Investor onboarding

Fundnel

Role: UI/UX Design

Overview

Fundnel is a Private investments platform for unlisted securities in growth stage & pre-IPO companies.

Goal

Make the fundnel investor profile page design clean, engaging and easy to use.

Problem

Investors itself doesn’t want to take a little bit of their time completing the profile. Most of the investor profiles are empty.

Solution

Need to think of how investors can complete all required information. The approach is to give an incentives and add a little bit of gamification by showing completion level before they become Fundnel certified investor.

An email is also a crucial part of the solution. Fundnel needs to remind a user to complete his/her investor profile.

“Sometimes the smallest step in the right direction ends up being the biggest step of your life.”

Visual Design

By keeping the branding, I only re-designed the layout and navigation. Basically improving the aesthetics (whitespace, fonts, layout)

Disclaimer: I don't work for Fundnel. This is only my case study