FundLife.ai
We created FundLife.ai to reduce the time to draft, collaborate, and approve fund documents. I worked on this project as part of my internship at Hibernia Venture Labs in collaboration with the FundLife.ai shareholders. The product team which consisted of myself and two others, were tasked with figuring out the pain points of fund lawyers and the process of drafting and approving fund documents. Within the three months we had worked closely with employees at Arthur Cox and Maples to identify what was causing these documents to take months to approve. I then created wireframes, carried out testing, and I then created the brand guidelines as we needed to show investors the product.
Reduce labour cost, enhance productivity, decrease review time.
Working with a client who is part of the fund industry gave us an opportunity to talk with employees at leading firms such as Maples and Arthur Cox. We conducted workshops with the client and employees to understand their workflow and identify where in the process delays can happen. These workshop also gave me an insight into what our audience was looking for in terms of marketing materials, this helped guide me to create the branding for the product.
AI Powered SaaS Solution
We leveraged AI to enable advanced document creation directly on the platform. This reduces the amount of labour and time spent drafting documents. The AI agent follows the firms pre determined criteria and guides the team throughout the client interactions & fund structuring process.
Update All Documents With One Click
To address the problem managers were facing of approving prospectuses that were being piled up on their desk, we implemented an update all button within the platform.
Advanced Stakeholder Collaboration
The platform needed to offer everyone the ability to access the documents. To do this we created multiple users that managers could assign to employees, giving different permissions to different users and changing what the user saw based on what their position is.
Final Design
The new onboarding turned drop-off into sign-up. By designing for clarity, tone, and ease, we created an experience that users actually enjoyed—and that paid off in retention and loyalty.