2025 Apr
Presenting waterfall analysis insights via UX/UI solutions
Elevating B2B fintech product with analytical approach
My role
UX design
UI design
Deliverables
Propose a waterfall analysis tool for venture capital investment for a B2B Fin-tech product
Challenges
Learn venture capital investment knowledge
Visualise complex analysed data
Project process
1
Research and understand product requirements
2
Write use cases
3
Create a site map and wireframes
4
Create colour schemes and prototypes
Verifying product requirements
A tool applied to venture capital investment
In April 2025, a B2B fintech company sought design inspiration for their newly launched waterfall analysis tool. This feature enables venture capital investors and fund managers to evaluate both current and potential values of invested funds, providing insights for investment decision-making.
A tool to do complex calculation and analyse proceeds
In general, a fund manager can have a few funds invested in different share classes and probably along with special priority and multiples, which makes the calculation quite complex. The pain point of doing waterfall analysis is to wade through piles of listed data and their accompanying charts and tables.
The deliverable for the task is thus to simplify the informative process, visualise the analysed data and make it easier to verify and compare the proceed numbers of different funds.
Writing use cases
Users can provide information for proceed calculation
Users can have an overview on the proportion of proceeds in different Exit scenarios
Users can compare the proceeds of share classes in different Exit scenarios
Users can compare the proceeds of their funds(vehicles) in different Exit scenarios
Users can provide information for proceed calculation
by inputting the required fund info (share class,liquidation preference, number of shares outstanding) , relevant required/optional info (round price per share, seniority, conversion ratio and liquidation multiple, participation cap multiple)
by inputting total exit value for different scenario
Users can click CTA:manage funds and vehicles to find input fields in a popup to fill out required info
Users can click CTA to edit existing/default data
by clicking clear data on setting page, user can start another analysis
by clicking analysis record, user can check the historical analysis
Users can have an overview checking the proportion of proceeds in different Exit scenario value
Proceeds are to be presented with texts and charts:
Chart 1:
x-scenario, y-proceed percentage
when each bar is hovered, show the percentage distribution of series
toggle preference/common
while mouse moving it, a tooltip can show details
Users can compare the proceeds of share classes in different Exit scenario value
Users can compare the proceeds of their funds(vehicles) in different Exit scenario value
Chart 2:
x-scenario, y-value, bar-value distribution to share classes
when each class unit is hovered, show the distribution of funds
while mouse moving it, a tooltip can show details
Chart 3:
x-scenario, y-value, bar-value distribution to fund/vehicles
when each fund/vehicle unit is hovered, show the distribution of share classes
while mouse moving it, a tooltip can show details
Text in table:
Users can choose to find distribution details with the view of share classes or fund/vehicles based on scenarios
Chart 4:
next to table, reflecting the data in table to view the changes of proceeds while changing scenarios
while mouse moving it, a tooltip can show details
Mapping the service & wireframing
Prototyping
Takeaways
AI tools in use to improve efficiency of UX/UI work
LM and Claude were as assistants helping me to quickly pick up necessary background knowledge of venture capital investment. Claude and Lovable were used to discover possible solutions of waterfall analysis tool to verify if my solution is complete enough. Also, all the fake data was created by Claude, which made the design more realistic.
Consideration about accessibility in fintech product
I might consider how to improve the accessibility without just creating a mode for visually impaired users. This would be a challenge for this design as the monochromic colour scheme is quite colour dependent and most of them have similar contrast. If I had the chance to be involved in the real project of the product, I would have checked the actual needs of the users and the available resources to improve the accessibility from the beginning.