Private Market Intelligence & Company Research Platform
PrivateCircle Research
Overview
PrivateCircle Research helps users discover and analyze private company intelligence including company profiles, financial information, funding details, and business insights.
The goal was to improve the research experience by making complex private market information easier to discover, understand, and explore online.
Roles & Responsibilities
As the lead product designer, I owned the UX/UI execution, structuring content discovery layers, validating wireframes, aligning information hierarchy, and collaborating with developers to implement interactive, clean research dashboard elements.
Brainstorming
Analyzing user pain points and mapping workflows. We explored research workflow pathways, company profile content structures, information architecture, search experience criteria, and user journey flows on whiteboard planning sessions.
Wireframes & Prototype
Visualizing structured design layouts. Modular concepts and wireframes were drafted to establish clean structures for company profiles, advanced search experiences, research dashboards, information architecture schemes, and navigation concepts.
Challenges & Solutions
Challenge 01: Users mostly downloaded reports instead of exploring company information online.
Solution: Redesigned company profiles into richer online experiences with improved content hierarchy and discoverability.
Challenge 02: Large amounts of company data were difficult to scan and manage from the backend.
Solution: Created structured sections with improved information hierarchy and simplified content discovery.
Challenge 03: Users were not exploring other valuable platform features.
Solution: Improved user journeys and platform experience, increasing feature adoption, engagement and re-subscription rates.
Challenge 04: The platform mainly focused on company financial data, limiting usage to investors researching companies.
Solution: Expanded the platform with HNIs, Funds, and Family Office profiles, including investments, portfolios, returns, sectors and team insights.
Impact
Final UI Gallery
Company Master List: Company Master List: Customizable table and query layout
Search Filters Panel: Search Filters Panel: Side drawer showing advanced filters
Custom Column Selector: Custom Column Selector: Column ordering configuration drawer
Company Profile Overview: Company Profile Overview: Dashboard presenting Ather Energy key metrics
Valuation Performance Chart: Valuation Performance Chart: Valuation trend line graph
Search History Log: Search History Log: Database of previous search queries
Regulatory Feed Alerts: Regulatory Feed Alerts: In-app listings for MCA/audit filings
Workspace Feed: Workspace Feed: Insights feed carousel dashboard view
Investment Deals: Investment Deals: Curated VC rounds list view
Workspace Management: Workspace Management: Real-time company categorizer sidebar
Team Notes: Team Notes: Real-time collaborative annotations drawer
Portfolio Overview: Portfolio Overview: Sector distribution and asset trackers
Portfolio Companies: Portfolio Companies: Detailed transactions tracker ledger
Final Output
PrivateCircle Research evolved into a unified company intelligence platform that helps investors, founders, and analysts explore private market data directly online.
- Replaced manual and static report downloads with rich, interactive web dashboard profiles.
- Organized heavy datasets into structured, easy-to-scan, and highly discoverable layouts.
- Created connected research pathways to enhance user engagement and session duration.