PrivateCircle Research
Private Market Intelligence & Company Research Platform
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
Users relied heavily on downloading reports instead of exploring information online.
Redesigned company profiles into richer online experiences with better content hierarchy and discoverability.
Large amounts of company information were difficult to scan.
Created structured sections, improved information hierarchy, and simplified content discovery.
Users needed faster ways to discover relevant company insights.
Improved navigation, search experience, and related information discovery.
Users needed more reasons to continue exploring the platform.
Created connected research journeys that encouraged deeper exploration of company data and features.
Before & After UX
Before: Static company information experience. Flat text rows showing static company listings.
After: Interactive company research experience. Unified layout with interactive charts and inline details.
Before: Download-focused workflow. Users had to download PDFs to get simple insights.
After: Online exploration and discovery. In-app widgets and interactive profiles that eliminate unnecessary downloads.
Before: Complex information structure. Heavy tabs and nested categories that hid key statistics.
After: Clear and organized company profiles. A clean, dashboard-like overview layout.
Impact
Users shifted from downloading company reports to consuming information directly online.
Users spent more time exploring company profiles and additional platform features.
The improved experience contributed to higher subscription renewals and increased referral traffic.
Final UI Gallery
Company Profile: A clean dashboard presenting key business details, metrics, and tags.
Research Workspace: Interactive charts and analytics panels for scanning sector trends.
Advanced Search: Quick-filter criteria nodes and multi-selection intelligence lists.
Financial Tables: Interactive balance sheets, P&L views, and capitalization grids.
Company Intelligence: Structured mapping of related investment rounds and key personnel.
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.