Equity Capital Markets Intelligence

Product Type:

Web App

Roles:

Product Designer

Design Engineer

Tools Used:

Retool

Figma

Time period:

04/2025 - Ongoing

Overview

A platform for Equity Capital Markets professionals that consolidated separate applications into one cohesive experience. I led both the UX/UI design and front-end implementation using Retool, bridging design and engineering to deliver a unified ECM platform that improved usability and efficiency across workflows.

Role

Product DesignerDesign Engineer (Retool)

Team

3x Backend Engineers

Users

36 active repeat users in the month of October 2025

Project Impact

81% increase in product usage after launch Q2 → Q3

Outcome & Impact

  • Increased overall usage by 81% (tracked via FullStory and internal analytics).
  • Improved workflow efficiency for ECM users by reducing context switching.
  • Boosted product trials and sales.
  • Established a scalable foundation for future ECM product enhancements.

Quarterly Repeated Usage Metrics as of October 2025

1

Low prior combined usage score of standalone products.

2

Beta rolled out to users June 2025 with usage for that quarter showing and increase of 81%.

3

Metrics for current quarter still being calculated but likely to meet / surpass previous quarter.

Project Start

Challenge

ECM professionals were relying on multiple standalone tools that didn’t communicate with each other. Switching between them disrupted workflows and made it hard to see the bigger picture. The challenge was to unify these tools into a seamless, data-driven experience that could scale and deliver value across teams.

Goals

  • Combine applications into one platform.
  • Create a home dashboard providing an at-a-glance market overview.
  • Simplify navigation and reduce workflow friction.
  • Increase usage across products.

Constraints

  • Retool’s rigid structure needed to be worked around.
  • Complex data structures and multiple data sources.
  • Need to preserve functionality from existing tools while improving usability.

Research & Discovery

  • Collaboration with analysts, client team and their analytics tools, and internal stakeholders helped me understand user goals and pain points.
  • These findings shaped product vision, a single hub where users can access ECM insights, tools, and data without losing context.

Stakeholders

Conducted research sessions

  • Gained clarity on business goals such as improving adoption rates, reducing support overhead, and simplifying the sales narrative around the product suite.

Planned high-level framework

  • Collaborated to align user needs with commercial objectives along with possible pathways that could increase usage and repeated engagement.

Corporate Actions / ECM Analysts

Conducted research sessions

  • Learned how fragmented tools were slowing down daily workflows and making it difficult to maintain context across products.

Conducted user tests

  • Observed that users relied heavily on multiple browser tabs and external sheets to cross-reference data; highlighted the need for a single integrated workspace.

Client Team / Analytics Tools

Client query and request analysis

  • Identified recurring frustrations around inconsistent navigation and missing data links.
  • Insights from this analysis shaped early design priorities, focusing on efficiency and information accessibility.

Information Architecture

  • The information architecture of the existing apps needed to be updated in order for them to work in a new IA.
  • Findings from the R&D phase made it clear that new features needed to be added to help mesh the products into a coherent space.

App states before any updates:

Index Flows Calculator

Fairly simple standalone app that is continually being improved and upgraded with complex features.

IPO Tracker

Lock-Up Tracker

Standalone app split into two sections that use overlapping data sources. The Lock-Up Tracker is continually being updated.

Calendar

Simple Calendar app that is free to use for all clients.

Additional pages and updates required:

Homepage Dashboard

To show a high-level data overview for:

  • Upcoming IPOs
  • Lock-Up Expiries
  • Index Flows
  • Calendar dates
  • Section for company produced Insights to be accessible.

Newsfeed

A place for worldwide news on ECM related deals to be displayed.

 

The tool would also be a way to increase engagement and draw users back to the platform.

Calendar

Modify default content to show data most relevant to our ECM user base.

Last Minute Request

  • An additional page needed to be integrated into the Index Flows Calculator to show company forecasts of interest to users - ‘Forecasts for Announced Deals’.
  • This meant increasing the scope of the Index Flows Calculator section of the platform to incorporate this additional page.

With all things considered, including Retool constraints on app performance, I put together the following IA:

New Features

Existing Apps

Insights Dashboard

Insights Reader View

Newsfeed

Index Flows

Forecasts for Announced Deals

Index Flows Calculator

IPO Tracker

Lock-Up Tracker

Calendar

Design & Iteration

  • Using Figma designs were made using our design system so prototypes could be built quickly.
  • Flows tested with a focus on clarity, modularity, quick scanning and reducing clicks to key actions.
  • Designs iterations were based on feedback from stakeholders, analysts, and client teams to refine navigation and presentation.

Design Engineering Requirement

The product had to be built in Retool. Designs needed to adhere to its limitations and my developing knowledge of Retool workarounds.

Usability Testing & Feedback Loops - Short feedback cycles

Prototype

Using design system

Test

Observed task flows

Tweak

Based on friction points

Initial Iterations

Insights

Newsfeed

Index Flows

IPO Tracker

Lock-Up Tracker

Calendar

M

Insights

Date

Title

2025-05-06

SailPoint IPO: Lock-Ups, Future Offerings, and Index Implications

SailPoint has fallen c. 30% since its February IPO despite strong analyst coverage and cybersecurity sector tailwinds. Our analysis examines the IPO structure, post-listing trading patterns price behaviour and key upcoming catalysts.

2025-04-06

ServiceTitan IPO - Lock-Up Expiry Exit Risk

ServiceTitan (TTAN US) is trading near all-time highs following an in demand IPO, defying a broader market and sector downturn. Despite this performance, the upcoming lock-up expiry creates a window for early VC investors to begin monetising their stakes. This insight outlines...

2025-04-06

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2025-04-06

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2025-04-06

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2025-04-06

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2025-04-06

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2025-04-06

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2025-04-06

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Upcoming IPOs

Company

02865

DKHH

02589

01333

SMARUNAYA

351A

355A

355A

355A

355A

347A

IPO Date

2025-05-08

2025-05-08

2025-05-08

2025-05-07

2025-05-07

2025-04-18

2025-04-18

2025-04-18

2025-04-18

2025-04-18

2025-04-18

Exchange

SEHK

JSE

SEHK

SEHK

SEHK

NSE

TSE

TSE

TSE

TSE

TSE

Size USD (m)

$181.09

$4.23

$35.16

$20.19

$4.03

Upcoming Lock-Up Expiries

Company

AMTM UN

BEAM UQ

ELI BB

FG UN

HUMA UW

MLYS UQ

PRMB UN

PRMB UN

PRMB UN

HSPTU

Entity Type

Directors

Equity Security Holders

Executive Officers

Option Holders

Executive Officers

Initial Stockholders

Underwriters

Underwriters

Underwriters

Underwriters

Expiry Date

2025-03-21

2025-03-21

2025-03-26

2025-03-21

2025-03-26

2025-03-21

2025-03-21

2025-03-21

2025-03-21

2025-03-21

No. of Shares (m)

2.10

0.63

0.51

0.27

1.82

0.33

0.98

0.98

0.98

0.12

Calendar

ECM Deal Table

ECM Index Flows

Ticker

Trade Date

Demand USD

Demand ADV

AMTM UN

2025-03-28

$59.56m

1.28

BEAM UQ

2025-03-28

$14.49m

0.34

ELI BB

2025-03-28

$13.67m

0.60

FG UN

2025-03-28

$5.29m

0.70

HUMA UW

2025-03-28

$0.54m

0.09

MLYS UQ

2025-03-28

$7.54m

0.46

PRMB UN

2025-03-28

$52.71m

0.45

LTMC

2025-05-13

$14.74m

1.33

LTMC

2025-05-13

$14.74m

1.33

LTMC

2025-05-13

$14.74m

1.33

Insights

Newsfeed

Index Flows

IPO Tracker

Lock-Up Tracker

Calendar

M

Upcoming IPOs

Company

02865

DKHH

02589

01333

SMARUNAYA

351A

355A

355A

355A

355A

347A

IPO Date

2025-05-08

2025-05-08

2025-05-08

2025-05-07

2025-05-07

2025-04-18

2025-04-18

2025-04-18

2025-04-18

2025-04-18

2025-04-18

Exchange

SEHK

JSE

SEHK

SEHK

SEHK

NSE

TSE

TSE

TSE

TSE

TSE

Size USD (m)

$181.09

$4.23

$35.16

$20.19

$4.03

Newsfeed

ECM Deal Table

Insights

Date

Title

2025-05-06

SailPoint IPO: Lock-Ups, Future Offerings, and Index Implications

SailPoint has fallen c. 30% since its February IPO despite strong analyst coverage and cybersecurity sector tailwinds. Our analysis examines the IPO structure, post-listing trading patterns price behaviour and key upcoming catalysts.

2025-04-06

ServiceTitan IPO - Lock-Up Expiry Exit Risk

ServiceTitan (TTAN US) is trading near all-time highs following an in demand IPO, defying a broader market and sector downturn. Despite this performance, the upcoming lock-up expiry creates a window for early VC investors to begin monetising their stakes. This insight outlines who the immediate supply-side risks are, future exit catalysts, and potential trade ideas...

2025-04-06

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2025-04-06

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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate.

2025-04-06

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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

2025-04-06

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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in

2025-04-06

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Upcoming Lock-Up Expiries

Company

AMTM UN

BEAM UQ

ELI BB

FG UN

HUMA UW

MLYS UQ

PRMB UN

PRMB UN

PRMB UN

HSPTU

Entity Type

Directors

Equity Security Holders

Executive Officers

Option Holders

Executive Officers

Initial Stockholders

Underwriters

Underwriters

Underwriters

Underwriters

Expiry Date

2025-03-21

2025-03-21

2025-03-26

2025-03-21

2025-03-26

2025-03-21

2025-03-21

2025-03-21

2025-03-21

2025-03-21

No. of Shares (m)

2.10

0.63

0.51

0.27

1.82

0.33

0.98

0.98

0.98

0.12

ECM Index Flows

Ticker

Trade Date

Demand USD

Demand ADV

AMTM UN

2025-03-28

$59.56m

1.28

BEAM UQ

2025-03-28

$14.49m

0.34

ELI BB

2025-03-28

$13.67m

0.60

FG UN

2025-03-28

$5.29m

0.70

HUMA UW

2025-03-28

$0.54m

0.09

MLYS UQ

2025-03-28

$7.54m

0.46

PRMB UN

2025-03-28

$52.71m

0.45

LTMC

2025-05-13

$14.74m

1.33

LTMC

2025-05-13

$14.74m

1.33

LTMC

2025-05-13

$14.74m

1.33

Insights

Newsfeed

Index Flows

IPO Tracker

Lock-Up Tracker

Calendar

M

Ticker / Issuer:

Select

Event Type:

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Offer Stage:

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Published Date:

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Title

Ticker

Source

Issuer Name

Event Type

Offer Stage

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Region

Estimated Offer Siz...

2025-10-27 17:14

2025-10-27

Lenskart Solutions, backed by SoftBank, plans to raise ₹8,929 million in India IPO as the book-building process begins with a price band of ₹6,382-402 per share.

-

wsj.com

Lenskart Solutions Ltd

IPO

BOOKBUILD

India

ASIA PACIFIC

$2.0M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions Limited files for India's IPO to raise up to ₹7,278 crore at ₹362-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

BOOKBUILD

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

Seres Group Co Ltd plans to raise up to HK$13.13 billion (US$1.7 billion) in a Hong Kong listing by selling 100.2 million H-shares at up to HK$131.

601127 CH

wsj.com

Seres Group Co Ltd

IPO

BOOKBUILD

Hong Kong

ASIA PACIFIC

1.7B

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

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SAIIFE IS

MSCI EM

Sa-Link Revenues - Equity Offering

IN(SRAI.) I+

2025-10-24

2025-10-20

2025-10-24

99.0%

0.81m

$3.03m

0.14

$3.68m

100 CT

MSCI EM

Lensar Minas - Equity Offering

CA(SLMI.) +

2025-10-24

2025-10-22

2025-10-24

99.0%

0.81m

$3.03m

0.14

$3.68m

002920 C2

MSCI EM

Huzhou Dexiy SV Auto - Equity Offering

CN(STD) sh+

2025-10-24

2025-10-22

2025-10-24

99.0%

0.13m

$3.43m

0.02

$3.40m

VRDN UR

MSCI DM

Viridian Therapeutics - Equity Offering

US(SLMI.) sh+

2025-10-24

2025-10-22

2025-10-24

99.0%

0.08m

$1.84m

0.08

$1.89m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

Forecasts at Index Review

Ticker

Series

Event Name

Action

Prediction Date

Index Announc...

Index Trade D...

Conviction

Demand Shar...

Demand USD

Demand ADV

Adj. Demand ...

SAIIFE IS

MSCI EM

Sa-Link Revenues - Equity Offering

IN(SRAI.) I+

2025-10-24

2025-10-20

2025-10-24

99.0%

0.81m

$3.03m

0.14

$3.68m

100 CT

MSCI EM

Lensar Minas - Equity Offering

CA(SLMI.) +

2025-10-24

2025-10-22

2025-10-24

99.0%

0.81m

$3.03m

0.14

$3.68m

002920 C2

MSCI EM

Huzhou Dexiy SV Auto - Equity Offering

CN(STD) sh+

2025-10-24

2025-10-22

2025-10-24

99.0%

0.13m

$3.43m

0.02

$3.40m

VRDN UR

MSCI DM

Viridian Therapeutics - Equity Offering

US(SLMI.) sh+

2025-10-24

2025-10-22

2025-10-24

99.0%

0.08m

$1.84m

0.08

$1.89m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

ECM Intelligence Dashboard Concept

  • Reusable components for scalability, user customisation and Retool constraints.
  • Compressed visual hierarchy.
  • Consistent data presentation to adhere to brand theme.
  • Observed users switching tabs to cross-reference data; iterations focused on integrated context views.

Implementation & Launch

  • Built the production front end in Retool, implementing components with HTML, CSS, and JavaScript while utilising AI-assisted code to accelerate development. Delivered production-ready UI and handled QA for front-end flows.
  • Translated Figma components into Retool with performance-minded workarounds for platform constraints.
  • Delivered production-ready UI and handled QA for front-end flows.
  • Beta product was launched to users. Those using standalone versions of products were migrated to the new platform.

ECM Intelligence Dashboard in Production

Key Learnings

  • How to manage multiple interconnected products under one unified design system.
  • The value of early technical collaboration when working within platform constraints (like Retool).
  • How to integrate AI tools effectively to improve speed and code quality.
  • The importance of designing for scalability and flexibility when products evolve continuously.
  • How to translate user feedback into measurable design improvements post-launch.
  • If I were to do it again, I’d invest more time early on collaborating with Retool’s support team to better understand technical limitations — which would have accelerated delivery and reduced friction during implementation.

Equity Capital Markets Intelligence

Product Type:

Web App

Roles:

Product Designer

Design Engineer

Tools Used:

Retool

Figma

Time period:

04/2025 - Ongoing

Overview

A platform for Equity Capital Markets professionals that consolidated separate applications into one cohesive experience. I led both the UX/UI design and front-end implementation using Retool, bridging design and engineering to deliver a unified ECM platform that improved usability and efficiency across workflows.

Role

Product DesignerDesign Engineer (Retool)

Team

3x Backend Engineers

Users

36 active repeat users in the month of October 2025

Project Impact

81% increase in product usage after launch Q2 → Q3

Outcome & Impact

  • Increased overall usage by 81% (tracked via FullStory and internal analytics).
  • Improved workflow efficiency for ECM users by reducing context switching.
  • Boosted product trials and sales.
  • Established a scalable foundation for future ECM product enhancements.

Quarterly Repeated Usage Metrics as of October 2025

1

Low prior combined usage score of standalone products.

2

Beta rolled out to users June 2025 with usage for that quarter showing and increase of 81%.

3

Metrics for current quarter still being calculated but likely to meet / surpass previous quarter.

Project Start

Challenge

ECM professionals were relying on multiple standalone tools that didn’t communicate with each other. Switching between them disrupted workflows and made it hard to see the bigger picture. The challenge was to unify these tools into a seamless, data-driven experience that could scale and deliver value across teams.

Goals

  • Combine applications into one platform.
  • Create a home dashboard providing an at-a-glance market overview.
  • Simplify navigation and reduce workflow friction.
  • Increase usage across products.

Constraints

  • Retool’s rigid structure needed to be worked around.
  • Complex data structures and multiple data sources.
  • Need to preserve functionality from existing tools while improving usability.

Research & Discovery

  • Collaboration with analysts, client team and their analytics tools, and internal stakeholders helped me understand user goals and pain points.
  • These findings shaped product vision, a single hub where users can access ECM insights, tools, and data without losing context.

Stakeholders

Conducted research sessions

  • Gained clarity on business goals such as improving adoption rates, reducing support overhead, and simplifying the sales narrative around the product suite.

Planned high-level framework

  • Collaborated to align user needs with commercial objectives along with possible pathways that could increase usage and repeated engagement.

Corporate Actions / ECM Analysts

Conducted research sessions

  • Learned how fragmented tools were slowing down daily workflows and making it difficult to maintain context across products.

Conducted user tests

  • Observed that users relied heavily on multiple browser tabs and external sheets to cross-reference data; highlighted the need for a single integrated workspace.

Client Team / Analytics Tools

Client query and request analysis

  • Identified recurring frustrations around inconsistent navigation and missing data links.
  • Insights from this analysis shaped early design priorities, focusing on efficiency and information accessibility.

Information Architecture

  • The information architecture of the existing apps needed to be updated in order for them to work in a new IA.
  • Findings from the R&D phase made it clear that new features needed to be added to help mesh the products into a coherent space.

App states before any updates:

Index Flows Calculator

Fairly simple standalone app that is continually being improved and upgraded with complex features.

IPO Tracker

Lock-Up Tracker

Standalone app split into two sections that use overlapping data sources. The Lock-Up Tracker is continually being updated.

Calendar

Simple Calendar app that is free to use for all clients.

Additional pages and updates required:

Homepage Dashboard

To show a high-level data overview for:

  • Upcoming IPOs
  • Lock-Up Expiries
  • Index Flows
  • Calendar dates
  • Section for company produced Insights to be accessible.

Newsfeed

A place for worldwide news on ECM related deals to be displayed.

 

The tool would also be a way to increase engagement and draw users back to the platform.

Calendar

Modify default content to show data most relevant to our ECM user base.

Last Minute Request

  • An additional page needed to be integrated into the Index Flows Calculator to show company forecasts of interest to users - ‘Forecasts for Announced Deals’.
  • This meant increasing the scope of the Index Flows Calculator section of the platform to incorporate this additional page.

With all things considered, including Retool constraints on app performance, I put together the following IA:

New Features

Existing Apps

Insights Dashboard

Insights Reader View

Newsfeed

Index Flows

Forecasts for Announced Deals

Index Flows Calculator

IPO Tracker

Lock-Up Tracker

Calendar

Design & Iteration

  • Using Figma designs were made using our design system so prototypes could be built quickly.
  • Flows tested with a focus on clarity, modularity, quick scanning and reducing clicks to key actions.
  • Designs iterations were based on feedback from stakeholders, analysts, and client teams to refine navigation and presentation.

Design Engineering Requirement

The product had to be built in Retool. Designs needed to adhere to its limitations and my developing knowledge of Retool workarounds.

Usability Testing & Feedback Loops - Short feedback cycles

Prototype

Using design system

Test

Observed task flows

Tweak

Based on friction points

Initial Iterations

Insights

Newsfeed

Index Flows

IPO Tracker

Lock-Up Tracker

Calendar

M

Insights

Date

Title

2025-05-06

SailPoint IPO: Lock-Ups, Future Offerings, and Index Implications

SailPoint has fallen c. 30% since its February IPO despite strong analyst coverage and cybersecurity sector tailwinds. Our analysis examines the IPO structure, post-listing trading patterns price behaviour and key upcoming catalysts.

2025-04-06

ServiceTitan IPO - Lock-Up Expiry Exit Risk

ServiceTitan (TTAN US) is trading near all-time highs following an in demand IPO, defying a broader market and sector downturn. Despite this performance, the upcoming lock-up expiry creates a window for early VC investors to begin monetising their stakes. This insight outlines...

2025-04-06

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2025-04-06

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2025-04-06

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2025-04-06

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2025-04-06

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2025-04-06

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2025-04-06

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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate.

Upcoming IPOs

Company

02865

DKHH

02589

01333

SMARUNAYA

351A

355A

355A

355A

355A

347A

IPO Date

2025-05-08

2025-05-08

2025-05-08

2025-05-07

2025-05-07

2025-04-18

2025-04-18

2025-04-18

2025-04-18

2025-04-18

2025-04-18

Exchange

SEHK

JSE

SEHK

SEHK

SEHK

NSE

TSE

TSE

TSE

TSE

TSE

Size USD (m)

$181.09

$4.23

$35.16

$20.19

$4.03

Upcoming Lock-Up Expiries

Company

AMTM UN

BEAM UQ

ELI BB

FG UN

HUMA UW

MLYS UQ

PRMB UN

PRMB UN

PRMB UN

HSPTU

Entity Type

Directors

Equity Security Holders

Executive Officers

Option Holders

Executive Officers

Initial Stockholders

Underwriters

Underwriters

Underwriters

Underwriters

Expiry Date

2025-03-21

2025-03-21

2025-03-26

2025-03-21

2025-03-26

2025-03-21

2025-03-21

2025-03-21

2025-03-21

2025-03-21

No. of Shares (m)

2.10

0.63

0.51

0.27

1.82

0.33

0.98

0.98

0.98

0.12

Calendar

ECM Deal Table

ECM Index Flows

Ticker

Trade Date

Demand USD

Demand ADV

AMTM UN

2025-03-28

$59.56m

1.28

BEAM UQ

2025-03-28

$14.49m

0.34

ELI BB

2025-03-28

$13.67m

0.60

FG UN

2025-03-28

$5.29m

0.70

HUMA UW

2025-03-28

$0.54m

0.09

MLYS UQ

2025-03-28

$7.54m

0.46

PRMB UN

2025-03-28

$52.71m

0.45

LTMC

2025-05-13

$14.74m

1.33

LTMC

2025-05-13

$14.74m

1.33

LTMC

2025-05-13

$14.74m

1.33

Insights

Newsfeed

Index Flows

IPO Tracker

Lock-Up Tracker

Calendar

M

Upcoming IPOs

Company

02865

DKHH

02589

01333

SMARUNAYA

351A

355A

355A

355A

355A

347A

IPO Date

2025-05-08

2025-05-08

2025-05-08

2025-05-07

2025-05-07

2025-04-18

2025-04-18

2025-04-18

2025-04-18

2025-04-18

2025-04-18

Exchange

SEHK

JSE

SEHK

SEHK

SEHK

NSE

TSE

TSE

TSE

TSE

TSE

Size USD (m)

$181.09

$4.23

$35.16

$20.19

$4.03

Newsfeed

ECM Deal Table

Insights

Date

Title

2025-05-06

SailPoint IPO: Lock-Ups, Future Offerings, and Index Implications

SailPoint has fallen c. 30% since its February IPO despite strong analyst coverage and cybersecurity sector tailwinds. Our analysis examines the IPO structure, post-listing trading patterns price behaviour and key upcoming catalysts.

2025-04-06

ServiceTitan IPO - Lock-Up Expiry Exit Risk

ServiceTitan (TTAN US) is trading near all-time highs following an in demand IPO, defying a broader market and sector downturn. Despite this performance, the upcoming lock-up expiry creates a window for early VC investors to begin monetising their stakes. This insight outlines who the immediate supply-side risks are, future exit catalysts, and potential trade ideas...

2025-04-06

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint

2025-04-06

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate.

2025-04-06

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

2025-04-06

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in

2025-04-06

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Upcoming Lock-Up Expiries

Company

AMTM UN

BEAM UQ

ELI BB

FG UN

HUMA UW

MLYS UQ

PRMB UN

PRMB UN

PRMB UN

HSPTU

Entity Type

Directors

Equity Security Holders

Executive Officers

Option Holders

Executive Officers

Initial Stockholders

Underwriters

Underwriters

Underwriters

Underwriters

Expiry Date

2025-03-21

2025-03-21

2025-03-26

2025-03-21

2025-03-26

2025-03-21

2025-03-21

2025-03-21

2025-03-21

2025-03-21

No. of Shares (m)

2.10

0.63

0.51

0.27

1.82

0.33

0.98

0.98

0.98

0.12

ECM Index Flows

Ticker

Trade Date

Demand USD

Demand ADV

AMTM UN

2025-03-28

$59.56m

1.28

BEAM UQ

2025-03-28

$14.49m

0.34

ELI BB

2025-03-28

$13.67m

0.60

FG UN

2025-03-28

$5.29m

0.70

HUMA UW

2025-03-28

$0.54m

0.09

MLYS UQ

2025-03-28

$7.54m

0.46

PRMB UN

2025-03-28

$52.71m

0.45

LTMC

2025-05-13

$14.74m

1.33

LTMC

2025-05-13

$14.74m

1.33

LTMC

2025-05-13

$14.74m

1.33

Insights

Newsfeed

Index Flows

IPO Tracker

Lock-Up Tracker

Calendar

M

Ticker / Issuer:

Select

Event Type:

Select

Offer Stage:

Select

Region

Select

Published Date:

From (Date)

-

To (Date)

Processed

Estimated Publish Date

Title

Ticker

Source

Issuer Name

Event Type

Offer Stage

Country

Region

Estimated Offer Siz...

2025-10-27 17:14

2025-10-27

Lenskart Solutions, backed by SoftBank, plans to raise ₹8,929 million in India IPO as the book-building process begins with a price band of ₹6,382-402 per share.

-

wsj.com

Lenskart Solutions Ltd

IPO

BOOKBUILD

India

ASIA PACIFIC

$2.0M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions Limited files for India's IPO to raise up to ₹7,278 crore at ₹362-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

BOOKBUILD

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

Seres Group Co Ltd plans to raise up to HK$13.13 billion (US$1.7 billion) in a Hong Kong listing by selling 100.2 million H-shares at up to HK$131.

601127 CH

wsj.com

Seres Group Co Ltd

IPO

BOOKBUILD

Hong Kong

ASIA PACIFIC

1.7B

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

601127 CH

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

2025-10-27 17:14

2025-10-27

SoftBank-backed Lenskart Solutions to raise up to USD $28 million in India IPOs price band set at ₹382-₹402 per share.

-

wsj.com

Lenskart Solutions Limited

IPO

ANNOUNCED

India

ASIA PACIFIC

$24.81M

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0.08m

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0.08

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Nurix Therapeutics - Equity Offering

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2025-10-22

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99.0%

0.07m

$0.80m

0.06

$0.79m

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Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

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0.06

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MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

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0.06

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IN(SRAI.) I+

2025-10-24

2025-10-20

2025-10-24

99.0%

0.81m

$3.03m

0.14

$3.68m

100 CT

MSCI EM

Lensar Minas - Equity Offering

CA(SLMI.) +

2025-10-24

2025-10-22

2025-10-24

99.0%

0.81m

$3.03m

0.14

$3.68m

002920 C2

MSCI EM

Huzhou Dexiy SV Auto - Equity Offering

CN(STD) sh+

2025-10-24

2025-10-22

2025-10-24

99.0%

0.13m

$3.43m

0.02

$3.40m

VRDN UR

MSCI DM

Viridian Therapeutics - Equity Offering

US(SLMI.) sh+

2025-10-24

2025-10-22

2025-10-24

99.0%

0.08m

$1.84m

0.08

$1.89m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

NRIX UQ

MSCI DM

Nurix Therapeutics - Equity Offering

US(SLMI.) sh+ f

2025-10-24

2025-10-22

2025-10-24

99.0%

0.07m

$0.80m

0.06

$0.79m

ECM Intelligence Dashboard Concept

  • Reusable components for scalability, user customisation and Retool constraints.
  • Compressed visual hierarchy.
  • Consistent data presentation to adhere to brand theme.
  • Observed users switching tabs to cross-reference data; iterations focused on integrated context views.

Implementation & Launch

  • Built the production front end in Retool, implementing components with HTML, CSS, and JavaScript while utilising AI-assisted code to accelerate development. Delivered production-ready UI and handled QA for front-end flows.
  • Translated Figma components into Retool with performance-minded workarounds for platform constraints.
  • Delivered production-ready UI and handled QA for front-end flows.
  • Beta product was launched to users. Those using standalone versions of products were migrated to the new platform.

ECM Intelligence Dashboard in Production

Key Learnings

  • How to manage multiple interconnected products under one unified design system.
  • The value of early technical collaboration when working within platform constraints (like Retool).
  • How to integrate AI tools effectively to improve speed and code quality.
  • The importance of designing for scalability and flexibility when products evolve continuously.
  • How to translate user feedback into measurable design improvements post-launch.
  • If I were to do it again, I’d invest more time early on collaborating with Retool’s support team to better understand technical limitations — which would have accelerated delivery and reduced friction during implementation.