FORTESZA • FINTECH SaaS • 2023
In 2023, seed-stage Fortesza partnered with Morcio to transform their web MVP—streamlining onboarding, clarifying complex credit workflows, and building a scalable design system to support SaaS growth.
ROLE
Product Design (UX, UI, pitch deck visuals)
CHALLENGE & DISCOVERY
Founders were managing more than 20 spreadsheets, while investors noted the absence of a coherent narrative. Usability tests revealed that 80% of user time was lost to manually formatting KPIs.
APPROACH
→ Drag-and-drop builder: Designed an interactive data-room builder with auto-formatted KPI blocks.
→ Investor previews: Introduced shareable links with read-receipt tracking to increase transparency.
→ Usability for long sessions: Developed dark-mode-friendly financial tables to reduce fatigue during deep-dive reviews.
OUTCOME
The new flow reduced onboarding time by 40% and cut investor file errors by 70%. Within three months, Fortesza’s pilot cohort closed a US $1.2M seed round—proof that clear processes and polished visuals can turn scattered data into a compelling investment story.
Project Type
Commercial
For
REAL ASSETS DEVELOPMENT CORP, S.A.
Year
2024