Liquidity Edge is a London-based advisory firm. They help corporate treasurers choose the right liquidity funds, a joint venture with ArlingClose.

Every negotiation ran manually. Treasurers' data, fund comparisons, outreach to fund managers, all of it by email and spreadsheet, one deal at a time.

That doesn't scale. Liquidity Edge needed to automate the entire process, for three different users with three different needs: treasurers, fund managers, and their own internal team.

The hardest part wasn't the UI. It was the trust problem, fund managers had to compete for the same deal without knowing who else was bidding, while treasurers still needed to trust every quote they received.

We started with the logic.

→ User flow first: mapping what each of the three roles actually needs to do, and what they should never see. → Wireframes, to stress-test that logic before any styling. → Iterating on functionality. This took the longest, and it should have. Every screen had to answer: what does this person need to see, and what should stay hidden? → Visual design, once the structure actually held. → Developer handoff, documented and ready to build.

A platform where treasurers upload their fund holdings, compare them against the market, and request quotes in a few clicks. Fund managers respond anonymously, inside the product, never by email. Admins run the entire operation from one dashboard.