Designed a B2B2C investment marketplace from scratch — turning complex institutional deal flows into a clear, trustworthy experience for verified investors.
YELDO needed a completely new website and marketplace platform — a digital environment where verified institutional investors could discover and access exclusive real estate deal flow with confidence.
The primary objective was an intuitive, functional product that offered easy access, data clarity, and a secure onboarding and validation flow compliant with financial regulation.
Institutional real estate investment is inherently complex — legal compliance, regulatory validation, multi-tranche deal structures, and dense financial data. The challenge: make all of this feel accessible without losing rigour.
"We had to build trust with sophisticated investors while making the platform intuitive for those less familiar with digital tools."
Every investor required verification against MiFID II standards. The onboarding flow had to be compliant, thorough — and still feel seamless.
Users ranged from 25-year-old digital natives to 60+ year-old institutional investors with limited tech familiarity. One interface, very different mental models.
Each deal had IRR, maturity, LTV, tranche type, legal docs and property data. Presenting all of it without overwhelming users was the core design problem.
Starting from a blank canvas with a dev team already in motion — building a reusable component library that could scale without creating bottlenecks.
Platform screens — dashboard, deal detail, investment highlights
Experienced investor, limited tech familiarity. Financial wisdom is high — digital comfort is not. Needs clarity over feature richness.
Digital native, manages finances via apps and platforms. Expects responsive, polished interfaces and fast onboarding.
Technologically comfortable, accustomed to investment platforms. Values data density and professional presentation.
Admin users who manage listings, verify investors, and keep the marketplace current. Power users who need efficiency over hand-holding.
The marketplace screens were designed to provide an engaging, data-rich experience — optimising information visualisation for institutional investors while keeping cognitive load low.
Design process — goal setting & double diamond framework
YELDO's visual language needed to signal trust, exclusivity, and financial authority. Deep charcoal backgrounds, a signature Blue-Violet accent, and restrained white space communicate professionalism without coldness.
Visual design system — onboarding screens
Platform — scattered screen mockup
One of the most complex flows to design: a multi-step regulatory qualification survey that determines whether a user qualifies as a professional investor — or gets redirected to YELDO Crowd. Had to feel guided, not gating.
Qualification survey — full onboarding & validation flow
User analysis — four distinct investor profiles
YELDO taught me that designing for regulated financial products requires as much legal and business understanding as it does UX craft. Every screen had compliance implications — and every component had to carry institutional credibility.
Building a component library from zero while the dev team was already shipping taught me to design for handoff from day one — documentation is part of the deliverable.
Financial UX demands that you know the domain deeply before you can abstract it cleanly. Research time directly correlated with design quality on this project.