The Internal Platform Powering Private Markets
Private Market Internal Tools • White-label B2B Platform
All data displayed is mock data used to illustrate the interface design.
Designing a unified system that powers internal operations and B2B partnerships
Opportunity & Context
With an existing investor base of over 20,000 users, and the capacity to support other financial institutions through Private Markets as a Service, we saw the need for a scalable platform — one that not only streamlines internal operations but can also be white-labeled and adapted by our B2B partners to manage their own investor workflows.
The Challenge
We needed a single, flexible tool that could:
Support the day-to-day workflows of our internal teams across onboarding, client servicing, and data management.
Serve as a white-label platform for external financial institutions to manage their own investor base — under their own branding and operational logic.
Be scalable, data-rich, and configurable enough to adapt to varying use cases, without compromising on usability.
Solution & Role
As the end-to-end designer, I led the design of this dual-purpose platform, working at the intersection of internal operations and B2B product design.
Key aspects of my contribution:
Designed a cohesive system that supports both internal team workflows and external client needs.
Built a modular design system to accommodate branding, layout, and user experience variations across different white-label clients.
Collaborated closely with product, operations, and engineering to translate complex requirements into intuitive interfaces.
Enabled visibility into platform activity through pervasive data pipelines and dashboards, unlocking insights and monetisation opportunities for both internal teams and clients.
This platform became more than just a tool — it is now a strategic asset, supporting our internal business operations while extending our reach and value to B2B partners.
Highlighted Modules
While the platform supports various needs, a few core modules were key to shaping the user experience and operations. Click through to explore each one in detail and see how they connect within the investor platform:
Impact
Improved internal efficiency and cross-functional workflows for 20k+ investor base
Empowered external financial institutions with a fully white-labeled investor management system to operate under their own brand
Established a scalable foundation for our Private Markets as a Service offering
This tool is now a critical part of both our internal operations and B2B strategy — and as adoption grows, so does the platform. I remain closely involved in refining the experience, expanding new modules, and ensuring the system continues to scale with the needs of our business and clients.
What I Learned
Designing one tool for two distinct users taught me how to prioritize flexibility and modularity.
System thinking was key — both in interface and in collaboration.
Building tools that are invisible to end-users, but critical to the business, is deeply rewarding.