FactSet: Pitch Portal

Problem

About a year into FactSet, I shifted gears and assisted our Research SBU in designing a new application called Pitch Portal. Pitch Portal is “a platform that connects investment banks with corporate and private equity clients in the field of mergers and acquisitions (M&A), and providing bankers with opportunities to accelerate the due diligence of potential buyers, and identify potential relationships and deals.”

Time

Jan 2020 - Aug 2021

Mockups

I created both desktop and mobile layouts for multiple pages within the platform, on both the banking and buying side. This was an incredible experience to have, as I had never contributed to a new application before.

Screens & QA- Banking Application (MVP):

Challenges: New application / Numerous features

Screen Shot 2021-07-08 at 4.44.05 PM.png

Conclusion

My team finished all of the necessary MVP screens weeks in advance and were able to test the application live and have design QAs. A trademark was applied for on June 8th, 2021.