Deal detail pages for partners
When a client asked about valuations or recent funding rounds mid-call, partners had to dig through several sources. I restructured deal pages around the questions that come up in real client conversations – valuations, funding rounds, secondary activity, company updates, IPO forecasts – in a single tabbed layout. The same deal has two entry points: a full internal page from the Ideas catalog when the deal is the focus, and a modal over the client card when a partner needs a quick check mid-conversation without losing context.
Client and deal cards
Client context used to live across a spreadsheet, a Notion page, and a chat with the Axevil team. I designed cards that pull investment history, active applications with their current stage, and upcoming or completed exits into one view, so partners walk into every conversation with the full picture.
The client list and client search
Partners had no single view of their client book they cross-referenced a Google Sheet to figure out who to contact. I designed a list where priority tags surface directly on each row – new application, stalled, no activity, exit completed, attended webinar with a color language that answers "who do I contact first today" at a glance.
The notifications feed
Status changes used to live in a Telegram bot a linear stream with no grouping and no way to see what mattered. I designed a feed that groups events by time and tags them by type (clients, deals, marketing), so partners can scan what happened across their book and act without switching context.
Working from product logic defined by the design lead and product team, I designed the screens where partners spend most of their day:
Solution
Outcome
One operational tool covering the full partner workflow – notifications, client management, and deal context – replacing a patchwork of four separate tools.
Problem
For partners: no single view of the client book, no way to see who needs attention right now, context scattered across tools, heavy reliance on the Axevil team.
For end investors: information overload on deal pages, unclear valuations and exit mechanics, no support at key decision points.
Context
Partners used to run their pipelines across a Telegram bot, a Google Sheet, a Notion workspace, and direct chats with the Axevil team. Late-stage private equity deals take months to close, and keeping a client warm across that timeline meant constantly switching between all four.
Overview
Axevil Pro is a platform for wealth managers and financial advisors who allocate client capital into late-stage private companies like Stripe, SpaceX, and Anthropic. It's the partner side of the Axevil ecosystem.
A professional private equity platform for wealth managers
Axevil