, and scalable operations.

Accelerated Due Diligence

Streamlined research workflows and powerful search tools reduced time spent finding relevant data, enabling investment teams to complete due diligence faster and with greater confidence.

Unified Knowledge Access

A single global platform now centralizes all research assets, contacts, and portfolio insights—democratizing data access across regions and improving collaboration among investment professionals.

Scalable, Integrated Operations

The solution fits seamlessly into existing workflows and scales with the firm’s growth, ensuring consistent performance, efficient onboarding, and easy integration of new tools and data sources.

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