DealMaker icon

DealMaker

Capital raise management and investor relations platform.

Homepage includes key metrics and items requiring attention

Homepage includes key metrics and items requiring attention

Simplified navigation and improved data tables

Simplified navigation and improved data tables

New item display format

New item display format

New mobile first checkout

New mobile first checkout

DealMaker is a platform that has helped companies raise over $2B in crowdfunded capital. Their rapid growth revealed two key issues: a complex checkout process and a confusing admin dashboard.

Initially aimed at seasoned investors, its growing user base of novices struggled with the investment checkout process. As the sole product desiger, I consolidated the paperwork-like experience into an modern ecommerce checkout, which improved conversion rates by around 60% and boosted the average order value by roughly 15%.

On the administrative side, the dashboard had become a tangled set of tools, forcing clients to rely heavily on customer support and custom excel reports using csv exports. We reorganized the dashboard making it easy for users to independantly find, and act on, information. This reduced incoming support tickets and onboarding time.

By redesigning both the checkout and the admin dashboard, DealMaker became more accessible to all investors and companies seeking to raise capital, playing a key role in securing the company's first enterprise clients.

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