Client Portal

The deal companion every IPO client deserves

Background

An IPO is one of the most significant moments in a company's life, a complex, high-stakes process involving multiple moving parts. Yet from the client's perspective, visibility into that process is often limited, fragmented, and dependent on banker communication.

Problem

C-suite executives going through an IPO are navigating one of the most complex transactions of their company's life, yet their visibility into the process is almost entirely dependent on their bankers. There is no single place to track milestones, access documents, or understand what comes next. Updates arrive through calls and emails, creating gaps in communication and leaving clients feeling out of the loop at the worst possible moment.

How might we give clients a real-time, consolidated view of their IPO process?

Research

Low Fidelity Wireframes

High fidelity wireframes

The IPO Portal was designed as a dual-sided platform serving two distinct user types:

Bankers
An internal interface allowing bankers to post updates, upload documents, and manage deal milestones in real-time.

C-suite clients
A white-glove client-facing experience giving executives a single destination to track their full IPO journey, access documents, and understand what comes next at every stage. The portal needed to make a complex process feel manageable without oversimplifying it.

Outcome

A proof of concept and high fidelity designs were completed and presented internally. The project was not implemented due to a shift in organizational priorities. The work established a clear design direction for what a client-facing deal experience could look like.