Back

AI Investor Matching Platform

Designed a platform that helps founders discover investors and manage outreach through AI generated matches.

Role

Lead UX Designer

Team

Founder, engineers, account managers

Timeline

Startup product phase

Scope

Lead UX Designer

Goal

Founder, engineers, account managers

Project Context

Fundraising is one of the most time consuming processes for startup founders. Identifying relevant investors requires hours of manual research across multiple databases and websites.

The goal of AIRA was to create a centralized platform that helps founders:

Discover investors that align with their company profile

Prioritize outreach using AI driven matching

Manage investor conversations in one place

Replace fragmented workflows with a structured fundraising pipeline

As the lead UX designer, I was responsible for designing the end to end product experience including onboarding, investor discovery, outreach workflows, and the investor tracking dashboard.

Add image suggestion: Product architecture or ecosystem diagram.


The Problem

Founders face several challenges when raising capital.

Founders spend weeks researching investors across multiple platforms

Cold outreach has low response rates because founders often contact investors who are not a good fit

Founders struggle to determine which investors invest in their stage, geography, or industry

Existing investor databases are often outdated or difficult to navigate

These challenges slow down fundraising cycles and create unnecessary friction for founders who need to focus on building their businesses.

Add image suggestion: Problem diagram showing fragmented investor research workflow.


Users

The platform serves two primary user groups.

Startup Founders

Early stage founders seeking funding who need to identify relevant investors and manage outreach.

Investment Firms

Advisory firms or investment groups that raise capital on behalf of multiple startups and need tools to manage investor pipelines efficiently.

Add image suggestion: Persona cards for founders and investment firms.


Research

To understand how founders currently discover investors, I analyzed several existing platforms including:

OpenVC

Foundersuite

Metal

User research and product analysis revealed several usability gaps.

Key Insights

The outreach workflow was often unclear and fragmented across tools

Investor match lists were difficult to interpret due to cluttered UI

Founders were often unsure what action to take next after generating investor results

These insights helped shape a more guided product experience for AIRA.

Add image suggestion: Competitive analysis table.


Design Challenge

Designing an AI driven investor platform presented several UX challenges.

Building Trust in AI Recommendations

Users needed to understand why investors were matched to their startup.

Handling Incomplete Founder Profiles

Matching quality depends on profile data, but founders may not always provide full information during onboarding.

Simplifying Complex Investor Data

Investor profiles contain multiple attributes such as industry focus, stage, geography, and past investments. This data needed to be presented in a way that was easy to scan and compare.

Add image suggestion: UX challenge diagram.


Product Decisions

AI Driven Investor Matching

The core feature of the platform uses AI to match founders with investors based on startup attributes including:

Startup stage

Industry

Funding amount

Traction

Geography

Founder LinkedIn profile data

Each investor receives a match score that indicates the strength of the fit between the founder and the investor.

This scoring system helps founders prioritize outreach and focus on the most relevant investors first.

Add image suggestion: Match score UI example.


Guided Onboarding

Because investor matching relies heavily on accurate data, onboarding was designed to guide founders through creating a detailed startup profile.

The onboarding flow collects structured information about the company while also pulling data from the founder’s LinkedIn profile.

This approach reduces friction while improving match quality.

Add image suggestion: Onboarding flow screens.


Investor Discovery

In addition to AI matches, users can browse the investor database using filters such as industry, stage, and geography.

This supports founders who want to explore investors beyond the AI recommendations.

Add image suggestion: Investor database interface.


Outreach Workflow

Once founders identify potential investors, they can initiate outreach directly from the platform.

The outreach flow allows users to:

Select investors from their match list

Configure email campaigns

Send outreach messages

Track responses

This replaces manual email tracking and fragmented workflows.

Add image suggestion: Outreach setup interface.


Investor CRM and Tracking

Fundraising often involves managing dozens of investor conversations simultaneously.

To help founders stay organized, AIRA includes a built in investor tracking dashboard that functions similarly to a CRM.

Users can:

Track investor interest levels

Monitor outreach responses

Manage their fundraising pipeline

Add image suggestion: CRM style pipeline dashboard.


Key Flows

The core product experience consists of five main workflows.

Create startup profile

Generate AI investor matches

Browse investor database

Send outreach emails

Track investor interest and fundraising pipeline

The platform also includes pitch deck analysis to help founders refine their investor materials.

Add image suggestion: User journey flow diagram.


Design System and UI

The interface was built using components from shadcn UI, allowing the development team to build the product efficiently while maintaining design consistency.

The platform was designed desktop first since fundraising workflows often involve reviewing large datasets and managing multiple investor profiles.

Add image suggestion: UI component examples.


Results and Impact

The platform helped founders streamline their fundraising process.

Product Impact

Founders were able to contact investors faster

Outreach response rates improved due to better targeting

Fundraising cycles became more efficient

User Feedback

The product received positive feedback through video testimonials from founders who highlighted:

Ease of use

Clear investor matching

Faster investor discovery

Some success may also be attributed to the platform’s account managers and support team who assist founders during the fundraising process.

Add image suggestion: Metrics or testimonial screenshots.


Reflection

Designing AIRA provided valuable insights into building AI driven SaaS platforms.

If I were to continue evolving the product, I would focus on:

Experimentation and Optimization

Running A B tests to evaluate different onboarding flows, match presentation formats, and outreach workflows.

AI Transparency

Improving how the platform explains why specific investors are recommended.

Fundraising Insights

Adding analytics that help founders understand investor engagement trends and optimize outreach strategies.

Add image suggestion: Future roadmap concepts.

Designed By KeyQlix

Designed By KeyQlix

Designed By KeyQlix