Investor CRM Product

Completed: 2023

Mission & Goal:

For this project, the mission was to roll out a new global, digital web based product that can be used to track and monitor portfolios of issuers and loans managed by corporate finance users and provide secondary benefits to downstream users in credit risk and portfolio management. The goal was to have this become the core central, global standardized platform for the corporate finance team.

One avenue this company and team makes money is by funding private deals. For example if a private entity (issuer) wants to finance a new stadium to be built, they could create a security and receive a loan in the amount of say 100 million, to be paid back with interest over 10 years.  This team would follow the lifecycle of this deal from analysis to close. They would issue the loan and make revenue via the payments with interest.

The goal of this product is a one stop CRM type software for tracking these issuers and investment deals and managing a deal pipeline for continued revenue generation.


We will be recognized as providing exceptional digital-first experiences to our corporate finance customers to simplify their lives so they can unleash more value.

Users and Painpoints:

The Global Corporate Finance customers and their users, which consists of various analysts and oversees over 100 billion in public + private credit.

A major painpoint was the work done to track the lifeycle of a deal and the analysis was done primarily on various spreadsheets (hundreds of them across 80+ Analysts and Leaders) or older tech debt ridden apps. Different analysts in different regions use different tools and there is no global standard, leading to large operational deficiency, risks and lack of productivity.

This product goal was to unify all these different ways analysts were working across different regions into one unified web digital product with a cloud based back end. Along with that the strategy was to have standardized workflows to increase productivity of each analyst and API connections to the companies data lake and the SWIFT payment network to so deals could be taken from inception, analysis and final payment in one place.

Screen Mockup
UI Screen Mockup
Funding Screen and Swift Wire Transfer


  • Create a unified platform for the global corporate finance customers to consolidate all their apps and processes into one platform
  • Enhance Productivity through centralized workflows to support incensement of investment gains
  • Automate and centralize low value activities to allow analysts to more effectively monitor their portfolios and make better and quicker decisions.

My Role:

Acting as the Product / Project Manager for the rollout. Responsible for overseeing the requirements, budget, project timeline and navigating cross functionally to include risk, audit and architecture as the integration crossed multiple platforms and products. Oversaw the launch and build out of the MVP to customers.

Also was responsible for building the agile squad, ran daily standups, sprint PI Planning, roadmaps and conducted weekly presentations to stakeholders to communicate on status and navigate any roadblocks.

Outcomes & Metrics:

  • $11M a year in increased investment gains through simplified workflows, ease of use and higher productivity.
  • Allowing existing analysts to do more with less, which provided 1.2M a year in cost avoidance due to less analysts needed to support growth.
  • Addressing many open audit and risk issues due to tech debt and scattered business processes.
  • Higher customer satisfaction and alignment to company vision of becoming a digital leader.