Opportuna Venture Capital
Helping investors understand and optimize their portfolios
A scaling VC firm with an opportunity
Opportuna is 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.
As the firm scales, General Partners (GPs) managing the fund and Limited Partners (LPs) tracking their investments rely on fragmented tools for fund management and communication. This creates inefficiencies and limits LPs visibility into where their capital is going and how the portfolio is performing. This lack of a unified platform revealed a clear opportunity...
…how might we help investors understand where their funding is going and the results that Opportuna has produced?
After leading ux research and early vision sprints for the 0-1 product, I honed in on designing the onboarding experience + portfolio fund-monitoring tool, collaborating with the client and other designers throughout the process.
Understanding the space to create a novel product
To familiarize myself with the market, I looked at 4 other competitors in the investor portal & project management space and noted a few things.
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
Talking to professionals and pre-professionals
in the finance industry to see what they value
I went out and interviewed 12 people, ranging from professionals working in VC and consulting, to finance students and startup founders, which led to 3 key pain points when consuming financial data.
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Irrelevant graphs, outdated visuals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’d want to know how to take next steps with my data - a tool that predicts future prospects could save lots of time.”
This led us to 6 core feature areas
Through ideation and a priority matrix, we mapped 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
Dashboard
Portfolio Tracking
Capital Reports
Chat
Settings
Making sure every necessary detail 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. I then began iterating.
When iterating, I wanted the dashboard to feel more welcoming + functional.
✍️ First Iteration
First portfolio concept with 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.
I designed an AI-driven insights tool to help investors save time and optimize performance
Drawing from user feedback, I explored where AI could add meaningful support throughout the investment experience. 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.
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 + reflections
This project 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 they was not in the design space, I had to communicate effectively and balance the client's business strategy with the vision of the design team.
Stepping into fintech
Being my first time engaging with finance, 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 an associate project manager, I facilitated inclusive design crits and shared resources. I learned that it's important to lead with empathy and structure, to create a supportive team culture.