Skip to content


Fundbase is the Best Source of Alternative Returns. Globally. For investors it’s about discovery, monitoring and collaboration. For managers is about listing, sharing and accelerating funds to market.


There is a great need to present a specific user experience solution for a specific targeted audience of 40-65 year old individuals. Asset management involves a great deal of data, financial reports and deep levels of filtering data through research and the use of new AI technologies. Some challenges were:

• Create both views (Card and List) for multi-use transitions.
• User Interface that is color oriented but not deviating its product purpose.
• Half of Billion in assets need to be easily sorted by custom filters.
• Difficult application to engage and interact.
• Managers found hard to sign, manage and collaborate with documents.
• Investors found difficult to build portfolios and benchmark.
• Investors needed more data options.
• Overall branding disconnect


Brought in as the head of product design to start the process of shifting the experience from a data heavy experience to a gamification methodology. Initiated with a change in brand styleguide and moved quickly into the user experience modules. Some of what was done:

• New Brand Styleguide
• Gamification Methodology
• Card View / Custom List View
• New Data Filtering System
• New Benchmarking Process
• Lighter Data Management for Investors and Managers
• On-boarding process for investors
• Document Management
• New Activities Panel
• Mobile Experience


Hedge Fund Investors, Chief of Technology, Software Engineers, and Backend Developers