Case Study: Tera Capital enhances client-facing investment dashboards with Windmill

Tera Capital - Customer Case Study

Tera Capital, a multi-family office, faced challenges with their legacy systems built on Excel and VBA, which were prone to breaking and did not foster team collaboration. Seeking a high-level abstraction that would enable their non-technical team to work effectively, they needed a solution from a vendor like Windmill to rebuild their processes from scratch.

The solution was implemented using Windmill's platform to create customer-facing apps. They migrated their data to Supabase and built a real-time, interactive client dashboard that replaced outdated monthly PDF reports. With Windmill, six team members now use the platform to deliver improved client service, avoiding numerous SaaS subscriptions and benefiting from responsive enterprise support.

Tera Capital

José Governo

Responsible for Quantitative Strategies and Data Engineering