Establishing Trust in PitchBook's Investor Rankings

Building confidence through transparent and understandable investor rankings.

PROBLEM

Investors treat ranking systems with skepticism

While PitchBook’s proprietary investor scores address a core use case, their opaqueness introduced skepticism around how the rankings are derived and whether they can be trusted in decision-making.

PROBLEM

Investors treat ranking systems with skepticism

While PitchBook’s proprietary investor scores address a core use case, their opaqueness introduced skepticism around how the rankings are derived and whether they can be trusted in decision-making.

APPROACH

Progressively disclose methodologies to build trust

The experience built trust in the scores by progressively exposing underlying logic and data—providing transparency without overwhelming users with complexity.

APPROACH

Progressively disclose methodologies to build trust

The experience built trust in the scores by progressively exposing underlying logic and data—providing transparency without overwhelming users with complexity.

Designs

Designing a Framework for Building Trust

Show what matters first; explain how it works when users ask for more.

Reveal methodology progressively as user intent deepens

Investors want to quickly assess performance before understanding what’s happening beneath the surface. To support this, the experience is structured around a two-step model: L1 surfaces scores with minimal explanation for fast orientation, while L2 expands into the underlying calculation logic. This kept the scores approachable while avoiding a black-box experience.

Impact

Established a scalable design approach for team reuse

This created consistency in how the platform explained complex methodology without overwhelming users.

Impact

Established a scalable design approach for team reuse

This created consistency in how the platform explained complex methodology without overwhelming users.

Other projects

Productizing an Excel Workflow within PitchBook for Investors

Revamping PitchBook's News Experience

Other projects