Edgefolio, where capital actually gets raised.

I rebuilt the manager dashboard at an award winning cap intro scale up, folding five surfaces into one product.

Role

Senior Product Designer

When

2024

Team

PM, 5 engineers, marketing ops

Stack

React · TS · Figma · Storybook

Background

Edgefolio puts software around cap intro: discoverability for funds, CRM for the people raising, reporting for LPs. The manager view felt like five different products in a trench coat, so I mapped the service first.

Contribution

Landing dashboard

The first screen shows activity, performance and next actions at a glance.

Data visualisation

Honest defaults, readable small multiples and interactions that never lose the plot.

Service mapping

Tribal knowledge turned into one shared picture of front end, back admin and pipelines.

Invested funds view

One place for managers to see, compare and act on their book.

"Five different products in a trench coat" was the line that started the project. The rebuild gave it one body. From the kickoff workshop

Service map · manager FE × back admin × data pipelines

Invested funds · the screen managers open first

Takeaway

1→1

Five surfaces folded into one product

£612M

AUM raised through the platform Q2

Active mandates in the rebuilt book view

2qtr

Service map drives roadmap planning

Managers now open the invested funds view first each morning and the service map plans the next two roadmap quarters.

Next case

Gravicus→

ML and NLP for compliance and risk. Entity graphs, SAR workflows, dense information design.

← All work