shylesh.
Back to workPEAK XV / PULSE TRACKERS

From static spreadsheets to living investment trackers.

Designing a configurable research and monitoring experience for Peak XV's internal investment platform.

My role
Product Designer (sole designer for the initial Tracker proposal)
Timeline
Early 2023, approximately March–May
Collaboration
Product Manager, Engineering, Pulse Design Team, investment analysts
Product
Pulse — Internal Investment CRM and operating platform
Visual 01 — Case study hero. Give readers an immediate sense of the product: a dense, configurable investment research workspace.
TL;DR

Investment analysts tracked prospective companies, people, and investors using a mix of spreadsheets, Notion, and external research platforms. Each analyst had a preferred setup, but this meant fragmented information, repeated manual updates, and cumbersome sharing.

Working with a product manager, I designed a new Tracker experience from the ground up. It brought information from multiple external and internal sources into Pulse and allowed analysts to choose individual data points, select their preferred sources, add custom fields, and create either manually curated or automatically refreshed trackers.

Our proposal was selected from approaches explored by three internal product teams and developed into a shipped Pulse feature. Analysts responded positively, and the filtering and column-management patterns introduced through this project were later adopted in the Companies and People listings, Screeners, and other data-heavy areas of Pulse.

Company: Sequoia India & Southeast Asia (now Peak XV Partners). Visuals are placeholders until redacted screens are added.

The rest of this story is under NDA.

The 9 chapters that follow include confidential product work. Enter the password to keep reading, or ask me for access.

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