Titanbay, institutional access for everyone else.
A working proof of concept, rebuilt in nine months into a private markets platform institutions pay to use.
Role
Product Designer
When
2022 - 2023
Team
PM, 4 engineers, data science, compliance
Stack
React Redux · Tailwind · Figma
Background
Titanbay connects institutions and wealth managers to private market funds. When I joined, the platform was working code and a long way from market ready. The remit: take it from demo to something clients pay for.
Before · the POC as inherited
It worked. It didn't feel like a product.
The Challenge
Platform evolution
A genuine zero to one build on top of a working demo.
Regulatory compliance
KYC and due diligence, thorough without feeling like an interrogation.
Design system
Fragmented assets, every screen reinventing the patterns.
Financial tooling
Portfolio construction modelled over a 10 to 20 year outlook.
Approach
Research first
Compliance officers in the room from week one.
Design system v2
Tokens, type, data viz, forms, modals. Handover time cut by an order of magnitude.
Data science partnership
Excel models turned into interfaces a wealth manager can read.
Phased rollout
Onboarding, then portfolio review, construction, capital calls. Each shippable alone.
Portfolio construction · vintage allocation modelling
Construction detail · 10 to 20 year outlook modelling
Design System
The Figma library reorganised end to end, with a Storybook spec for engineering.
Outcomes
The platform shipped, institutional clients came through and "compliance in the room from week one" became the default for every flow after.
Edgefolio→
Cap intro and fund marketing. The dashboard rebuilt around the people raising capital.