Case study

Making wallet operations clear, secure, and intuitive

Investors lack the necessary negotiating power when negotiating deals with banks and counterparts because they lack access to real-time information about already-made commitments.

The story behind

Provide investors with easy-to-use, interactive dashboards that allow them to organize information and gain insight into existing commitments and their distribution across portfolio, trading, and treasury, all the way down to a single issuer or counterparts.
Client
Global Investment Firm
Industry
Private Equity
services
Product Design

Activities summary

Firm-wide dashboard presenting all activities at a glance, conveniently visualized and grouped for immediate insight.

Enables faster, data-driven decisions by giving leadership a real-time overview of portfolio, trading, and treasury performance across the firm.

Data deep dive

The user can perform a counterpart or issuer search to gain insight into current distribution by activity, view a breakdown by type, and understand how commitments have changed over time.

Data visualization that is optimized for insight

Better understanding of investor goals and conversations with counterparts provided us with the knowledge we needed to visualize necessary information at the right time using charts that made sense and yielded actionable information.

Designed for efficiency

Real-Time Data Access

By replacing  spreadsheet with a dashboard application, everyone now has access to real-time data that was previously only available to few through email communications

Deal Optimization

Self-serve capability for investors made it possible for them to optimize conditions of numerous deals because information was now readily available

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