Gen II is the largest private equity fund administrator in the U.S. Like most financial services, they and their clients work primarily with Excel and decades-old enterprise software. We worked with the partners and co-founder to take their initial proof-of-concept prototype for a proprietary fund performance analytics tool, “C-Suite”, and create a best-in-class product experience that can scale to accommodate client data integration in the future. This effort helped Gen II shift from being another provider of difficult-to-use tools and analytics to a leader in financial services software experience.
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Project objectives | Support GenII in creating a new consumer platform that gives fund managers, CFOs and CEOs unprecedented and direct access to fund performance evaluation tools.
Experience ambition | Create a best-in-class, on-demand experience for fund managers and C-suite clients to quickly evaluate their fund performance.
Project components | Stakeholder & customer interviews, product requirements definition, UX & UI design, design & development sprints
Role | Director
Duration | 8 weeks
