Credit Suisse

IPO Analysis Web Platform

Credit Suisse, a leading investment bank, needed a way for analysts to track and analyze IPOs based on specific criteria easily.

My Role

UI Design
Data Visualization

The IPO syndicates at Credit Suisse faced challenges in bringing together concise research numbers before an IPO launch. Analysts had to gather data from multiple locations and software across the firm, making it difficult and time-consuming to find necessary insights and data. The pain points are the lack of a high-level overview, the optimal timing for the public offering, and insufficient allocation insights.

We Implemented a centralized dashboard that provides a high-level overview of IPO insight and actions. The dashboard offers real-time updates and visual indicators to help users with the most current data and predictions at a glance. It enables users to manage their workflows efficiently and ensures no critical tasks are overlooked.

Real Time Update

The community panel allows you to add and view notes on deals and investors in both public and private channels. The activity feed tracks the IPO performance of companies and related info on your watchlist.

Investor Meeting Scheduler

The roadshow calendar feature displays scheduled investor meetings for the roadshows, ensuring that all touchpoints support a successful IPO.

Data Visualization

Use engaging infographics to present contrasts and trends, transforming complex data into easy-to-understand insights. The solution aims to simplify complex data, making it accessible and actionable for analysts and stakeholders involved in IPO selling group predictions.