Realtime PnL for an asset manager

What I did

I did initial scope and discovery calls, designed and orchestrated demos, did presentations on use cases and overall approach to CTO and inhouse developers.

Defined technical KPIs for an 8-day proof-of-technology, daily check-ins, involving inhouse java and .NET apps. This helped drive new features, functional improvement, bug fixes.

Orchestrated all support and feature discussions with pre-sales and engineering team. 

Captured immediate commitment to include the platform – in 24 days from “hello.”

Flipped the sales engagement to defining, then delivering, on technical KPIs, vetted in proof-of-value, with opt-out.

Did pricing and terms, contracts in parallel with proof-of-value.

At a glance

Helped a 160-person alternative asset management firm move to real-time PnL, reduce execution risk.

Helped a startup prove how the asset manager could better with data and UI redesign – changing how executives, portfolio managers, traders, and back-office collaborate.


Hello” to “let’s go!” in 8 days, first phase of development in 24 days.

Move to agile delivery, with monthly drops of new functionality.

Technical highlights

Enhanced desktop experience across inhouse .NET, html5, Angular, React development.

Bloomberg integration

Positioned against competitive products, which had been considered.

Detailed analytics on app usage, where users encounter challenges – in order to streamline ease-of-use, default settings, default dashboards

Deliver consistent UI and UX experiences across different inhouse apps

Show business significant technical integration in 6 weeks