Productizing an Excel Workflow within PitchBook for Investors
Translating an Excel modeling workflow into a self-service platform solution.
PROBLEM
Existing solution was time-consuming for investors
PitchBook’s Excel modeling tool was time-consuming for clients to understand and use due to its complexity accounting for multiple days of work to get a worthwhile output.
PROBLEM
Existing solution was time-consuming for investors
PitchBook’s Excel modeling tool was time-consuming for clients to understand and use due to its complexity accounting for multiple days of work to get a worthwhile output.
APPROACH
Reduce friction while preserving power
The experience was designed to streamline the workflow.
APPROACH
Reduce friction while preserving power
The experience was designed to streamline the workflow.
Designs
Designs
From Excel to Platform
All decisions were guided by a single principle: reduce user friction while preserving the analytical power and flexibility investors relied on in the original Excel workflow.
Improving the input flow without breaking familiarity
The original Excel workflow relied on 20+ inputs distributed across multiple tabs. In collaboration with quant analysts, I organized all required fields into a step by step flow to reduce cognitive load—while intentionally preserving an editable, table layout that aligned with users’ existing Excel mental models.
Unifying outputs to make cause-and-effect explicit
Consolidating fragmented Excel outputs into a single, structured view made cause-and-effect explicit—reducing context switching and allowing users to understand the impact of their inputs at a glance.
Unifying outputs to make cause-and-effect explicit
Consolidating fragmented Excel outputs into a single, structured view made cause-and-effect explicit—reducing context switching and allowing users to understand the impact of their inputs at a glance.
Improving the input flow without breaking familiarity
The original Excel workflow relied on 20+ inputs distributed across multiple tabs. In collaboration with quant analysts, I organized all required fields into a step by step flow to reduce cognitive load—while intentionally preserving an editable, table layout that aligned with users’ existing Excel mental models.
Impact
Reduced task time from 4 days to under one day
This freed up analyst time, reduced errors, and increased platform confidence — results that directly affected adoption.
Impact
Reduced task time from 4 days to under one day
This freed up analyst time, reduced errors, and increased platform confidence — results that directly affected adoption.
