AI Analyst for Private Markets
AskPC
AskPC is an AI-powered private market intelligence platform that helps users research companies, investors, deals, financial data, and market insights through conversational AI.
Overview
Private market research requires users to collect information from multiple sources including company financials, funding history, investor activity, and business intelligence.
AskPC simplifies this process by creating an AI-powered research workflow where users can ask questions naturally and quickly access structured insights.
The goal was to design a reliable AI analyst experience that reduces research effort and helps users make faster decisions.
Roles & Responsibilities
As the lead product designer for the AI Analyst workflow, I directed user research, interaction flows, high-fidelity UI layout schemas, and design system alignment for the conversational experience.
Brainstorming
Mapping conversational query parameters, search suggestions, visual tables, prompt interaction patterns, and response structure models on workflow whiteboard planning sessions.
Wireframes & Prototype
Exploring structured table schemas, company search result layouts, and dynamic sidebar filters to layout natural conversational results before detailed hi-fi design stages.
Challenges & Solutions
Challenge 01: Users needed faster access to complex private market information.
Solution: Designed a conversational AI workflow that allows users to ask questions naturally and receive structured insights.
Challenge 02: Private market data exists across multiple fragmented sources.
Solution: Created a unified research experience combining company intelligence, financial information, investor data, and market insights.
Challenge 03: Traditional research requires multiple searches and manual analysis.
Solution: Designed AI-powered workflows for summaries, comparisons, financial analysis, and quick discovery.
Challenge 04: Users need confidence and trust while interacting with AI-generated insights.
Solution: Created clear response structures, organized information hierarchy, and transparent data presentation.
Before & After UX
Before: Time-consuming manual search research workflow across multiple sources.
After: AI-powered conversational private market intelligence.
Impact
Final UI Gallery
AskPC landing experience: AskPC landing experience
AI chat interface: AI chat interface
Company intelligence: Company intelligence
Financial insights: Financial insights
Investor research: Investor research
Deal research: Deal research
Market analysis: Market analysis
Private company intelligence tools: Private company intelligence tools
Dashboard screens: Dashboard screens
Final Output
AskPC transformed private market research by combining conversational AI with structured intelligence, helping investors, analysts, and business teams discover insights faster.
- Simplified access to complex private market intelligence through AI conversations.
- Reduced research effort by combining multiple data sources into one workflow.
- Created a scalable AI-first experience for future financial intelligence products.