A practical finance toolkit that brings professional investment frameworks into an approachable learning product.
- Status
- Live
- Discipline
- Fintech
The challenge
Valuation, portfolio planning, and investment research can feel inaccessible when the available tools assume a finance background. Grit Lab needed to translate the working methods of two former fund managers for everyday investors.
The response
I built a focused set of calculators and research tools around the academy’s teaching: DCF modelling, stock screening, and portfolio frameworks presented in plain language and connected to the concepts students learn.
The outcome
Learners can move from theory to a structured investment decision without rebuilding professional models from scratch. The toolkit supports an education business that has helped more than 300 women across 11 cohorts.
