DealDoc is a workspace for investment teams


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


A deal overview page with relevant visual hierarchy


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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
Thanks for watching !
9 likes · 218 views · May 19, 2025
Designed a clean interface and dashboard for DealDoc's investment workspace.
Timeline
Mar 21, 2025 - May 19, 2025