CONFIDENTIAL, 2024

CONFIDENTIAL, 2024

CONFIDENTIAL, 2024

Automating deal flows for investors

Automating deal flows for investors

Context

Prior to solutions like Notion Q&A, we worked with the startup's CEO and advisors to develop an AI-powered application to structure investor deal flow and provide prompt-driven knowledge and predictions from documents and early-stage startups.

The Goal

Conceptualize a viable MVP in 6 weeks to provide a tangible representation of the product idea, engage potential customers, refine the product based on real user feedback, and validate market fit.

Our Roles

User Experience, Interface Design and Product Strategy.

Solution

We created an MVP that offered cloud synchronization of the company's deal files as the primary data source, allowing users to gather real-time answers and analytics that demonstrated the product's value.

MVP Features we built

MVP Features we built

Prompt AI for knowledge management and analytics

Cloud sync and file management

Collaborative commenting system

Customized file sharing settings

File upload and sync (Cloud, Browsing, Email)

Chrome Extension

Userflow proposals for different file upload alternatives within the product

Wireframes for Chrome Extension

The Market Opportunity

AI can quickly and accurately process vast amounts of data, identifying patterns and trends that might otherwise be missed. This technology provides real-time insights, reduces the potential for human error, and enables the evaluation of complex financial metrics and market conditions. Currently, funds and investors use CRM software to manage their deal flow.

Benchmarking

We analyzed AI powered products such as ChatGPT and You (search engine) for information visualization references and reviewed different approaches for the features.

The Project

The MVP flow focused on the primary objective of providing business intelligence on potential investments through timely AI. We definined the flow and features that would drive product adoption and interest.

Wrapping Up

Wrapping Up

Wrapping Up

As we iterated the product and collected qualitative data to understand user needs, we concluded that the product had great value not only in providing business intelligence to investors, but also in providing an easy way to structure and collect data within an organization.

As we iterated the product and collected qualitative data to understand user needs, we concluded that the product had great value not only in providing business intelligence to investors, but also in providing an easy way to structure and collect data within an organization.

As we iterated the product and collected qualitative data to understand user needs, we concluded that the product had great value not only in providing business intelligence to investors, but also in providing an easy way to structure and collect data within an organization.

Today, the product aims not only to automate deal flow management, but also to provide data capture through many application integrations.

Today, the product aims not only to automate deal flow management, but also to provide data capture through many application integrations.

Today, the product aims not only to automate deal flow management, but also to provide data capture through many application integrations.

Ready to Build an Amazing Project?