Defining Goals

Investors struggled to identify suitable deals due to an overload of complex or insufficient information, making it difficult to assess opportunities effectively. The lack of clear financial insights further hindered decision-making, while limited engagement strategies led to investor drop-off, especially among newer investors.

1. Streamline Deal Discovery

Develop a more intuitive filtering and recommendation system to help investors quickly find deals that align with their interests and strategies.

2. Optimize Information Presentation

Balance the depth and clarity of deal information by simplifying financial data and presenting only the most critical insights needed for decision-making.

3. Enhance Financial Data Interpretation

Introduce clear visualizations and breakdowns of key financial metrics to help investors assess performance with greater confidence and accuracy.

4. Increase Investor Engagement & Retention

Implement personalized learning resources, regular updates, and interactive engagement tools to retain investors and support their investment journey

Problem statement

Investors faced difficulty identifying and evaluating deals due to overwhelming or insufficient information, leading to frustration and missed opportunities.

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Our Approach to designing

To improve the investment platform’s usability, we introduced personalized deal recommendations, simplified financial data presentation, and enhanced investor engagement. By optimizing information delivery and fostering community interaction, we ensured a seamless and efficient experience, helping investors make informed decisions with confidence.

1. Personalized Deal Discovery

• Implemented an advanced recommendation engine that tailors deal suggestions based on user preferences and investment strategies.
• Integrated deal filtering options (industry, growth stage, trending opportunities) to streamline exploration.
• Optimized the mobile interface for seamless browsing and deal tracking anytime, anywhere.

2. Improving Content Relevance & Navigation

• Designed a user-friendly interface that highlights essential deal details without overwhelming investors.
• Ensured a balance between simplicity and depth by prioritizing key insights necessary for decision-making.
• Incorporated transparent communication methods to establish credibility and compliance with financial regulations.

3. Establishing a Cohesive & Dynamic UI

• Introduced intuitive charts and graphs to make complex financial data more digestible.
• Enabled real-time tracking of key performance metrics to help investors compare deals effectively.
• Conducted competitor analysis to implement best practices in data visualization and accessibility.

4.Enhancing User Experience with Visual & Interactive Elements

• Developed an “Events” section for investors to participate in discussions, networking, and deal-related insights.
• Created a “Resources” hub with educational materials for new investors, improving learning and onboarding.
• Encouraged collaboration through interactive features, increasing user retention and platform engagement.

Dev Approach & System

To create a cohesive and visually compelling experience for Mumbai Angels, we designed a streamlined yet comprehensive design system. This included:

• A carefully curated color palette to maintain brand consistency
• Typography guidelines for optimal readability and style
• A robust component library to standardize UI elements
• A collection of images and animations to enhance user engagement

Collaboration & Implementation

To ensure seamless execution, we provided the development team with a detailed walkthrough of the app’s flow, features, and animations. To further improve clarity and collaboration, we built an interactive Figma prototype, allowing the team to experience the user journey firsthand.

By bridging the gap between design and development, this approach enabled a smooth and efficient implementation of the final product.