AI-Powered Fundraising & Deal-Flow Marketplace
PrivateCircle Markets
Overview
PrivateCircle Markets is a premium investment and deal-flow discovery marketplace connecting founders directly with capital allocators. The traditional private market fundraising ecosystem is highly fragmented, relying on manual network relationships and offline data sheets that create massive information silos.
The platform solves these problems by providing structured corporate profiles and automated calendars. This allows founders to target matching criteria directly, while investors, wealth managers, and investment bankers discover opportunities and schedule meetings in one central location to drive efficient capital allocation.
Roles & Responsibilities
As the principal designer, I led the user experience and interface design from strategic positioning down to engineering handoff. I worked directly with product managers and developers to architect the database-matching layouts, user flows, and interaction patterns.
Brainstorming
Analyzing user pain points and mapping workflows. We aligned investor discovery lanes, match parameter logic, and meeting coordination triggers on whiteboard planning sessions.
Wireframes & Prototype
Visualizing grid cards and modular navigation widgets. Early wireframe explorations focused on validating quick-connect alerts and match rating tags before moving to high-fidelity visual production.
Challenges & Solutions
Challenge 01: Initially, only a mobile version was planned for the product experience.
Solution: Created a complete desktop experience and redesigned the mobile version to maintain consistency across platforms with unified user flows and interactions.
Challenge 02: The product initially focused only on fundraising and investing workflows for HNIs, with plans to expand to other user profiles.
Solution: Expanded the platform experience to support multiple user types including VCs, PEs, Wealth Managers, Investment Bankers, Portfolio Managers and Deal Scouts. Created dedicated profiles and workflows for each user type, including internal transactions and meeting journeys.
Challenge 03: Previously, meetings, data sharing, and transaction-related activities were happening outside the platform.
Solution: Introduced in-platform workflows including meeting management between connections, pitch deck uploads, data/file sharing and fund commitment functionality to bring the complete investment journey into one platform.
Challenge 04: Users needed an easier way to share profiles and deals beyond the platform.
Solution: Integrated profile and deal-sharing functionality within the platform and enabled sharing across external services such as WhatsApp to improve discoverability and collaboration.
Before & After UX
Before: Flat text rows showing static company listings. Users had to manually click into details to see matched parameters.
After: Unified layout with a popover showing criteria matching and direct Connect CTAs in one click.
Before: Bulky search inputs requiring precise query matches, leading to high friction and cognitive load.
After: Horizontal scroll lanes grouping categories (Super lists, AI-suggestions) and clear, structured cards.
Impact
Final UI Gallery
HNI Investor Home Dashboard: HNI Investor Home Dashboard
Criteria Match details: Criteria Match details
Startup Discovery lanes: Startup Discovery lanes
Investor Connection Profiles: Investor Connection Profiles
Explore Network node mapping visualizer: Explore Network node mapping visualizer
Mobile Dashboard Layouts: Mobile Dashboard Layouts
Automated Slot Coordination and booking calendar: Automated Slot Coordination and booking calendar
Final Output
PrivateCircle Markets evolved into a unified private market platform that helps founders, investors, and financial professionals discover opportunities, manage connections, and streamline investment workflows.
- Simplified fundraising and investment journeys through structured user flows.
- Enabled investor discovery, deal sharing, meetings, and collaboration in one platform.
- Created scalable experiences for multiple user profiles and future product expansion.