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LOYAL3 IPO Investing 2014–2015

On LOYAL3, everyday investors could occasionally invest in IPOs at the same price and time as Wall Street. Across web and mobile, I designed the end-to-end IPO experience, including enrollment and management of one’s IPO reservations. Working closely with the legal and compliance team, I made an effort to cross all the t’s and dot every i of this product offering in a highly regulated and sensitive space while making the process and language as streamlined as possible for users.

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I also designed the internal admin tool for the setup and deployment of IPO offers. Based on observation of the pains of offer setup without a dedicated GUI and through discussions with product managers, I designed a simple, step by step application for offer administration.

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