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[0:00 | Aurascript] > 00:00:00.167 | Overview: Role - From May to August, 2023, as a 00:00:04.552 | Product Design Intern at Venture Copilot, I 00:00:07.246 | led the platform’s UX/UI design for 00:00:09.571 | web and mobile. Collaborating with 00:00:11.495 | engineers, the founder, and a design advisor, I 00:00:14.769 | shaped the branding, visual language, and user personas. I 00:00:18.716 | developed features from wireframes to 00:00:20.785 | high-fidelity prototypes. Additionally, I designed branded email communications 00:00:25.777 | and created interactive demos using 00:00:27.772 | Figma and Adobe Illustrator, supporting user interviews and refining 00:00:31.743 | the product to align with Venture Copilot’s 00:00:34.019 | mission of innovating venture investment. 00:00:36.224 | Website: chat.venturecopilot.app 00:00:38.894 | Team: Product Designer: Chase Guerin. AI and Data Science Engineer: 00:00:43.956 | Taimur Shaikh. NLP Engineer: 00:00:46.441 | Nick Luo. Software Engineer: Jonathan Alvares. Founder: 00:00:50.806 | Paritosh Kulkarni. Design Advisor: Sanjay Shamdasani. 00:00:54.963 | Duration: 4 months, (May 2023 to Aug 2023) 00:01:00.953 | Scope: Product Design, Branding & Identity, UI/UX Design, Wireframing, User 00:01:07.386 | Personas, Competitive Analysis 00:01:09.848 | Tools: Figma, Adobe Illustrator 00:01:12.657 | Final Solution: Final Hi-Fi Prototype for Desktop, Venture 00:01:16.883 | Copilot. Venture Copilot is an AI-driven SaaS web 00:01:20.528 | app designed to supercharge the early-stage 00:01:22.736 | venture investment process. Final Hi-Fi Prototype for Mobile, Venture Copilot. 00:01:28.214 | It integrates intelligent automation and AI-powered insights, drastically cutting the 00:01:32.858 | time and effort required to evaluate each 00:01:35.136 | deal. With features like workflow management, AI-based recommendations, and multilingual 00:01:40.753 | support, Venture Copilot transforms the complex investment 00:01:44.514 | landscape into an accessible, efficient, and intuitive experience. 00:01:48.903 | The platform ensures data security and privacy, empowering investors 00:01:53.221 | to navigate the vast startup ecosystem with confidence. With 00:01:57.006 | automated data analysis, it offers a streamlined approach to finding 00:02:01.024 | and investing in the next big opportunity. Discover 00:02:04.112 | - Design Thinking: Research: 00:02:06.341 | Problem Statement: Challenge - Early-stage venture investors must navigate millions 00:02:11.170 | of startups seeking funding, resulting in information overload. They 00:02:15.094 | need to sift through unstructured data from pitch decks, 00:02:18.043 | financial reports, emails, and projections, making it difficult to 00:02:22.644 | identify valuable opportunities efficiently. Current tools are fragmented and time-consuming, 00:02:28.446 | leading to delayed decisions 00:02:29.840 | and missed opportunities. 00:02:31.395 | Goal: To create a platform that streamlines the investment process 00:02:35.296 | by automating data handling and providing AI-powered 00:02:38.315 | insights, allowing investors to focus on 00:02:40.868 | decision-making instead of manual tasks. 00:02:43.657 | Competitive Analysis: I proceeded to perform a SWOT 00:02:46.907 | analysis. This step was essential in the preparatory phase, allowing 00:02:51.108 | me to systematically assess potential strengths, weaknesses, opportunities, and threats 00:02:56.728 | before developing Venture Copilot. SWOT Competitive Analysis, Venture Copilot. 00:03:02.278 | Venture Copilot enhances venture capital deal evaluations with 00:03:06.109 | its AI-driven capabilities and robust data security, 00:03:09.548 | positioning itself strongly in a growing market for automation 00:03:12.750 | tools. Unlike competitors like Affinity, which focus heavily on data 00:03:17.068 | analytics and CRM, Venture Copilot provides a more targeted approach 00:03:21.298 | to streamlining investment processes. Opportunities lie in expanding global outreach 00:03:26.380 | and further integration with investment platforms, while threats include stiff 00:03:30.699 | competition from established players like Dynamo Software and emerging AI 00:03:34.901 | technologies. 00:03:36.132 | Research Insights: Due to time constraints, I leveraged insights from the 00:03:40.475 | founder and design advisor, both experienced investors and entrepreneurs. 00:03:45.026 | Investor Pain Points: • Struggles with unstructured data. • Need 00:03:49.483 | for faster, automated decision-making processes. • Desire 00:03:53.619 | for intuitive tools to manage investments collaboratively. Founder 00:03:57.401 | Pain Points: • Difficulty finding investors quickly and effectively. • 00:04:02.348 | Seeking more than funding—mentorship and strategic partners. Design - 00:04:06.876 | 5 Steps: Empathize, Define, Ideate, Prototype, and Test: 00:04:12.309 | User Experience: 00:04:13.679 | User Personas: Empathize - Understanding the User: The personas I created 00:04:18.625 | were based on input from the founder and 00:04:20.412 | design advisor to ensure the platform met user needs. Founder 00:04:24.244 | User Persona - Aria, 32. Aria Mitchell, 00:04:27.939 | Founder & CEO of GreenTech Innovations, seeks not just 00:04:31.721 | capital, but also strategic partners 00:04:34.182 | who can provide mentorship, networks, and growth 00:04:37.131 | opportunities. Investor User Persona - Don, 90. Don Valentine, Founder 00:04:43.101 | & Senior Partner of Sequoia Capital, possesses a keen 00:04:46.444 | eye of identifying market potential and the next tech unicorn. 00:04:50.276 | Empathize - Understanding the User: 00:04:52.711 | Define: Reframing Problem Statement: Define - Clarify User Needs: I reframed the problem 00:04:58.935 | statement based on discussions with the founder and design 00:05:01.790 | advisor: Statement of Opportunity: • Investors need a platform 00:05:06.135 | that automates the conversion of unstructured data into structured 00:05:09.314 | insights and provides collaborative tools 00:05:11.427 | for investment decision-making. Solution Requirements: • AI-powered recommendations for 00:05:17.208 | investors. • Workflow automation to handle unstructured data. 00:05:21.342 | • Collaborative chat interfaces for investor-portfolio 00:05:24.734 | communication. • Intuitive dashboard with 00:05:27.542 | key performance metrics. Define - Clarify User Needs: 00:05:31.721 | Storyboarding: Ideate - Generate Ideas: I developed a storyboard 00:05:36.273 | to map the investor journey, illustrating how Venture 00:05:39.221 | Copilot would reduce manual effort and optimize 00:05:42.007 | decision-making. Storyboard, Venture Copilot. The storyboard showcases an 00:05:47.116 | investor overwhelmed by a large volume of pitch decks from 00:05:50.158 | founders. To manage this efficiently, the investor turns to 00:05:53.803 | Venture Copilot, which offers a streamlined interface 00:05:56.938 | to filter and review information swiftly. The storyboard illustrates 00:06:00.793 | the investor using the platform to make quick decisions 00:06:04.066 | — either passing on a company or moving to the 00:06:06.133 | next steps. Additionally, it features the capability for the 00:06:09.871 | investor to engage with their portfolio companies during downtime to 00:06:13.516 | gain deeper insights into their operations and performance. Ideate - 00:06:17.627 | Generate Ideas: 00:06:18.950 | UI/UX Design: 00:06:20.576 | Wireframes: Prototype - Build Solution Models: During the prototype phase, 00:06:25.963 | I developed wireframes to design the key components of the 00:06:29.027 | user journey. Wireframe, Venture Copilot. Wireframe Key Features: Landing Page, 00:06:35.370 | Venture Copilot. Landing Page - Introduces the platform and 00:06:39.360 | its benefits. Login and Registration, Venture Copilot. Login & Registration 00:06:44.841 | - Quick and simple user onboarding. Tutorial 00:06:47.676 | Page, Venture Copilot. Tutorial Page 00:06:50.901 | - Onboarding guide for first-time users. Chat Interface, Venture Copilot. 00:06:55.963 | Chat Interface - Real-time communication with portfolio companies. AI-Database Builder 00:07:01.768 | 1, Venture Copilot. AI-Database Builder 2, Venture Copilot. AI-Database Builder 00:07:08.109 | 3, Venture Copilot. AI-Database Builder 4, Venture Copilot. AI-Database 00:07:14.145 | Builder - Converts pitch decks into structured data for 00:07:17.186 | easy filtering. Dashboard, Venture Copilot. Dashboard - Displays key performance 00:07:22.875 | metrics and insights. Investor Records, Venture Copilot. Investor Records - 00:07:28.308 | Tracks investment statuses and records. Share Invite, Venture Copilot. Share 00:07:33.417 | Invite - Allows users to invite other investors and founders 00:07:36.830 | to the platform. Profile Page, Venture 00:07:39.733 | Copilot. Profile Page - Users can view and edit their 00:07:43.378 | personal information, investment preferences, and settings. Prototype - Build Solution 00:07:48.951 | Models: 00:07:49.696 | Hi Fi Prototypes: I collaborated with the engineering team to 00:07:53.362 | transform wireframes into high-fidelity prototypes using Figma. These prototypes 00:07:58.471 | ensured that the design aligned with the 00:08:00.190 | technical capabilities of the platform and provided realistic 00:08:03.648 | models for testing. Final Hi-Fi Prototype for 00:08:06.714 | Desktop, Venture Copilot. Final Hi-Fi Prototype for Mobile, 00:08:11.311 | Venture Copilot. Final High-Fidelity Prototype for Desktop and Mobile - 00:08:15.909 | Above are the final high-fidelity prototypes of the "Venture 00:08:18.858 | Copilot" flow. These high-fidelity prototypes provided a 00:08:22.433 | detailed view of the Venture Copilot platform. 00:08:25.337 | Prototype Video Demo: Final Prototype Video Demo - The video showcases 00:08:30.329 | the Venture Copilot flow through the high-fidelity prototype, 00:08:33.719 | covering the landing page, login, 00:08:35.995 | tutorial, chat, database builder, dashboard, investor records, share invite, 00:08:41.916 | and profile management. 00:08:43.471 | User Testing: Test - Evaluate Solution Effectiveness: The demo video 00:08:48.371 | for Venture Copilot was used effectively in user testing by 00:08:51.714 | the founder. It was also featured on 00:08:53.851 | the landing page to introduce potential users to the platform. 00:08:57.520 | Unfortunately, as my internship concluded after four 00:09:00.678 | months, I did not have the opportunity to conduct 00:09:03.697 | further user interviews to refine the user experience 00:09:06.552 | based on broader feedback. Test - Evaluate 00:09:09.687 | Solution Effectiveness: 00:09:11.196 | User Interface: I developed the Venture Copilot user 00:09:14.586 | interface by balancing functional design and 00:09:16.977 | branding, including logo creation, typography styling, color palettes, iconography, and 00:09:23.432 | UI components. Additionally, I designed branded email templates 00:09:27.473 | to ensure consistent communication. I also produced a demo video 00:09:31.653 | using Figma and Adobe Illustrator to 00:09:33.765 | showcase the platform and provide key design assets to the 00:09:37.016 | engineering team for implementation. Post-launch plans include gathering user 00:09:41.405 | feedback and refining the product to ensure it 00:09:43.726 | aligns with Venture Copilot’s mission. Deliver - 00:09:46.699 | Design Thinking: Implement: 00:09:48.675 | Logos: Primary - Venture Copilot, 00:09:51.669 | Primary Logo. Primary Alternate - Venture Copilot, 00:09:55.686 | Primary Alternate Logo. Logo Treatment - Ideal logo 00:09:59.448 | treatment is the standard purple and black logo on 00:10:02.094 | a white background. Alternate treatments include the standard 00:10:05.485 | purple and white logo on a #01062D or #1F1F1F 00:10:10.639 | background. Secondary - Venture Copilot, 00:10:13.962 | Secondary Logo. Logo Treatment - Ideal logo treatment is the 00:10:18.092 | standard purple logo on a white 00:10:19.880 | background. Alternate treatments include the standard purple logo on 00:10:23.851 | a #01062D or #1F1F1F background. Deliver - Design Thinking: Implement: 00:10:31.351 | Typography: Primary: Outfit. Secondary: Bowman 00:10:35.649 | Color Styles: Primary: #01062D, #0C0B0B, #02295F, #2D2D2E. Secondary: #A4A4A4, #2F3075, #595286, 00:10:55.361 | #58595B. Tertiary: #0074FF, #4B5066, #FFFFFF, #939598, #96A4EA 00:11:10.618 | Iconography: Iconography, Venture Copilot. Iconography Creation - The above 00:11:16.305 | picture showcases the created 00:11:18.048 | set of icons I made for the developers to integrate 00:11:20.879 | into Venture Copilot's front-end interface. 00:11:23.596 | Components: Components, Venture Copilot. Components Creation - I designed a 00:11:28.959 | suite of UI components, including buttons, input 00:11:32.282 | fields, labels, dropdown menus, and more, for developers to incorporate 00:11:37.412 | into Venture Copilot's front-end interface. 00:11:40.130 | Branded Email Templates: Branded Email Templates, Venture Copilot. Branded Email 00:11:45.539 | Templates Creation - For the launch of Venture Copilot, I 00:11:49.044 | designed branded email templates to align with its 00:11:51.716 | visual identity and engage potential users and stakeholders. 00:11:55.571 | Next Case Study: Universe - UI/UX, Front-end Development
Role
From May to August, 2023, as a Product Design Intern at Venture Copilot, I led the platform’s UX/UI design for web and mobile. Collaborating with engineers, the founder, and a design advisor, I shaped the branding, visual language, and user personas. I developed features from wireframes to high-fidelity prototypes.
Additionally, I designed branded email communications and created interactive demos using Figma and Adobe Illustrator, supporting user interviews and refining the product to align with Venture Copilot’s mission of innovating venture investment.
Product Designer: Chase Guerin.
AI and Data Science Engineer: Taimur Shaikh.
NLP Engineer: Nick Luo.
Software Engineer: Jonathan Alvares.
Founder: Paritosh Kulkarni.
Design Advisor: Sanjay Shamdasani.
4 months, (May 2023 to Aug 2023)
Product Design, Branding & Identity, UI/UX Design, User Flows, Site Mapping, Wireframing, User Personas, Competitive Analysis
Figma, Adobe Illustrator
Venture Copilot is an AI-driven SaaS web app designed to supercharge the early-stage venture investment process.
It integrates intelligent automation and AI-powered insights, drastically cutting the time and effort required to evaluate each deal. With features like workflow management, AI-based recommendations, and multilingual support, Venture Copilot transforms the complex investment landscape into an accessible, efficient, and intuitive experience.
The platform ensures data security and privacy, empowering investors to navigate the vast startup ecosystem with confidence. With automated data analysis, it offers a streamlined approach to finding and investing in the next big opportunity.
Challenge Early-stage venture investors must navigate millions of startups seeking funding, resulting in information overload. They need to sift through unstructured data from pitch decks, financial reports, emails, and projections, making it difficult to identify valuable opportunities efficiently. Current tools are fragmented and time-consuming, leading to delayed decisions and missed opportunities.
To create a platform that streamlines the investment process by automating data handling and providing AI-powered insights, allowing investors to focus on decision-making instead of manual tasks.
I proceeded to perform a SWOT analysis. This step was essential in the preparatory phase, allowing me to systematically assess potential strengths, weaknesses, opportunities, and threats before developing Venture Copilot.
Venture Copilot enhances venture capital deal evaluations with its AI-driven capabilities and robust data security, positioning itself strongly in a growing market for automation tools. Unlike competitors like Affinity, which focus heavily on data analytics and CRM, Venture Copilot provides a more targeted approach to streamlining investment processes. Opportunities lie in expanding global outreach and further integration with investment platforms, while threats include stiff competition from established players like Dynamo Software and emerging AI technologies.
Due to time constraints, I leveraged insights from the founder and design advisor, both experienced investors and entrepreneurs.
Investor Pain Points
• Struggles with unstructured data.
• Need for faster, automated decision-making processes.
• Desire for intuitive tools to manage investments collaboratively.
Founder Pain Points
• Difficulty finding investors quickly and effectively.
• Seeking more than funding—mentorship and strategic partners.
The personas I created were based on input from the founder and design advisor to ensure the platform met user needs.
Founder User Persona
Investor User Persona
I reframed the problem statement based on discussions with the founder and design advisor:
Statement of Opportunity
• Investors need a platform that automates the conversion of unstructured data into structured insights and provides collaborative tools for investment decision-making.
Solution Requirements
• AI-powered recommendations for investors.
• Workflow automation to handle unstructured data.
• Collaborative chat interfaces for investor-portfolio communication.
• Intuitive dashboard with key performance metrics.
I developed a storyboard to map the investor journey, illustrating how Venture Copilot would reduce manual effort and optimize decision-making.
The storyboard showcases an investor overwhelmed by a large volume of pitch decks from founders. To manage this efficiently, the investor turns to Venture Copilot, which offers a streamlined interface to filter and review information swiftly. The storyboard illustrates the investor using the platform to make quick decisions — either passing on a company or moving to the next steps. Additionally, it features the capability for the investor to engage with their portfolio companies during downtime to gain deeper insights into their operations and performance.
During the prototype phase, I developed a site map to define the overall structure of the app, created a user flow to map out key user pathways, and then designed wireframes to build the main components of the user journey.
Wireframe Key Features
Landing Page Introduces the platform and its benefits.
Login & Registration Quick and simple user onboarding.
Tutorial Page Onboarding guide for first-time users.
Chat Interface Real-time communication with portfolio companies.
AI-Database Builder Converts pitch decks into structured data for easy filtering.
Dashboard Displays key performance metrics and insights.
Investor Records Tracks investment statuses and records.
Share Invite Allows users to invite other investors and founders to the platform.
Profile Page Users can view and edit their personal information, investment preferences, and settings.
I collaborated with the engineering team to transform wireframes into high-fidelity prototypes using Figma. These prototypes ensured that the design aligned with the technical capabilities of the platform and provided realistic models for testing.
Final High-Fidelity Prototype for Desktop and Mobile
Above are the final high-fidelity prototypes of the "Venture Copilot" flow. These high-fidelity prototypes provided a detailed view of the Venture Copilot platform.
Final Prototype Video Demo
The video showcases the Venture Copilot flow through the high-fidelity prototype, covering the landing page, login, tutorial, chat, database builder, dashboard, investor records, share invite, and profile management.
The demo video for Venture Copilot was used effectively in user testing by the founder. It was also featured on the landing page to introduce potential users to the platform. Unfortunately, as my internship concluded after four months, I did not have the opportunity to conduct further user interviews to refine the user experience based on broader feedback.
I developed the Venture Copilot user interface by balancing functional design and branding, including logo creation, typography styling, color palettes, iconography, and UI components. Additionally, I designed branded email templates to ensure consistent communication. I also produced a demo video using Figma and Adobe Illustrator to showcase the platform and provide key design assets to the engineering team for implementation. Post-launch plans include gathering user feedback and refining the product to ensure it aligns with Venture Copilot’s mission.
Primary
Logo Treatment
Ideal logo treatment is the standard purple and black logo on a white background. Alternate treatments include the standard purple and white logo on a #01062D or #1F1F1F background.
Secondary
Logo Treatment
Ideal logo treatment is the standard purple logo on a white background. Alternate treatments include the standard purple logo on a #01062D or #1F1F1F background.
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Outfit
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AaAaBbCcDdEeFfGgHhIiJjKkLlMmNnOoPpQqRrSsTtUuVvWwXxYyZz
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Bowman
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AaAaBbCcDdEeFfGgHhIiJjKkLlMmNnOoPpQqRrSsTtUuVvWwXxYyZz
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#01062D
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#02295F
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#A4A4A4
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#595286
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#FFFFFF
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#939598
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#96A4EA
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Iconography Creation
The above picture showcases the created set of icons I made for the developers to integrate into Venture Copilot's front-end interface.
Components Creation
I designed a suite of UI components, including buttons, input fields, labels, dropdown menus, and more, for developers to incorporate into Venture Copilot's front-end interface.
Branded Email Templates Creation
For the launch of Venture Copilot, I designed branded email templates to align with its visual identity and engage potential users and stakeholders.
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Venture Copilot
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Universe
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Guerin New York
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Year Visualized
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Abolish
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Digitip
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Ln Huis
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Core
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Project X
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Chase Guerin
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Zoom University
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Omni
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Theia