About

PitchBook is a platform for gathering data on the financial markets. During my time on the allocation team at PitchBook, me and my PM partner were focused on driving growth with our Limited Partner (LP) investor accounts.

Challenge

While PitchBook met the basic needs for LPs, demands had grown for custom analysis that didn’t exist on the platform but were offered by our analyst team. We saw this as an opportunity to collaborate with that team to better understand these workflow challenges and integrate their solutions into the platform for LPs.

Impact

I led design for two key releases and educated the design team around the target customer segment.