Challenge:
The syndicated loan market—large, regulation-heavy, and traditionally underserved by user experience—relied on a 20-year-old platform for managing deal documentation. NetRoadshow aimed to disrupt this with a next-generation platform, LoansFN, to modernize the syndication and servicing lifecycle for institutional lenders like Barclays and Chase.

My Role:
As the second hire and the primary UX and strategy lead on the project, I partnered with the lead technologist to launch the initial product vision and execution. With no formal product manager, I drove discovery and definition by working directly with managing directors at Barclays and other financial institutions. I led research, experience design, and collaborated with engineers to prioritize and build features based on client needs and regulatory demands.

What I Did:

• Led early user research with Barclays and other major clients to understand offering creation, compliance, and reporting needs.
• Defined feature priorities and flows based on user goals and regulatory constraints.
• Created early concepts and clickable prototypes used to pitch the product to institutional clients.
• Collaborated directly with engineers as we scaled the team, validating each design sprint with real client input.
• Maintained both strategic product direction and detailed interaction design throughout the MVP phase.

Results:

Validated that user-led product development could drive adoption even in conservative financial verticals.

Built a working beta that began syndicating real institutional loans.

Established a user-centered foundation for a platform that replaced a deeply embedded but outdated competitor.