Real-time investor dashboard for Vertex Capital

The challenge

Vertex's analysts exported spreadsheets every morning to build investor reports — slow, error-prone and impossible to audit.

What we built

An event-driven analytics platform: market data streams through Go services into ClickHouse, and a Next.js dashboard renders live positions, performance attribution and exposure with role-based access for every investor.

The results

Quarterly report preparation dropped from three days to two hours, and an independent penetration test returned zero high-severity findings.