CapitalBridge

Driving Smarter Private Equity Decisions Through AI-Powered Insights

Where private equity meets strategy, design, and data intelligence.

CapitalBridge is a private equity platform that empowers investment professionals to track, evaluate, and scale portfolios using real-time analytics and predictive AI. Their challenge? Build a tool sophisticated enough for institutional decision-makers, yet simple enough to drive daily use. That’s where Scalability stepped in.

What we did

Private Equity UX Strategy

Portfolio Dashboard Design & Engineering

Real-Time Data Visualization

AI-Insights & Deal Tracking Architecture

Webflow Marketing Website Build

The Challenge

Private equity teams often rely on outdated tools and manual spreadsheets to monitor active deals, growth rates, and valuations.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.

Our Approach

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

The Result

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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