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Clade:
Investor & Fundraiser Collaboration /
GenAI & Automation Features

Responsibilities:  I was brought in to lead the design efforts in enhancing the platform’s quality and usability, particularly during the critical transition from the MVP phase to a fully live customer-facing product, adding differentiating new GenAI features.

Role:
Staff Product Designer
Business Impact:
– AI Analysis Features
– Upgrade the Design System
– Brand Enhancement
Company:
Clade
Skills:
– Interaction & Visual Design
– Design Systems
– Developer Handoff

Project Overview

Context and Challenge: At Clade, our goal was to enhance the platform to better connect fundraisers with relevant investors, addressing the inefficiencies and barriers in traditional fundraising processes. Fundraisers often struggled to reach the right investors, leading to missed opportunities and inefficiencies. The challenge was to create a system that not only streamlined this process but also added value through advanced data insights, assimilation of data with AI when possible, and building up investor communities.

Approach: To tackle these challenges, we undertook an extensive exploration of various concepts and technologies. Our team experimented with numerous ideas, particularly in leveraging AI to analyze data and provide predictive recommendations. This involved significant trial and error, as we sought to identify the most effective solutions. Not all ideas made it to the final product, but this iterative process allowed us to refine our approach and focus on what truly added value for our users.

Outcome: We launched many features such as Dashboards, AI News & Jobs, Communities, enhanced Events/Webinars and other features. However, this cases study focuses primarily on the AI Analysis features.

Clade: Fundraiser & Investor Collaboration Platform

Clade allows users to do the following:

  • GP Funds are discoverable by LPs
  • Fund Research and Analysis
  • Community
  • Workspaces

Setting up an AI Fund Analysis Report

  • The user will add a set a documents for a single Fund for Analysis
  • Data is extracted from the documents under preset prompts
  • A chatbot is available to ask questions about the documents

AI Report View and Evaluation

  • With the analyzed fund you can generate a summarized report
  • The UI will highlight sources, conflicts between documents, and hallucinations
  • You can review and evaluate documents in-situ

Setting up a More Complicated Fund Comparison

  • You can also compare funds against each other
  • You list the funds (as Workspaces) you want to compare in the setup menu
  • You can add additional documents when setting up the comparison project
  • The fund packages are also compared against a few prompts.
  • You can make a report similar to the single fund analysis

Adding Details on Funds for Comparison

  • Fund comparisons can be quite complex, so there is flexibility with adding additional documentation

Concepts: Extracting Data from Emails, Pitches and Other Materials for Investors

 
 
 
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  • Investors have access to fundraiser pitches in clade
  • They filter pitches to find the right pitches that are in their wheelhouse of knowledge.
  • They can preview the pitches.
  • They can add these pitches to workspaces, and then add them to your AI research

Fund Workspaces and Task Creation

  • Investors can add funds to Workspaces for review
  • For due diligence, the user can create tasks that guide them through the review process.

Additional Projects:

Josh Butler: Designer. Made in NYC. Always a Work in Progress.