Context
Led the product design and structuring of a cap table modeling tool enabling founders and investors to simulate ownership, dilution, and funding scenarios with precision.
The objective was to transform complex equity modeling, often handled in fragile spreadsheets, into a structured, reliable, and interactive system.
Financial modeling architecture
Designed a structured engine supporting:
Equity allocation and ownership breakdown
Multi-round funding simulations
Dilution impact modeling
Scenario comparison across investment structures
Ensured mathematical accuracy while maintaining usability for non-technical stakeholders.
Feature ecosystem
Built a comprehensive feature set including:
Kanban & table dealflow views
External data provider integrations (Crunchbase, Dealroom, PitchBook)
Dealflow review workflows
Company scoring systems
Integrated AI capabilities
Automated task management
Email synchronization
Advanced deal statistics & performance dashboards
Over 20 core features structured within a modular and scalable architecture.
AI-assisted development approach
Built using an AI-powered no-code platform to accelerate prototyping and iteration cycles.
This approach enabled rapid validation of financial logic, user flows, and system architecture; without compromising structural integrity.
The focus remained on product thinking and modeling accuracy, with technology serving as an execution accelerator.
System logic & scalability
Structured the product to support evolving funding scenarios, multiple stakeholder types, and adaptable equity instruments.
Designed with extensibility in mind; enabling future integrations into broader financial ecosystems.
Impact
Reduced reliance on complex spreadsheets
Accelerated iteration and validation cycles
Improved clarity in funding decision-making
Demonstrated the viability of AI-assisted product development in financial modeling contexts
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