M&A

Kat Guzman

Illustrator
Product Designer
Design Systems
An operative system for the private market dealmaking industry.
Private market dealmaking is a complex industry that operates with unsophisticated tools, making the workflow inefficient inside a market that moves quickly in business operations and strategies, however, technology does not follow the same speed and has shown inability in adapting to different business logic approaches.
Finalis efforts are invested in building an operating system that considers, in every feature and improvement, that each deal is different and unique, no matter the size, the market or type of transaction, giving dealmakers the freedom of customizing their deal execution as much as possible while giving them structure and order, providing them the space to improve business strategies.
On conversations with investment bankers, lawyers, attorneys, and entrepreneurs, we noticed that their teams were spending near 40% of their time in low-value tasks, like keeping track of emails and centralizing information from extensive data sets, calls and meetings. Having different streams of communication is a common issue in the industry, often dealmakers operate in long-chain emails, cloud storage solutions, confidential documents, and phone calls, which makes visibility of decision making hard to keep track of.
We design around these issues by providing our users an environment in which they can create a deal and start receiving questions from the counterpart with the ability to categorize them, attach documents and have an internal conversation about each question, allowing them to keep track of all activity on the same context.
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