Product Design for AI-native Portfolio Management Platform
Namu Park
Client is an AI-native portfolio management platform revolutionizing financing industry.
Traditionally operated through a labor-intensive web of spreadsheets and manual processes, asset-backed financing has been ripe for disruption. Client is replacing this operational bottleneck with a modern, scalable system that automates document verification, credit agreement management, and loan servicing—dramatically improving efficiency, transparency, and decision-making for institutional lenders and originators alike.
A dashboard of a credit analyst with an overview of current deals and contracts.
Dashboard / Home
The focus of this page was to provide birds-eye-view of all of the deals that an analyst is managing at the moment. One of the most important aspect of this product was contract management and enhanced collaboration feature.
Contract viewer with AI functionality for better comment tracking and terms generation
Like this project
Posted Jun 5, 2025
Designed hero screens for an AI-native portfolio management platform for improved collaboration, deal updates, and contract tracking.
