Assure Glassboard

Story

Assure wanted to simplify investing for small business investors. One of the biggest problems in this area is all of the redtape and documentation and communication that needs to happen. So much time is wasted. The investor instead of looking for great new deals, new investments, and fostering relationships is bogged down with paperwork.

When I began this project the first thing I wanted to do is understand the process and the flow of these SPVs and investing. They told me not to worry about it. I was worried at first until I found out that the CEO had decades of knowledge of the very flow I wanted to understand. After a series of meetings with him and nailing down the pain points that he experiended I set out creating a flow that would take him through this process with the least amount of pain. With government regulation only so much can be cut out of the prcess.

No one has attempted this before. I set out working with the developers both front end and backend to create a design system and UI components to create this Glassboard system that would help with IRS documentation and forms, help keep track of all of the different investments, time table and money's involved in the different investments. This comprehensive deal management platform simplifies the chaos of a fund’s creation, deal closing and ongoing maintenance. To this day Assure and Glassboard continue to have sucess with their clients.