Role
Founding Product Manager
Team
1 Designer, 2 Developers
Company
Connexdoor
Key Skills
Documentation, Product Management, UX Wireframing, Stakeholder Management, Data Analysis, Leadership & Strategy
Founder's Review
Purpose
This project involved designing and developing a comprehensive platform tailored to meet the unique needs of both angel investors and fund managers. The goal was to simplify the complexities of startup investment and fund management by providing intuitive tools, real-time insights, and streamlined operations.
Target Audience
Angel Investors: Individuals seeking vetted startup opportunities and efficient tools to discover, evaluate, and manage their investments.
Fund Managers: Professionals responsible for managing angel funds, handling investor relations, and overseeing startup portfolios.
Key Objectives
For Angel Investors
Simplify the investment journey by offering personalized deal flows and seamless commitment tracking.
Deliver comprehensive portfolio insights with real-time updates and alerts to enhance decision-making and engagement.
For Fund Managers
Streamline fund operations, minimizing manual errors and reducing time consumption.
Provide a centralized hub for managing documents, payments, and investor relations.
Enhance visibility into fund performance and investor activities, fostering transparency and trust.
Angel Investor's Platform 2.0 Demo
Fund Manager's Platform 2.0 Demo
Interviewing users to identify pain-points with the existing solution.
Conducted usability testing of the current platform with users to identify UX flaws that cause difficulty in operations and deeply understood underserved user needs for the 2 sets of users.
User 1: Angel Investor
When and why do you use Connexdoor?
When my fund managers ask me to commit, sign documents and pay once I have given a soft commitment (estimate of investment) via Whatsapp after the pitch meeting.
It's difficult to find the startups pitch deck and information on the platform.
I download unit documents once they are uploaded to the platform, I get to know about it through the startup Whatsapp group that the units have been allocated.
User 2: Fund Manager
Power User
After close observation, I identified a few pain points.
Uploading a startup profile is a hassle, since the pitch deck needs to be uploaded in single image formats and tagged with page names individually.
Entering individual startup details is done manually. Information is usually available in the company profile of the startup on linkedIn
All the transaction and financial information is difficult to find on the platform, since it requires email search, and the information architecture is confusing, hence we prefer using excel.
We are supposed to take followups from startups on performance reports every 3-5 months, which we sometimes forget and investors keep asking us for startup performances.
Startup documents are in the fund managers personal device, where finding and sorting is done personally. There is no centralised database so that all fund managers can access these documents.
Pitch meetings are held on zoom, the invites are created and google calendars of investors are booked, reminders are manually broadcasted to investors for the pitch call.
Illustrating journeys to identify pain points and opportunities.
Crafting the Product Requirement Document.
Documented feature ideas for Fund Managers and Angel Investors including success metrics for features into a Product Requirement Document.
Defining user stories from features defined in the PRD and managing the sprint backlog
Managing and Grooming the Sprint Backlog
Wireframing and driving ideation to design.
Card Sorting for Information Architecture
Design to Development, managed through Zeplin
