To comply with my non-disclosure agreement, I have omitted confidential information in this case study. The information supplied in this case study is my own and does not necessarily reflect the views of DealMTRX.


DealMTRX is on a mission to provide a seamless end-to-end workflow experience for private equity firms to work on potential investment projects. This process requires detailed organization and communication between parties. We were tasked with reimagining the information exchange cycle.

Throughout this process, there is a need for the lenders (the companies being asked to fund a project) to request additional information. In this case study, I explore how the design, business, and engineering teams collaborated to create a more usable & optimized user experience from the minimum viable product (MVP) we had already built.

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