- Client
- Investment firm
- Built
- Screening, reporting, and data-access tools
Investment research platform
- The problem
An investment team needed a more consistent way to gather and reuse research spread across several systems.
- The work
I sat with the analysts to learn how they work, then built screening, reporting, and search tools around that, wired into the software they already use.
- What changed
Analysts can run screens, generate reports, and search firm research without switching tools.