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A platform for investors to manage their entire investment lifecycle

My Role

I was the lead product designer on Mosaic, a platform for investors to manage their entire investment lifecycle and improve their investment decision-making to generate higher returns. Mosaic is available on web with two companion apps on iPhone and iPad.

During my 2.5 years at Coatue, I worked very closely with our investment and engineering teams (iOS, Frontend, Backend & Data Scientist) to develop Mosaic. I also collaborated with our CTO and Co-Founder to developed quarterly product strategy and roadmap.

I implemented a quantitative data-driven design process to identify and validate new solutions and gathered qualitative input in weekly UXR with our users on both coasts (CA and NY).

What is Coatue?

A hedge fund and venture capital firm investing in the technology sector with $70B under management. Notable private investments are Lyft, Didi Taxi, Box, Reddit, Hotel Tonight, LimeBike, Jet.com, Uber, Snapchat, and others.

Case Study

Improve investor workflow efficiency by 3x and enable them to create custom dashboards for their roles/teams to manage their portfolio of stocks and private company investments.

🔒 Go To Case Study

Learn more about Coatue

Check out Coatue's website to learn more about the company.

Analyst Dashboard & Widget Library
Research, Meetings & Appointments iOS App
Research, Meetings & Appointments iPad App