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Product Design / Networking · 2023

InvestorPrism

Turning a multifamily deal board into a professional network that connects GPs with LPs

Type
Industry Design Project (Capstone)
Role
UX/UI Designer
Client
Tony Tamales, InvestorPrism
Team
Tyler Yong, Stas
My scope
My Network · Profile · Home Dashboard
Tools
Figma
InvestorPrism — product
10 → 5My Network tabs, consolidated
6Connection-card concepts explored
3Profile iterations to the final
3Investor roles designed for: GP, Co-GP, LP

InvestorPrism is a platform where multifamily and commercial real estate syndicators advertise capital raises. For my Springboard Industry Design Project, our team worked with client Tony Tamales to add what the product was missing: a LinkedIn-style social layer, so general partners (GPs) could find co-sponsors and limited partners (LPs), and investors could judge who they were trusting with their money.

Multifamily deals run on relationships. The product only had listings.

In a syndication, a GP finds and runs the property, co-GPs help carry it, and LPs put in passive capital. Every one of those decisions comes down to the same question: do I trust this person?

InvestorPrism already let sponsors post deals and let investors browse them. What it couldn't do was help people find each other, see who they had in common, or start a conversation about working together. Tony wanted InvestorPrism to become the place those relationships formed — closer to LinkedIn than to a listings site.

InvestorPrism — project imagery
Placeholder built from the project's own property imagery. Final screen exports to follow.

Auditing the existing product.

The file started with the existing mockups: sign-up, a deals home, a flat profiles grid, a profile page, search, and deal posting. I reviewed them against the one job the client cared about — helping the right people connect.

Existing product
  • Home (Deals) — a list of live deals, nothing personal

  • Profile — deals, reviews and contact info, but no connections

  1. Critical

    No way to find the right people.

    "Profiles" was one flat grid of cards with a name, a rating, and a bio. You couldn't narrow it to GPs, LPs, or sponsors in your market.

    How I solved it

    Designed My Network: a dedicated space with views for All Connections, Near You, GPs, LPs, and Co-GPs, plus search.

  2. Critical

    Profiles showed deals, not relationships.

    A profile listed deals and reviews, but nothing about who the person already knew or had worked with.

    How I solved it

    Added connection and mutual-connection counts to the profile header and every card, so trust signals appear before the first message.

  3. Major

    Wanting to co-sponsor was a line of text.

    "Will Co-GP / Co-Sponsor" sat on the profile as a label, with no way to act on it.

    How I solved it

    Made co-GPs a view of their own in My Network, and a "Requests to Co-GP" inbox in messaging (designed by Stas) so the intent turns into an action.

  4. Major

    Home didn't know who you were.

    Every user landed on the same list of deals, whether they were raising capital or looking to invest.

    How I solved it

    Designed a Home Dashboard around the user: their markets, closed deals, AUM, connections, followers and profile views, beside a feed and recommendations.

Skills used — Product audit · Stakeholder goals

Ten tabs became five.

My first version of My Network mirrored every way a user might slice their contacts. It was complete — and nobody could tell where to click.

Version 1 — 10 tabs

All connections, Near You, GP, LP, Co GP, Co Sponsors, Syndicators, Favorites/Shortlist, Following, Followers. Several were the same group under two names, and three were about social activity rather than deal roles.

Final — 5 views

All Connections, Near You, GPs, LPs, Co-GPs. Syndicators folded into GPs, co-sponsors folded into Co-GPs, and follow lists moved off the main row, so each view maps to one real role in a deal.

How should people be grouped in My Network?

One tab per label users might use (10 tabs)
A single list with a filter panel
A few views that match roles in a syndication deal

Why: Syndicator and GP, co-sponsor and co-GP describe the same people. Grouping by deal role gave each tab a clear reason to exist, and put the question a user is actually asking — who can I raise with, invest with, or partner with? — in the tabs themselves.

My Network, final views · 6 · drag or scroll
Version 1 — ten tabs
All Connections
Near You
GPs
LPs
Co-GPs

Skills used — Information architecture · Navigation design

What should you know before you connect?

The card is the unit of the whole network, so I explored six designs before committing. Each carried the same content — name, business city, role badges, follower count, deals closed, a short description, and mutual connections — and I brought them to the team and client asking which balance worked best.

Role first

GP, Co-GP and LP badges sit next to the name, so you know how someone fits a deal at a glance.

Proof over bio

Deals closed and mutual connections carry more weight than a self-written description, so they get the stronger visual position.

One clear action

Connect is primary; message, share and unfollow live in a "more" menu so a grid of cards doesn't become a grid of buttons.

Connection card explorations
Six card concepts for the Connections page. Placeholder until exports are added.

Skills used — Component design · Design exploration · Client presentation

A profile that answers "can I trust this sponsor?"

Profile went through three versions. Version 2 added everything an investor might want and grew to 6,340px tall. Version 3 cut it back to what investors actually use to decide, and the final landed at 4,180px — about a third shorter, with more signal.

  • A header with role badges, location, connections and mutuals, and contact information
  • Experience as numbers: year of first GP deal, deals led as GP, deals led as LP, deals invested passively
  • Active Offerings and Current Investments, so an LP can see what the sponsor is raising now and what they're already in
  • A section menu (General info, About, Experience, Active Offerings, Current Investments, Social links) that jumps within the page
  • Premium detail behind a Gold Badge, supporting the client's subscription model
Profile — final

Skills used — Content prioritization · Iterative design

Home, built around the person logging in.

The dashboard puts the user's own standing on the left — markets of interest, property type, closed deals, AUM, connections, followers and profile views — the feed in the middle, and recently viewed and recommended people on the right. A sponsor raising capital and an LP browsing opportunities each land on something that's about them.

Final screens
  • Home Dashboard

  • Profile

  • Messages: Requests to Co-GP (Stas)

Skills used — Dashboard design · Personalization

From a listings site to a network.

  • A My Network area organized by deal role, cut from ten tabs to five
  • A connection card designed around trust signals, chosen from six explorations
  • A profile rebuilt around track record and live offerings, a third shorter than its longest version
  • A personal Home Dashboard in place of a one-size-fits-all deals list
  • A component library and handoff file for the client's developers

What I learned.

Complete isn't the same as clear

My ten-tab network covered every case and helped no one. Grouping by what people do in a deal, not what they're called, was the turning point.

Design for trust, not just information

In a market where people wire six figures to a sponsor, mutual connections and a real track record matter more than any bio. That shaped every card and profile decision.

Share the options, not just the answer

Bringing six card concepts to the client made the trade-offs visible and turned feedback into a conversation about priorities instead of taste.