InvestorUXRedesign

Funds, investments, capital calls, and statements were all present, but not stitched into one coherent experience. Investors could see numbers, yet each area used different navigation and interaction conventions.

The core failure was context continuity. Moving from fund-level summaries to company-level detail required repeated navigation resets, slowing review workflows and increasing support dependency.

• Fragmented IA: Similar investor tasks lived behind unrelated nav structures
• Entity Switching Cost: Jumping from Funds to Companies broke user orientation
• Inconsistent Drill-Down: Top-line metrics lacked predictable paths to source details
• Operational Overhead: Teams relied on repeated manual checks to validate state

I treated navigation as core product logic, not visual chrome. The redesign established explicit navigation levels and standardized transitions between fund and company contexts.

Before UI polish, we mapped the entity hierarchy and defined drill paths so every key metric had a stable route from summary to evidence.

• Level 1: Global account navigation (Home, Companies, Requests, Account settings)
• Level 2: Entity-specific sub navigation (Fund tabs, Company tabs)
• Level 3: Task details (capital call details, scenario modeling details)
• Hierarchy Model: Firm -> Funds -> Investments with clear cross-links

Fund Overview was rebuilt into a summary-first page with critical fund health metrics, then direct pathways into performance and statements.

Fund Performance and Investments were redesigned with table-first, metric-dense layouts that matched investor mental models and reduced interpretation overhead.

Portfolio views introduced persistent side navigation for funds and companies so users could switch entities without losing overall context.

• Summary-first modules for vintage, fund size, contributed capital, and invested amount
• Consistent tabs for performance metrics and investment breakdowns
• Persistent side rail for fast pivoting across funds and investments
• Shared interaction patterns across overview, capital calls, and investment tables

The redesign also normalized top navigation, contextual tabs, and table controls across company-level and fund-level pages. This reduced relearning when users moved between workflows.

I introduced repeatable patterns for filters, tab stacks, and dense data modules so teams could scale new investor pages without reinventing layout logic.

• Unified global nav + entity filter scaffolding
• Shared tab architecture for portfolio and company pages
• Table + chart coexistence patterns for decision workflows
• Reusable interaction rules for search, date filters, and exports

After the redesign, investor workflows felt like one connected product rather than a set of disconnected tools. Users could start from account context, move through funds or companies, and reach detail tasks through predictable patterns.

The biggest gain was operational confidence: less orientation overhead, clearer status visibility, and faster movement from portfolio review to action.