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.


The process of assessing potential investments can happen over many months and, sometimes, years. Often, it is difficult to recall or contextualize interactions in each step of the deal. Stray notes on paper, in emails or texts can lose meaning over time.

Our team was tasked with coming up with a feature to help our users quickly take notes and contextualize them.

Understanding User Goals

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