Lenox Park Solutions

What I designed

6 core product areas

I redesigned the entire platform, from investment tracking to analytics dashboards to the marketing website.

Investments Overview

Redesigned the deals table with visual status indicators, LPI scoring chips, and role badges, analysts scan 50+ investments and spot action items in seconds.

Analytics Dashboard

The LPI (Lenox Park Index) scoring dashboard, diversity trend lines, score breakdowns by AUM size and workforce, and comparative benchmarking. The tool analysts use daily.

Diversity Surveys

Survey collection and tracking across portfolio organizations, progress states, contributors, and status at a glance so analysts know what’s outstanding.

Deal Detail & Collaboration

Investment info, allocation data, manager details, and team activity in one view. A POD activity feed enables real-time collaboration without leaving the deal page.

Organization LPI Score

Per-organization diversity-impact scoring with gender and ethnicity breakdowns, simulated improvements, and the staffing inputs that drive the score.

User Profiles & Settings

Member profiles, privacy controls, and organization settings, a settings architecture that scales as the platform adds configuration options.

The problem

Raw data tables weren’t translating into decisions

• Analysts spent 60% of their time cross-referencing data between views instead of analyzing it.
• All metrics surfaced at once with no hierarchy, LPI scores, deal amounts, status, managers, and dates all competed equally.
• Comparing diversity metrics across portfolio companies required exporting to spreadsheets, the tool meant to eliminate spreadsheets was creating more.

Research

Analysts needed comparison, not deep-dive

• The primary task was comparison. Analysts rarely looked at one company in isolation, their workflow was always relative: “How does Fund A’s score compare to Fund B?”
• Even experts experienced overload. These were institutional analysts with decades of experience, and they still struggled with the density. If experts can’t parse it, the UI is wrong.
• Compliance deadlines created urgency. Quarterly reporting meant answers in hours, not days. Every extra click cost real time under real pressure.

Key decisions & trade-offs

Before vs. after

Impact & results

The comparative layout became the default view. Analysts stopped exporting to spreadsheets for cross-company analysis. Quarterly-reporting prep dropped from days to hours.

Reflection

“Simple” for experts means “well-structured,” not “less information.” The instinct is to hide data to reduce complexity, but institutional analysts need density, they just need it organized. Progressive disclosure with smart defaults gave them the depth they needed without the chaos they had.