Argus
WealthDx

AI-native platform for private markets, turning complex documents and messy data into investor-ready decisions.

Transformed investment workflows for HNW, Family Offices.

Highlights

I joined Argus in February 2026 to lead the 0→1 design of a private-markets platform. The surfaces an investor uses to evaluate a deal, read their portfolio, and prove they are ready to move on it.

The platform reads complex documents, structures messy data, and turns it into insight through modelling and simulation. My work was deciding what that intelligence looks like when an investor has ten seconds to judge it.

Key Focus Areas and Team Squad

Research, Interaction Design, Visual Design, Prototyping (Vibe Coding), Usability Testing

RIAs, Family Offices, Firm admins, Advisors serving assigned households, and HNW clients

Timeline

Joined pre-seed. Left the product shipping, funded, and in front of paying clients.

Concludes August 2026

VISIT WEBSITE

Private markets run on paperwork

EagleView’s mission: Simplifying the experience of

creating a digital twin.

EagleView’s mission:

Simplifying the experience of

creating a digital twin.

Capital accounts, subscription agreements, K-1s, statements from a dozen institutions, none of it structured, none of it current, all of it standing between an investor and a decision.

Before anyone can move on a deal they have to prove where they stand, and that picture is assembled by hand. It is stale the moment it is shared, and the work of assembling it is the reason good opportunities get answered late.

Argus began as a 0→1 bet: if the machine could read the documents, structure the mess and model the outcome, the investor’s job changes from gathering data to judging it.

Three Surface

EagleView’s mission: Simplifying the experience of

creating a digital twin.

EagleView’s mission:

Simplifying the experience of

creating a digital twin.

Deal evaluation

Where an opportunity gets taken apart. The design problem was density — private-market deals carry more variables than a screen can hold, so the work was deciding what an investor needs in the first ten seconds versus what belongs one level down.

Portfolio diagnostics

Modelling and simulation made legible. Not a dashboard of everything, but a read on what has changed, what it means and what to do about it. That's the difference between reporting and intelligence.

Capital readiness

The personal financial statement, rebuilt so it maintains itself. Plaid syncs what it can reach. Private holdings, real estate and alternatives keep a manual path and a document-upload path that don't feel second class.

Designed and shipped in the same loop

EagleView’s mission: Simplifying the experience of

creating a digital twin.

EagleView’s mission:

Simplifying the experience of

creating a digital twin.

Working in Claude Code and Cursor, the output of design wasn’t a handoff file. It was implementation-ready UI, pixel-accurate, in the codebase, opened as pull requests.

That collapsed the distance between deciding something and it being live, and took roughly a third off our go-to-market time.