Overview

An AI-powered platform to help PE and VC firms streamline deal flow, due diligence, and portfolio monitoring—all in one integrated workspace.

With Fundrev, investment teams can:

✅ Quickly filter, evaluate, and track deals

✅ Speed up due diligence with smart data analysis and AI-generated insights

✅ Monitor portfolio performance and automate recurring reports

Unlike traditional CRMs and monitoring tools that rely on hours of manual data input, Fundrev uses AI-driven workflows to support decision-making.

Fundrev is proud to be trusted by top-tier investors managing over $5B in AUM across Private Equity and Venture Capital.

Fundrev Teaser_3.mp4

About the Product

At Fundrev.ai, I contributed to the design of two transformative products aimed at improving the private markets experience:

• Marketplace and Deal Flow Management for Companies and Investors:
  • Streamlines fundraising, investor relations, and M&A opportunities.
  • For companies: Provides tailored investor recommendations, centralized reporting, and end-to-end M&A support.
  • For investors: Simplifies deal discovery, portfolio management, and liquidity solutions.
• Due Diligence and Portfolio Monitoring for Investors:
  • Helps investment teams efficiently manage deal flow and due diligence processes.
  • Utilizes AI-driven workflows for quick deal filtering, evaluation, and tracking.
  • Automates portfolio performance monitoring and generates insightful reports for institutional investors.

As the founding product designer, I focused on delivering user-centered solutions that created seamless, intuitive experiences for companies and investors navigating the private market ecosystem driving $15K in revenue and a potential ARR of $50K from the first two pilot customers.

User Persona