Challenge
Most startups and scale-ups need financial models to show the potential investors how they will generate revenue, build a team and budget expenses. This is traditionally done in spreadsheets and have a huge learning curve, especially for those who don't have a finance background.
Canaree, a SaaS startup, helps such businesses to manage their finances better. The platform lets users, mostly founders or CEOs, to create financial models that they can then share with investors.
The goal of the project was to speed up the process of creating a financial model, but also simplify the workflow. Not only that, ready-made templates for SaaS, Marketplace & E-commerce and an ability to choose a pricing models help users create their models in minutes. The platform is a budgeting software but smarter in that it generates automatic financial advices that users can easily understand by comparing their data with industry benchmarks.
Project
Objective
1. Design a web application to create financial models, intelligent advice and dashboard.
2. Design a responsive marketing website
Target users
Startup and scale-up founders / CEOs
Tools
Pen and paper, Sketch, Webflow
Reflection
Working at Canaree, a Fintech startup, has given me a valuable experience. User research to discover the user needs and define the right problems to solve, suggesting feature set and priorities that directly impacts the KPIs i.e. business goals and crafting experiences that were both useful but also beautiful.
Furthermore, I was able to help Canaree successfully launch the product and then to paying customers.
