E2E Investors Deal Explorer
Summary
When I joined Finalis, the platform had grown on top of legacy systems, resulting in complex navigation, generic workflows, scattered data, and limited visibility for both customers and internal teams.
Our team was responsible for redesigning and later replatforming the compliance experience used by bankers and back-office analysts.The initial system was fragmented and difficult to maintain, creating friction on both sides. Bankers lacked clarity on next steps, and internal teams struggled to manage time-sensitive reviews efficiently.
Problem Framing
Finalis aimed to explore new revenue opportunities by creating a platform that connects key players within the investment banking ecosystem. Capital Allocators is a standalone web product designed to connect institutional investors (allocators) with pre-vetted private market deals sourced through Finalis’ network of boutique investment banks. The project evolved through distinct phases — starting with a rapid proof of concept (POC), moving to a strategic MVP, and culminating in a scalable new architecture called Atlas, featuring AI-driven automation and advanced internal management tools.
Problem framing
The core challenge was balancing rapid development with delivering meaningful value to demanding institutional investors. This meant creating a platform that simplified onboarding, maintained strict privacy for both investors and issuers, and enabled efficient, secure connections while navigating technical limitations early on. As the project matured, the focus shifted to scalability, automation, and enhanced experience — removing earlier constraints to better meet user needs.
The process
The initial phase was a fast-paced POC built using Webflow landing pages duplicated for each allocator, embedding Airtable views to quickly display curated deal selections. This approach enabled swift validation of market interest and collection of valuable user insights without heavy development overhead.
The second phase involved designing and building a more robust MVP to ensure scalability and a solid foundation for growth. During this stage, I played a product-focused role, translating business needs into app design while collaborating closely with the engineering team to navigate technical constraints and propose viable solutions within tight deadlines.
In the latest phase, a new specialized external engineering team was brought in for development, tasked with constructing a modern, scalable architecture leveraging responsive libraries, AI, and automation. I contributed by rebuilding the project using this new responsive framework and re-evaluating prior design decisions that had been limited by technical constraints, now prioritizing user experience over feasibility. Additionally, the focus of this new application extended beyond the user-facing experience to include building an internal back-office tool designed to automate portions of the internal team’s workflow.
Throughout the project, I played a highly collaborative and cross-functional role, working closely with diverse teams across Finalis. I partnered with Data, Legal, Compliance, Capital Markets, Product, and Engineering to align priorities and overcome challenges under tight deadlines. Additionally, I collaborated with Marketing to craft the landing pages, including user acquisition strategy and messaging, ensuring clear and compelling communication. Given the accelerated timeline and complexity, I acted as a connector and facilitator—helping bridge gaps, coordinate efforts, and keep all stakeholders aligned.
Key Outcomes
The POC rapidly validated market interest and gathered early user feedback, enabling fast iteration without heavy upfront costs.
The MVP launched quickly, delivering core features aligned with business priorities and user needs despite tight deadlines.
The latest version is scheduled for launch in August 2025, introducing AI-powered automation and improved scalability, enhancing platform performance and user experience.
The Process
The Outcomes