For a three-month project to redesign and integrate two SaaS applications targeting the investment community, Cyndx had a built-in edge: they had a sister company that was an investment firm. So the investment managers there had extensive knowledge fo their own workflows.
The two applications were aimed at the opposite ends of the investment process. One, Raiser, was designed for companies to find investors interested in their sector. The other, Finder, was for investors to find appropriate funding opportunities.
The applications had similar functionality but different flows and designs. Could they be united into a single app with options for each user to allow faster development and a more cohesive market presence?
Both applications began with search. From there, sophisticated AI algorithms matched terms and metaphors (e.g., “Uber for mortuary services”) as well as similarities to deliver targeted results for further research.
So I began with a unified search interface that toggled for the different users.
From there a list of companies or investors was delivered. The lists needed to deliver relevant top-level information while making it easy to drill down to the details on deals, industries, companies and investors.
The lists represented only the first level of a wealth of data for each company or investor. Sophisticated spidering delivered millions of data points on a regular basis that were honed and confirmed by AI to deliver quality results. All of this information was also available in detail pages for industries, companies and investors.
Image: Unsplash, Annie Spratt