Impact
- I shipped an end to end product within a matter of weeks
- I reshaped the investment narrative to be more empathetic to key user needs.
- The founders went on to complete a $500k raise.
Racing the clock
Clerie makes mental health clinic management software. Its founders needed to land their next raise as soon as possible, and they were strapped for bandwidth. Their offering also had to stand out in a sea of AI powered products.
I offered to create an interactive pitch solution that would make their storytelling far more gripping and effective, so they could secure funds quickly.
Learning the story from the outside in
With precious little time to ask questions, I had to make do with what I had, and prioritize only the most important issues to surface with the founding team.
I audited my materials, including the old pitch deck, some marketing collateral, and their website.
Then I interviewed a colleague, deep on investment messaging strategy. His insights on how to empathize with investors shaped how I mapped out every touchpoint with the user in mind. Together, we cross referenced our assumptions with inputs verified by multiple LLMs.
A new kind of pitch experience
After reviewing and iterating on the revamped message with the Clerie team, I was especially excited to focus features on meeting needs of two distinct users; presenters during pitch and investors during due diligence.
- The pitch lives on a shareable link for easy transfer and investor review.
- Each talking point hides additional information behind it, to guide focus during a presentation and support deeper due diligence afterward.
- Interactive elements engage investors in ways that get them thinking, like the pro forma projection calculator.
Fast results from well guided AI
I used Claude Code to spin up mockups in Pen.dev, and drew on AI skills like Impeccable and ui-ux-pro-max to avoid common AI patterns. I also referenced and modified styles from Refero.design, with animations from Osmo.
The results were welcomed. In record time the founders of Clerie were able to get in front of investors and secure the funding they needed.
Key lessons
The story is everything.
In an age where the barriers to building technology are lower than ever, it's critical to distinguish your product by knowing what will resonate with human experience.
We're in the age of curation now.
This project really opened my eyes to all the fun that can be had drawing upon elements from animations to styles and seamlessly integrating them with AI tools.
Empathize and anticipate.
With little access to the busy founders, I got to sharpen my ability to anticipate needs.
