Anaxago : Managing a private equity portfolio

•

Managing a private equity portfolio

Anaxago is one of the leading crowdfunding french platform. Founded in 2012, It has over 70.000 investors, and it has raised over 50 millions euros. Branding guidelines existed, but no structured user experience was present. By the beginning of 2016 the website had aged poorly, so a redesign was a due, to better serve the growing user base and reflect their position as a market leader.

Due to extensive legal requirements, the user has to submit quite a bit of information prior to investing ; to disclose the financial informations related to a project it is mandatory to read and accept the investment assessment form and submit at least an email address. Also, to be allowed to invest, it is necessary to fill a very detailed form (mandatory by law). Extra care was given to the form design given the low completion rate.

— All the relevant information were grouped in sections.

— A stepper convey progress through numbered steps.

— A sidebar explains why the informations are need

— Custom icons were crafted to increase legibility…and to cheer up the form a bit.

— The wizard shares the same interface with the user profile

Once the user profile is validate, the user can fully access his accounts, access to confidential documents, and eventually invest on a project. The investment process is complex, due to the the different forms of investment available. We break it down in a flow in order to understand how to simplify the process and make it as clear as possible. The sketch plugin user flows proved to be invaluable at this stage.