Fintech • Private Markets • Investment Platform

PrivateCircle Markets

AI-Powered Fundraising & Deal-Flow Marketplace

PrivateCircle Markets is an AI-powered private market platform designed to help startups connect with investors and enable investors to discover, evaluate, and manage investment opportunities through data-driven insights.

PrivateCircle Markets Overview

Project Overview

Private market fundraising involves complex workflows where founders need access to relevant investors, while investors need reliable company intelligence, deal insights, and efficient ways to evaluate opportunities.

The goal was to design a platform that simplifies fundraising discovery, improves investor-founder connections, and creates a seamless journey from profile discovery to meeting completion.

Product Goals
  • Create an efficient marketplace connecting founders and investors
  • Improve investor discovery and matching experience
  • Enable data-driven investment decisions
  • Simplify fundraising workflows
  • Provide transparency across deal progress and communication
My Role & Responsibilities

Product Design | UX/UI Design

  • Defined product features and user workflows across investor and founder journeys
  • Designed high-fidelity interfaces and end-to-end product experiences
  • Created user flows, wireframes, prototypes, and design systems
  • Collaborated with product managers, developers, and business teams
  • Conducted UX reviews and usability improvements
  • Validated designs for feasibility and scalable implementation

Detailed Case Study

Section 1

AI-Powered Fundraising Marketplace

Designed a marketplace experience where startups can discover investors and investors can explore fundraising opportunities.

  • Investor & fundraiser profiles
  • AI-powered founder matching
  • Company intelligence & insights
  • Deal-flow discovery & tracking
AI-Powered Fundraising Marketplace
Section 2

Investor Profiles & Matching

Designed investor profile experiences to help founders identify relevant investors based on investment sectors, ticket size, portfolio history, investment preferences, and location.

Investor Profiles & Matching
Section 3

Fundraiser Dashboard

Created a centralized dashboard experience for founders to manage investor connections, meeting requests, deal progress, investor conversations, and fundraising activities.

Fundraiser Dashboard
Section 4

Investor Dashboard

Designed investor workflows to manage startup discovery, saved opportunities, portfolio tracking, active connections, and meeting schedules.

Investor Dashboard
Section 5

Investor Profiles & Deal Insights

Created detailed investor and company profile experiences with structured information, investment history, sectors, keywords, and deal insights.

Investor Profiles & Deal Insights
Section 6

Meeting Scheduling Experience

Designed a complete investor-founder meeting workflow including meeting requests, time slot selection, confirmation, calendar scheduling, and completion flow.

Meeting Scheduling Experience
Section 7

Signup & Onboarding Experience

Redesigned onboarding to create a faster and clearer entry experience.

  • Registration & company details
  • Founder account completion
Signup & Onboarding Experience
Design Impact
1

Designed 100+ user flows across complex fintech workflows

2

Delivered multiple product features and UX improvements

3

Improved usability across investor and founder journeys

4

Reduced design iteration cycles through AI-assisted workflows and rapid prototyping

5

Created scalable design patterns for future product expansion

Design

Figma, Design Systems, Wireframing, Prototyping, High-Fidelity UI

Collaboration

Product Managers, Engineers, Business Teams

AI Workflow

Cursor, Claude, Antigravity, AI-assisted prototyping workflows

Final Outcome

PrivateCircle Markets evolved into a comprehensive private market ecosystem enabling founders and investors to discover opportunities, build connections, manage fundraising activities, and make informed investment decisions through structured data and intelligent workflows.

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