Connecting entrepreneurs & investors to thrive.


Designing a SaaS platform combining a CRM and event planner to allow startups, brokers and investors to find new opportunities.

SaaS design | UX/UI | Web design

Problem

How to allow investors, brokers, and entrepreneurs to connect and engage while creating an impact?

Solution

Dashboard design: A geo-localized tool to show connection opportunities by region.

CRM app: Contact management system to track relationships and interactions.

Messaging system: Allow communication flow within the same platform.

Execution

My role & contribution: User journey mapping | UX/UI & prototyping | Marketing website design | Logo & brand design

Team contributors: CEO | Solution architect | UX researcher

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Product UX/UI Design
Product UX/UI Design


Understanding the userflow & personas.


We kicked off the project by going over the 3 main user personas. At a very high level these are investors, entrepreneurs and brokers.


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Entrepreneurs' navigation mapping

A series of user interviews indicated key features entrepreneurs are looking for when networking.

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Investors' navigation mapping

A sample of investors shared their concerns and expectations from our product offering.

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Exploring user personas.


The founding team had access to potential users from which we inferred insightful personas to guide the UX design process.

Wireframing & ideation.


We worked on wireframes to ideate quickly and narrow down the most optimal options to present information.


Wireframing
Wireframing
Wireframing
Wireframing
Wireframing
Wireframing
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Work in progress...


I'll be updating this case study soon. Stay tuned!

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How can I help?


With my years of experience, and your impactful ideas, we can create brands, apps, digital products and experiences to delight people. Let's get in touch!

 

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