Driving larger exits with design
Data design
Product strategy
Enterprise
Company
Private Equity Firm
Role
Product designerCreated data-heavy workflows and narratives for diligence and deal teams.
Team
Head of product, 2 analysts, 2 engineers.
Impact
- Decision Speed Enabled faster synthesis of complex deal data for partners.
- Deal Confidence Increased partner confidence through clearer deal narratives.
- Strategic Focus Shifted time spend from data wrangling to strategic analysis.
THE PROBLEM
Make complex deal data legible
How might we help partners see risk, upside, and next steps without drowning in spreadsheets?
HIGHLIGHTS
Narrative-led dashboards with callouts for what matters.
Scenario planning with instant visual feedback.
Consolidated views surfacing key metrics at a glance.
RESEARCH
Mapping the deal workflow
Understanding the process
I mapped out the end-to-end deal workflow with stakeholders to identify bottlenecks and opportunities for design intervention across initiation, data acquisition, approval, and completion phases.
Detailed workflow mapping from initiation through completion.
IDEATION
Sketching solutions
Low-fidelity exploration
Before jumping to screens, I sketched out information architecture and data flows to understand how partners would navigate complex deal information.
Early sketches exploring data flow and user journeys.
Exploring different approaches to data organization.
PROTOTYPING
Testing data visualizations
Prototyping predictive analytics and data visualization components.
RESULT
Higher confidence, faster decisions
Partners could frame recommendations faster and spend more time on strategy instead of wrangling data.