Goal

Design DiligenceVault’s alternative investment due diligence platform to:

• Allow for investors to easily and quickly initiate and locate due diligence

• Allow for investors to approve and track investments

• Allow for investors and managers to quickly and easily create due diligence templates

Overview

My Role

I continue to provide UX consulting in the following categories:

• Research

• Design

• Rapid Prototyping

Key Deliverables

• Research Report

• Sitemap

• User flows

• Wireframes

Please Note: Due to the sensitive nature of this ongoing engagement, limited information can be provided at this time

Research Activities

Stakeholder Interviews In-person interviews withfounders

Product Research Research into product, history, key benefits

Competitive & Comparative Analysis Research & analysis of competitor software platforms

User Research In person user interviews, In-person user testing with financial professionals,

Development of Personas for each investor type

Persona Example for Endowment

Please Note: Due to the sensitive nature of this ongoing engagement, limited information can be provided at this time