Developing An Efficient VC Portfolio Management Platform.

Client
Point B
Industry
Financial Services
Visit

Icalia Labs worked on the development of a portfolio management platform for Management Consulting LLC, that solved one of their biggest pain points, keeping their portfolio up to date.

The new management platform provides a robust digital solution for UVCs and CVCs to efficiently manage their investment portfolios, by centralizing data, keeping it up-to-date, and managing recurring interactions in an easy to use software.

The Challenge

How to help UVCs and CVCs manage their investment portfolios just like the best Venture Capital firms out there?

Services
Custom Software Product Development
Product Design Workshop
.
The Situation

Management Consulting LLC had previously invested in consulting services for other VCs to better manage their portfolios. Working with UVCs, they discovered that a huge pain point for these institutions was keeping their portfolio data updated, which potentially leads to poor and/or slow decision-making.

Existing solutions lacked a product-market-fit when it came to these single-source-of-capital institutions, so Icalia Labs had to come up with a tailor-made development for this project.

Our Approach

Management Consulting LLC required designing an effective portfolio management software in record time. With a super-seamless data capture and maintainability developed first, we were able to expand the data exploration and exploitation.

The platform is currently onboarding it’s first institutional clients. By analyzing every user interaction we’re getting a measure of its success, as well as learning how to enhance future versions.

Perfecting a guided “Wizard”

In search of simplifying the portfolio management for non-financially-savvy people, we generated a user-friendly wizard with a robust profile for their portfolio companies. This digital platform helps users save their data, with guidance, and then come back whenever they want to fill in the gaps, all through a very intuitive UI.

Dashboards

With more data being captured for the portfolio, more insights are created for decision-makers. Analysts, managers, and even the portfolio companies’ leaders themselves, update data in the system. The corresponding dashboards will reflect the most up-to-date version of all indicators and stats almost instantly.

Used Technologies
No items found.
Our Approach

Management Consulting LLC required designing an effective portfolio management software in record time. With a super-seamless data capture and maintainability developed first, we were able to expand the data exploration and exploitation.

The platform is currently onboarding it’s first institutional clients. By analyzing every user interaction we’re getting a measure of its success, as well as learning how to enhance future versions.

Perfecting a guided “Wizard”

In search of simplifying the portfolio management for non-financially-savvy people, we generated a user-friendly wizard with a robust profile for their portfolio companies. This digital platform helps users save their data, with guidance, and then come back whenever they want to fill in the gaps, all through a very intuitive UI.

Dashboards

With more data being captured for the portfolio, more insights are created for decision-makers. Analysts, managers, and even the portfolio companies’ leaders themselves, update data in the system. The corresponding dashboards will reflect the most up-to-date version of all indicators and stats almost instantly.

Used Technologies
No items found.
The Results

Icalia Labs helped Management Consulting LLC achieve two main goals:

✔️ Develop a competing platform for portfolio management purposes in record time.

✔️ Discover and successfully implement the fundamental jobs-to-be-done that the platform needed to have, so that they could become the best possible alternative for this niche of the VC market.

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E-mail us at weare@icalialabs.com