No central view of investments across a global portfolio
Collateral provides a property-backed global lending facility, connecting borrowers seeking business investment with investors who want access to a diverse range of opportunities. Despite its global reach, the platform lacked a central dashboard — leaving investors and leadership without a unified view of portfolio performance.
The systems in place were functional, but they fell short in two important ways: they offered no joined-up approach for investors to see their holdings in one place, and they lacked any meaningful business intelligence. Critically, certain aspects of operations were entirely invisible to the business — there was simply no mechanism to surface them.
"The goal was clear: give Collateral and their investors a single, real-time view of investment opportunities and operational performance — regardless of where the data lived."
Bring the data together. Then make it meaningful.
Cordapse worked closely with Collateral to understand the full landscape of their data — where it lived, what shape it was in, and what the business actually needed to see. The approach was methodical: no assumptions, no over-engineering.
A central dashboard built on Microsoft 365 and Power BI
Cordapse designed and implemented a solution within Microsoft 365 and Power BI, gathering data from disparate sources into a single, governed platform. The result was a suite of dashboards accessible from any device or location — with no need for specialist software or infrastructure.
- Built a global dashboard presenting a consolidated view of all investment opportunities and operational status — giving leadership immediate oversight without manual data retrieval.
- Designed a personal investor view, allowing each investor to see their own portfolio performance in one place, removing the need to cross-reference multiple systems.
- Ensured both views updated dynamically, with no human intervention required to refresh the data.
- Developed KPI dashboards to surface the operational metrics that had previously been invisible — giving the business visibility over aspects of its operations for the first time.
- Connected Power BI directly to the underlying data sources, enabling live, real-time refresh across all reports without manual exports or data manipulation.
- Designed reports for clarity across all levels of the business — from operational teams to senior leadership.
- Deployed the dashboards within the existing Microsoft 365 environment so they could be accessed securely from any device or location — no VPN or additional tooling required.
- Delivered the solution with minimal disruption, leveraging existing Microsoft licensing to keep costs low and avoid new vendor dependencies.
- Provided enablement support to ensure the team could maintain, extend, and build confidence in the platform from day one.
