Opportuna Venture Capital
helping investors understand and optimize their portfolios
MY ROLES
product designer
associate pm
TEAM
2 project managers
5 design consultants
TIMELINE
sept 2025 - dec 2025
SCOPE
ux research
wireframing
prototyping
client work
financial concepting
TOOLS
figma
figjam
notion
CONTEXT
a scaling vc firm with an opportunity
Through Design Consulting @ Cornell (DCC), I partnered with Opportuna, a venture capital firm backed by Infinitas Capital that specializes in direct secondary and late-stage primary startups. The firm aims to create a fairer investment ecosystem by enabling liquidity for founders, early investors, and key employees.
However, as the firm scales, both General Partners and Limited Partners rely on fragmented tools for fund management and investor communication — resulting in inefficiencies and limited transparency across the investment lifecycle. This lack of a unified platform revealed a clear opportunity and became the focus of our project…
THE CHALLENGE
…how might we create an intuitive, centralized platform for LPs to see where their funding goes and the results that Opportuna has produced?
After leading ux research and early vision sprints for the 0-1 product, I specifically honed in on designing a comprehensive onboarding experience + investment and portfolio fund-monitoring tool, as we worked with our client throughout the semester.
MARKET RESEARCH
understanding the product space to create a novel product
I looked at 4 other competitors in the lp portal and project management space and noted a few things.
4
Companies
Dashboards like Juniper Square were clean and digestible, with AI tools to optimize tasks
Allvue is very customizable, but trying to do too many things at once
Learnings
Provide clear and hierarchical visual insights
Integrating automation and customization makes the product easier to adopt
Show complexity gradually rather than overwhelming users with every feature at once
Tools built for a specific use case outperform those trying to do everything
USER RESEARCH
talking to professionals and pre-professionals in the finance industry to see what they value
I went out and interviewed 12 people, ranging from finance students and startup founders, to professionals working in VC and consulting, which led to 3 key pain points in users when consuming information.
Overstimulating information, lower confidence
“Sometimes important performance metrics get buried. Some terminal interfaces are too colorful and cluttered!”
Irrelevant graphs, outdated visuals
“The hardest thing is representing data clearly and effectively, like something that would be better as a bar graph vs a line graph.”
Lack of concise summaries and actionable insights
“I want to know how to take potential next steps with my data - an investment tool that predicts future prospects could save lots of time.”
IDEATION
this led us to 6 core feature areas
Through ideation and a priority matrix, we mapped out six key user flows for the MVP. I did early wireframing for each feature, but specifically focused on developing the onboarding experience for new users, as well as a portfolio monitoring + performance tracking tool.
👨💻
User Onboarding
📝
Capital Reports
🏠
Dashboard
💬
Chat
📈
Portfolio Tracking
🔧
Settings
EARLY DESIGN PROCESS
making sure every necessary feature is included, and intentional
Drawing from our research synthesis and interview findings, I mapped out page-level requirements, prioritizing certain features and leaving out non-essential ones. We then began iterating.
ITERATIONS
when iterating, i wanted the dashboard to feel more welcoming + functional
✍️ First Iteration
First portfolio concept with simple list view of investments and side bar for metrics and graphs
🌟 After
Refreshed the page layout with better visual hierarchy, and added usability features like key metrics and a performance overview graph.
FEATURE CONCEPT
i designed an ai-driven insights tool to help investors save time and optimize performance
Get projections on your portfolio’s growth, personalized insights to maximize performance, and instant answers to any investment questions.
After integrating our newly developed Opportuna branding and design system, we finalized prototypes for developer handoff, and delivered the final designs.
FINAL DESIGNS
Opportuna Investor Portal for LPs
Investor Onboarding
Creating an Account
An easy onboarding process for users to sign up for an account, and set their language and accessibility preferences.
Portfolio Performance
Overview and Holdings
A snapshot of your portfolio value and recent performance change + a holdings table and charts detailing allocations and cash flow.
AI Insights Tool
Get investment tips, ask questions, and view a timeline chart comparing predicted portfolio performance to actual.
Company Details
An expanded view highlighting stock value + growth, purchasing activity, metrics, and recent news for informed investment decisions.
LEARNINGS
this experience was my first time designing for a client, and i learned a lot!
🫂
Aligning client needs with our teams' ideas
I occasionally hopped on client calls to align on direction. Because our contact was not in the design space, I had to communicate effectively and balance the client's business strategy with the vision of our design team!
💰
Stepping into the finance space
Being my first time engaging with finance in a design context, much of it was new to both me and the team. We relied on our own research, as well as each other, to collectively navigate this space and create a well-informed product.
🩵
Leading a team with care and structure
As associate PM, I led design sprints through research and wireframing, facilitating inclusive design crits and sharing resources. I learned that it's important to lead with empathy and structure, to create a supportive team culture.
Thank you to Opportuna and our point of contact, Alban, for his feedback, receptiveness, and support throughout the semester!