Titanbay,
institutional access
for everyone else.
Took a working POC and rebuilt it into a market ready private markets platform. KYC and due diligence flows that don't feel like an interrogation. Portfolio construction modelling a 10 to 20 year outlook. A design system that finally let design and engineering ship at the same pace.
Role
Product Designer
When
2022 - 2023
Team
PM, 4 engineers, data science, compliance
Stack
React Redux · Tailwind · Figma
Background
Titanbay connects financial institutions and wealth managers to private market investment access, helping them build diversified high conviction portfolios for their clients. Both B2B and B2C surfaces, both demand the same thing. The data has to be honest, the journey has to be smooth, the experience has to feel like the rest of the financial services kit they use.
I joined when the platform existed as a proof of concept. Working code, but a long way from market ready. The remit was clear. Take it from "this works in a demo" to "this is something institutional clients will pay to use".
Before · POC platform as inherited
Fund tiles and portfolio dashboard as they existed when I joined. The product worked. It just didn't feel like one.
The Challenge
Platform evolution
Taking the POC to a go to market product meant designing everything from scratch. A genuine 0 to 1 build.
Regulatory compliance
KYC and due diligence are non negotiable in this space. The onboarding needed to be thorough without feeling like an interrogation.
Design system standardisation
Existing assets were inconsistent and fragmented. Every screen reinvented the patterns, slowing both design and engineering.
Advanced financial tooling
Portfolio construction modelling 10 to 20 year outlooks. Multi dimensional data that had to be readable, not just accurate.
Approach & Execution
Research first
Started with the compliance team. Workshops with officers and SMEs to map the onboarding journeys, finding exactly where regulatory requirements and good UX had to coexist.
Design system v2
Reorganised and standardised tokens, typography, data viz patterns, form fields, modals. Cut design to engineering handover time by an order of magnitude.
Cross functional partnership
Partnering with data science to turn Excel based financial models into interactive interfaces. Making multi dimensional data readable for wealth managers without losing precision.
Phased rollout
Onboarding first, then portfolio review, then construction, then capital calls. Each module testable, each module shippable in isolation.
Portfolio construction · vintage allocation modelling
Construction detail · 10 to 20 year outlook modelling
Design System
Reorganised the Figma library. Tokens, typography, data viz, form field, modals, layouts, motion. Built a Storybook handover spec for engineering.
Outcomes
The platform shipped. Institutional clients started flowing through. The design system carried into the next phase and into the next two hires we made. The pattern of "compliance team in the room from week one" became the default for every Titanbay flow that came after.