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Project Overview

As the lead product designer in the fast-paced fintech industry, I was tasked with creating a world-class financial application within a tight 3-month timeframe. Leveraging my years of expertise and iterative UX methodologies, I managed to drive the project's success, resulting in the company securing a significant $5.5 million in seed funding. The challenge involved balancing rapid design execution with top-notch quality, ensuring the end product met user needs and market expectations.

Industry

Fintech, Investments

Challenge

To build a world-class financial app in 3 months in a fast-paced product design environment

My role

Lead product designer

Achievements

Help them raise $5.5 million in seed funding

Problem statement

The world of alternative investments, including Venture Capital (VC) and Private Equity (PE), is typically considered intricate and largely exclusive to professional investors or those with an extensive financial background. In a rapidly evolving B2C landscape, there was a discernible need for an app that could democratize access to such investment opportunities, making them comprehensible and accessible to the everyday user without diluting the complexity and potential these investments offer.

Research & Insights

Our exploration began with an in-depth dive into the user's mindset, particularly those unfamiliar with the nuances of VC and PE investments. Engaging with potential users through interviews, workshops, and observational studies, we uncovered a dual challenge: a craving for alternative investment opportunities combined with a significant knowledge gap.

Further market analysis unveiled a landscape cluttered with professional tools, designed for experts but daunting for the layperson. This highlighted a clear opportunity: create a platform that demystifies VC and PE for the casual investor, ensuring they are not overwhelmed but empowered.

Design Journey

The ideation phase was a delicate balance between simplicity and depth. With each wireframe and mock-up, we aimed to weave in educational elements, guiding users through the intricacies of VC and PE. Our design choices were rooted in clarity, with intuitive navigation paths and a keen focus on user education.

As we transitioned into the UI phase, the app's aesthetics and functionality converged, echoing the brand's mission to provide a seamless and enlightening investment experience. Rigorous usability tests, followed by iterative refinements, ensured that the final design was not just user-friendly but also a powerful tool for those venturing into the world of alternative investments.

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Dashboard and Wealth simulation

An intuitive dashboard showcasing a diverse range of alternative investments, visually breaking down VC and PE opportunities in an easily digestible forma

Profile and feed

Blending personalized investment profiles with community-driven updates, this interface fosters both informed financial decisions and a sense of communal engagement. It's where personal financial growth meets community interaction.

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Clubs community

Designing digital spaces where investors come together, share insights, and make informed decisions.