neoshare
Complex financing.
Shared understanding.
A financing deal brings banks, businesses and a lot of information together. I helped bring their conversations into one shared space.
Dashboard
Investment amount
Mon, 1 Jul to Sun, 31 JulFinancing partners
View all →Energy analysis
Asset classes
Same deal. Different pictures.
As neoshare grew beyond syndicated loans, more people joined each deal. The bank handles financing, the business supplies project details and the reviewer checks documents. Each sees a different part of the deal. How could they work together without following the same process?
The financing discussion
The project material
The information to check
We built the work around the financing case.
The case became the place for documents, discussion and the right people.
A shared financing case
Start with the kind of deal.
Banks and real-estate businesses enter deals differently. We designed four flows to match, keeping project, documents and people connected.
Keep the document in the conversation.
In the chat, the document under discussion was one click away.
“The revised repayment schedule is on page two.”
A message points to a document.
Invite people into the right deal.
Each invitation was tied to a specific project, so people joined the deal they were needed for.
The flow changed from deal to deal. The work stayed in one place.
From the first document to the credit decision.
The chat and invitations were part of a much bigger product.
Collect the documents.
Teams gather files in the case and request what’s missing.
The files have a homeFill in the details.
Autofill pulls information from documents, with a reference to the source.
Back to the original documentWork through the questions.
AI-assisted review helps find answers and inconsistencies. People still check the sources and decide.
People can check the answerPrepare for a decision.
Roles, tasks and working documents get the case ready for a credit decision.
The team works from the same case
My part in the work.
As Head of Design, I worked across Atrium, from document intake and Autofill to AI-assisted review, credit preparation and collaboration.
I designed the deal flows, chat and invitations myself. Elsewhere, I managed the designers and helped the pieces fit together.
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Read the CarHub storyAbout this case study
Drawings explain the ideas. Interface examples use fictional data. The product overview draws on neoshare’s public description of Atrium.
Explore the deal flows and chat → · Atrium on neoshare.com ↗