Private equity teams often rely on outdated tools and manual spreadsheets to monitor active deals, growth rates, and valuations. CapitalBridge aimed to solve this with a modern, real-time platform one that delivered clarity, speed, and data-driven confidence. But their existing prototype lacked structure and visual intelligence. They needed a trusted partner to craft the experience from end to end.

We started with workshops to understand how analysts and partners work across deals. From that, we designed a responsive dashboard that could visualize everything from internal rate of return to individual watchlist tickers - all in one unified view. Key solutions delivered:

Real-time portfolio dashboards tracking IRR, deal flow, and total value over time

Smart filters and watchlists that let analysts monitor holdings, trends, and red flags

AI-powered investment insights surfaced automatically for every deal

A conversion-optimized Webflow site for LPs, firms, and institutional investors

CapitalBridge now provides the kind of investment intelligence that gives firms a competitive edge:

Always-On Portfolio Intelligence: Investors can now view live portfolio performance, IRR, and active deals — enabling faster pivots and more confident decisions.

Reduced Manual Tracking: The platform eliminates spreadsheet chaos by consolidating watchlists, forecasts, and trend reports into one sleek interface.

LP-Ready Web Presence: The newly launched site boosted investor interest and firm visibility while reinforcing CapitalBridge’s authority in data-driven fund management.

User Growth: Since launching the new platform, CapitalBridge saw a 40% increase in analyst engagement and a 25% boost in time-on-platform metrics.



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