UI/UX Design for DealDoc's Investment Workspace

Raksha T

Verified

DealDoc is a workspace for investment teams

The before --> After of the dashboard
The before --> After of the dashboard
“Too many clicks, too many tabs, no idea what’s going on at a glance.”
My job was to make this messy, multi-source process feel calm, navigable, and sharp for people who are already juggling 10 deals at once.
An AI powered smart search page for locating what's relevant - quickly
An AI powered smart search page for locating what's relevant - quickly
A deal overview page with relevant visual hierarchy
A deal overview page with relevant visual hierarchy

What I Took On

Designed a clean, minimal interface that respected mental load (no visual clutter, no over-design)
Built a dashboard system that surfaces: → Active deals, → Ongoing tasks, → Recent changes, → AI suggestions
Created scalable UI components for deal notes, updates, tasks, document trails, and team mentions
Defined states, empty flows, placeholder logic, permissions, microcopy, and layout rules for dev handoff
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Posted May 19, 2025

Designed a clean interface and dashboard for DealDoc's investment workspace.

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Timeline

Mar 21, 2025 - May 19, 2025

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