Integrating analyst solutions for investors
Timeline
Company
PitchBook
Role
Design Lead
Jan 2021 - Dec 2023
Context
During my time on the funds team at PitchBook, me and my PM partner were focused on driving growth with the target customer segment—Limited Partner (LP) investors.
We collaborated with the analyst team at PitchBook to better understand LP workflow challenges and integrate their proprietary solutions into the platform.
For deep dives on the features released, see case studies below
Portfolio Forecasting
From Spreadsheet Chaos to Streamlined UX: Minimizing Friction for Investors
Manager Scoring
Building User Trust in a Scoring System