FORTESZA • FINTECH SaaS • 2023
In 2024, seed-stage Fortesza brought me on to transform their web MVP; streamlining onboarding, demystifying complex credit workflows, and building a design system that could scale as their SaaS grew.

ROLE
Solo Product Designer (UX, UI, pitch deck visuals.)

CHALLENGE & DISCOVERY
Founders were juggling 20+ spreadsheets and investors complained of no clear narrative. Usability tests showed 80 % of user time lost to manually formatting KPIs.

APPROACH
→ Drag-and-drop builder: Created an interactive data-room builder with auto-formatted KPI blocks.
→ Investor previews: Added shareable links with read-receipt tracking to boost transparency.
→ Usability for long sessions: Designed dark-mode-friendly financial tables to reduce fatigue during deep-dive reviews.

OUTCOME
The revamped flow cut onboarding time by 40 % and slashed investor file errors by 70 %. Within three months, Fortesza’s pilot cohort locked in a US $1.2 M seed round-proof that clear processes and polished visuals can turn scattered data into a compelling investment story.