AUTOMATING PRODUCTIVITY
Tanay Tatum-Edwards, Founder and CEO of FreeCap Financial
“Watching my new cohort of analysts come in, that was a testament to how well you built the user-interface and how much it streamlined our process because the onboarding was so easy”
So, who is FreeCap Financial?
FreeCap Financial was founded in 2019 by Tanay Tatum-Edwards. They are a research company that provides investors and money managers with intelligent, social-justice oriented data to equip individuals and collectives with the tools they need to enact positive change in this world. They capture information from a wide variety of sources and translate it into investible insights for financial advisors, asset managers, and institutional investors so they can more easily align their portfolios with their clients’ values.
FreeCap Financial is the only ESG data-provider focusing on the risk companies incur from being involved in the criminal justice system.
FreeCap was faced with a dilemna…
Their business was being inhibitted by their inability to scale their processes to meet market demands.
How did Techano help them multiply productivity to reach their business goals and attract additional funding?
What Outcomes Did Techano Provide?
AUTOMATED PRODUCTIVITY
We took a completely manual research process that included weekly meetings and automated core elements to a couple clicks.
COST SAVINGS
We built a tool so simple and user-friendly it allowed them to save time and money hiring and onboarding new employees
ACCESS TO NEW MARKETS
The tools we provided helped them raise additional funds and see a viable paths to entering new markets.
What We Built
Chrome Extension for Analysts
Maybe you want to turn a hobby into something more. Maybe you want to launch a business.
Web Portal for Admins
Maybe you want to turn a hobby into something more. Maybe you want to launch a business.
How We Approached the Problem…
LISTENING
We strongly believe it’s critical to not just “throw tech at the problem” but first recognize our partners as experts. We were there first and foremost to listen. Therefore, we avoided charging them for unnecessary process redesigns that won’t work or be adopted. Instead we simply focused on enhancing their experience. This extended not only to their research processes but to their mission and the future goals of the business as well.
ANALYSIS
After taking the time to listen deeply to FreeCap’s needs, we met as a team and poured over our notes and shared insights. We even pretended we were analysts and attempted research tasks ourselves. This revealed a few key elements that, if automated, would make a huge impact. We then came up with a list of pain points and possible solutions. We shared early prototypes with them to check-in and make sure we were on track.
CREATING
After taking the time to listen deeply to FreeCap’s needs, we met as a team and poured over our notes and shared insights. We even pretended we were analysts and attempted research tasks ourselves. This revealed a few key elements that, if automated, would make a huge impact. We then came up with a list of pain points and possible solutions. We shared early prototypes with them to check-in and make sure we were on track.
Tanay Tatum-Edwards, Founder and CEO of FreeCap Financial
“…It was really easy for me to communicate what we were trying to do and that all made the decision a lot easier.”
“You were always there and quick to respond, which was really helpful.”
Erika Folgar - Research Analyst
“It all begins with an idea. Maybe you want to launch a business.”
Monet Goode
“Training interns has been a lot easier than I expected and they feel the research process is a lot more straightforward.”
Erika Folger
