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
Jul 1–31Financing partners
View all →Energy analysis
Asset classes
The project at a glance
- The problem
- Banks, businesses, and reviewers needed different workflows while working on the same financing deal.
- My contribution
- Product Designer from 2022, Head of Design from 2024. I designed deal flows, chat, and invitations, and managed designers across the wider product.
- The design decision
- We organised the product around a shared financing case, with different workflows for the banks and businesses involved.
- What this case shows
- The case study demonstrates the deal flows and document-linked conversations. Interface examples use fictional data.
One deal, different perspectives
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 the 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
The decision
We organised the product around a shared financing case, with different workflows for the banks and businesses involved.
What changed
- Four tailored deal flows expanded the design beyond bank-to-bank financing.
- Documents and discussions came together, with the relevant material one click away in the chat.
- Invitations connected people to the specific deal they needed to work on.
My part in the work
I joined neoshare as Product Designer in 2022 and became Head of Design in 2024. 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 ↗