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FintechInvestment Management•14 weeks

Northwind Capital

A premium investor portal giving LPs and analysts a unified view of fund performance, holdings and cashflows in realtime.

Northwind Capital | Fintech case study by Refer Dev
Client
Northwind Capital
Services
  • Product Strategy
  • UI / UX Design
  • Web App
  • Backend
Stack
ReactTanStackNode.jsPostgreSQLWebSockets
12x
Faster reporting
+68
Investor NPS
240
Manual hours saved / mo
The Challenge

Legacy spreadsheets and a slow PDF reporting cycle meant investors waited weeks for clarity. The team needed a secure, branded portal that felt as polished as the fund itself.

Our Solution

We designed a calm, data-dense dashboard with streaming portfolio analytics, granular permissions per investor, and one-click statement exports — built on a hardened Node + Postgres backend.

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