InvestorBridge Platform
An SEC-registered investment advisor specializing in structured credit and non-agency residential mortgage-backed securities (RMBS) — 26 securitizations since 2020, totaling $9B+ in securitized assets — serving HNWI and UHNWI investors. Developed InvestorBridge, a digital investor platform with web and mobile components, to differentiate the firm in private credit and securitization markets.
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Differentiate the firm's structured credit and wealth management offerings through superior digital experience, by developing InvestorBridge — a digital investor platform with web and mobile components for institutional and accredited investors (HNWI, UHNWI, fund managers, placement agents).
Used the Business Model Canvas to document the future business model and identify digital impact areas. Applied the HCD framework to build 1–2 key personas focused on investor motivations, goals, and pain points, with persona, empathy, and journey maps guiding the design of ~25 app screens and a website — enhancing transparency, engagement, and operational efficiency in private credit and securitization. Validated insights and deliverables with stakeholders through coordinator checkpoints and workshops.
InvestorBridge app workflows (~25 screens) and website prototyped around transparency, engagement, and operational efficiency, presented to the firm's executive leadership.