Allocation Team
Integrating a workflow tool for investors
COMPANY
ROLE
TIMELINE
Design lead
Nov 2019 - Dec 2023
A new business opportunity for Limited Partners
The PitchBook analyst team built a proprietary methodology for scoring investors based on their performance. This presented a business opportunity to separate ourselves from competitors with a proprietary tool to attract Limited Partner investors (LPs) to the platform.
Cross team collaboration
I conducted a design sprint with the intent to align key stakeholders on the objective and risks for integrating this into the platform. We discovered that our initiative overlapped with our sister team’s project. I worked with the design partner on that team to consolidate both experiences. The main challenge was building user trust around PitchBook’s new scoring methodology. After a couple rounds of iterations we landed on a direction that stakeholders and product leadership was happy with.
Post release, the tool drove growth in LP customers
The tool was widely marketed and helped drive growth in LP licenses, MAU, and accounts. It was also featured in the press, most notably on Fortune Magazine.
I worked on integrating a workflow tool that displays an investors performance in the context of scores to help LP users source potential investments. View a demo of the tool here.
INVESTOR SCORING TOOL
I also worked on other tools for LPs including a way for users to forecast their portfolio of fund investments and a way to identify investment preferences.
PORTFOLIO FORECASTING TOOL
INVESTOR STYLE TOOL