AskPC
Your AI Analyst for Private Markets
AskPC transforms complex private market research into a simple conversational experience. It enables users to explore company intelligence, financial data, investor insights, market analysis, and business information through AI-powered conversations.
Overview & Challenge
Project Overview: Private market research requires users to analyze information from multiple sources including company financials, funding history, investor profiles, market trends, and business intelligence. The goal was to design an AI-driven research assistant that allows users to ask questions naturally and receive structured insights without manually searching through complex datasets.
Problem Statement: Private market professionals spend significant time collecting, filtering, and analyzing fragmented company and investment data. The challenge was to create a faster way to access meaningful insights while maintaining trust, clarity, and usability.
AskPC brings private market intelligence into a conversational workflow. Users can:
- Ask questions about companies, sectors, investors, and markets
- Analyze financial information and business performance
- Discover investment insights
- Compare companies and market opportunities
- Access structured research through AI conversations
Core Capabilities
AskPC provides structured data intelligence across the full spectrum of private market records.
Designed an AI chat experience that allows users to interact naturally with private market data instead of navigating complex dashboards and databases.
- Natural language queries
- Structured AI-generated responses
- Financial analysis & comparisons
Designing a Simple Research Workflow
The experience was designed around reducing research complexity and helping users move from question to insight faster. Key design principles:
- Reduce information overload: Streamline metrics to show vital analytics first.
- Create clear content hierarchy: Standardize grouping layouts across tables and grids.
- Make complex financial data understandable: Utilize charts and structured visual templates.
- Enable exploration through conversation: Provide follow-up prompts to refine parameters.
- Maintain trust through structured responses: Anchor all AI insights to audited datasets.
Detailed Product walkthrough
AI Analyst Landing Experience
The landing experience is built to communicate AskPC's primary value proposition, driving users directly to start a conversation with private market data through clear onboarding guidelines.
Private Market Data Intelligence
A dedicated workspace layout that guides users through core exploration sectors. Users can click on pre-built research triggers to analyze company filings, fund updates, and compliance logs.
AI Research Conversation
Users can ask detailed business and peer-group analysis questions and receive highly formatted, clean layouts displaying comparisons, metrics, and bulleted performance reviews.
Dashboard and Account Experience
Supporting platform tools designed for user administration, usage telemetry (token burn rates), historical conversation search, account configuration, and invoice/billing logs.
Product Design | UX/UI Design | AI Product Design
- Defined product experience and user workflows for AI-powered research
- Designed information architecture for complex financial data
- Created high-fidelity interfaces and interaction patterns
- Designed conversational AI workflows and response structures
- Collaborated with product and engineering teams
- Improved usability through iterative design validation
- Worked with AI-assisted design workflows for faster prototyping
- Created an intuitive AI research experience for private market intelligence
- Simplified access to complex financial and investment data
- Designed scalable patterns for AI conversations and data visualization
- Improved research workflows by reducing manual information discovery
- Established a foundation for AI-driven financial products
Figma, Wireframing, Prototyping, Design Systems, High-Fidelity UI
Product Managers, Engineers, Business Teams
Cursor, Claude, Antigravity, AI-assisted prototyping
Final Outcome
AskPC transformed private market research by combining AI conversations with structured financial intelligence. The product enables investors, analysts, and business professionals to quickly discover insights, compare opportunities, and make informed decisions through a simpler and more intuitive workflow.
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