Pro-Forma

Quickly and easily create a comprehensive pro forma financial model and capital raise forecast that is “investor-ready” and helps you pass the rigorous angel investor and venture capital due diligence process

Project Description

The project involved redesigning a financial modeling tool with capitalization table capabilities from an Excel spreadsheet format into a modern, user-friendly SaaS application. The goal was to simplify the user experience while maintaining the complexity and depth of the financial calculations and data presentation.

    • User Flows

    • Interactive Prototype

    • UI/UX Design

    • Wireframing & User Flows

    • Interactions & Visuals

    • Owner: Eagle Venture Lab

    • Duration: 10 months

  • Fort Worth, TX | Remote

Objectives

  • Transform the Excel spreadsheet into a user-friendly web application.

  • Maintain the integrity and depth of financial data.

  • Enhance the user experience with simplified input methods and improved data visualization.

  • Ensure scalability and flexibility for future updates and additional features.

  • Simplified input fields for complex financial data.

  • Intuitive navigation to guide users through the financial modeling process.

User-Friendly Interface

  • Dynamic charts and graphs for clear and attractive financial data presentation.

  • Real-time updates reflecting changes in inputs.

Data Visualization

  • Detailed cap table with scenario simulation capabilities.

  • Easy-to-read visual representation of equity distribution.

Capitalization Table Management

Design Process

1. Research and Discovery

  • User Interviews: Conducted to understand pain points and requirements from the existing Excel solution.

  • Competitive Analysis: Analyzed competitor applications to identify industry best practices.

2. Wireframing and Prototyping

  • Wireframes: Created low-fidelity wireframes to outline the basic structure and flow.

  • Prototypes: Developed high-fidelity prototypes to refine the user interface and interactions.

3. User Testing and Feedback

  • Usability Testing: Conducted sessions with target users to gather feedback on prototypes.

  • Iterative Improvement: Refined design based on user feedback.

4. Visual Design

  • Visual Design: Developed a clean, modern design with a focus on usability and clarity.

  • Brand Consistency: Ensured design consistency with the client’s branding guidelines.

5. Development Handoff and Support

  • Design Documentation: Created detailed documentation and style guides for the development team.

  • Ongoing Support: Provided support during the development phase to ensure design fidelity.

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