Pitchbook
Overview
Pitchbook was the premier source of data for privately valued companies. However, when the company was purchased by a larger financial institution it added publicly traded data to the mix. I talked to a dozen equity analysts and fund managers who deal in public data to help the design team understand our new user base.
Process
Talk with SME
Portfolio manager, analyst, internal SME
~12x
Revise workflows and JBTD
Gather information, then check current model
Results
Foundational learnings
This work was foundational to educating the design team and enabling new projects.
Promotion
The outcome was deemed better than my design leaders hoped for, and earned me a promotion.