P-04 — Case study
Investor portal & reporting
Quarterly reporting that used to take a week of spreadsheets, generated and signed off in an afternoon.
- Client
- Sable Capital
- Sector
- Fintech
- Year
- 2024
- Status
- live
- Modules
- Software & SaaSUI/UX & Product Design
01
The brief
Investors received PDFs assembled by hand each quarter. The process took a week, produced errors, and gave nobody a live view between reports.
02
The build
A secure portal with role-based access, live positions and performance charts, and a reporting engine that generates and version-controls the quarterly pack for sign-off.
03
The result
Reporting takes an afternoon. Investors log in for a live view instead of waiting for the PDF, and the numbers in the pack match the numbers on the screen.
Outcomes
1 afternoon
to produce a quarterly pack
0
manual spreadsheet steps
Live
positions and performance
Audit trail
on every report
- Next.js
- Charts
- Auth
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