FORME / Product strategy · Design · Prototype
Investments, easier to follow.
What have I put in? What is it worth? What needs my attention? We designed FORME’s investor portal around these questions, bringing account values, activity and documents into one place.
An independent ESID concept for a fictional venture capital firm. All account data is illustrative.
Try the investor portal ↗
01 / The brief
Make the account easy to understand.
Give investors a clear picture of their money and their next step.
An investor agrees to put a total amount into a fund, then contributes portions when the fund requests them. We set a brief to show how much has been contributed, what the investment is worth and whether another payment is due.
A statement, a payment notice and a transaction history each answer a different question. The design brings those answers together, with the supporting detail one step away.
Where do I stand?
Separate the reported value from money contributed and money returned.
What has changed?
Show the account by quarter, with a clear history of contributions and payments.
What do I need to do?
Give the next payment request a clear amount, deadline and full notice.
02 / The investor experience
The essentials first. The detail one step away.
The overview gives every figure a reporting date. Investors can change the quarter, inspect the chart and see how much of their agreed investment remains to be contributed.
Activity and documents have their own sections. A payment request, also called a capital call, opens into a notice explaining the amount and deadline in plain language.
- 01 / UnderstandCheck the account.Value, contributions and money returned
- 02 / CompareChange the quarter.Dated figures and a value chart
- 03 / FindOpen the detail.Search activity and download documents
- 04 / ReviewSee what is due.A clear payment notice and review status
03 / What the work delivers
A working route from question to answer.
The prototype lets investors move from an account summary to the transaction or document they need. The fund team has a consistent way to present each quarterly update and payment request.
Compare three quarters.
The figures and chart update together, keeping the reporting date visible.
Reach the right document.
Search activity, filter documents and download sample statements and notices as PDFs.
Review the next request.
Open a notice, check the deadline and mark it as reviewed. The same actions work on mobile.
How we would measure success
Can an investor find the answer?
We would ask investors to find their latest reported value, check a payment deadline and download a statement. The useful measures are whether they complete each task, how long it takes and where they need help.
This is an interactive concept with sample data. It does not connect to a live account or process payments. Time saved and fewer support inquiries have not been measured.
See it in use.
Try the investor portal04 / Supporting identity
A calm setting for important information.
Evergreen, pale sage and open space give the figures room to breathe. A simple FORME wordmark keeps the brand present without competing with the information investors came to find.
The same type, colours and clear labels carry through the portal and its downloadable documents.
FORME
A text-only wordmark, used consistently.