WebCase Study 08

FINTECH / FUNDING PLATFORM

Parallel Cap

Timeline

Website & Dashboard UX Design

Role

UI/UX Designer

Focus

Website UXApplication FlowAdmin DashboardDeal Monitoring

Outcomes

Clearer funding journeyFounder onboardingInternal dashboard UX

Parallel Cap is a revenue-based financing platform designed to help businesses apply for growth capital without giving up equity. I worked on the website experience and internal dashboard to simplify funding discovery, application review, document collection, and deal tracking.

Synopsis

The problem worth solving

Business funding is a high-trust journey. Founders need clarity before applying, while internal teams need a simple way to review applications, verify documents, track connected data, and monitor active deals. The challenge was to design both sides of the experience: a clear public website for founders and a structured dashboard for the Parallel Cap team.

Design Process

Discover

Understood the funding journey, founder expectations, application requirements, and internal review workflow.

Define

Mapped the key flows: website discovery, sign-up, document collection, application review, and deal monitoring.

Ideate

Explored layouts for landing pages, application forms, status states, dashboards, tables, and verification screens.

Design

Created a clean fintech interface with clear CTAs, structured forms, document upload states, and admin-friendly tables.

Review

Checked the experience for trust, readability, workflow clarity, and operational usability.

Handoff

Prepared final website screens, dashboard screens, UI components, and development-ready design assets.

Research Insights

Founders need simple explanations before sharing business details.

Funding applications require trust, clarity, and visible next steps.

Internal teams need quick access to application status, documents, and connected data.

Dashboards should reduce manual checking by organizing financial, sales, GST, KYC, and bank data in one place.

Opportunity Map

Discover

Help founders understand the funding offer and take action confidently.

Apply

Make sign-up and application steps feel simple and guided.

Review

Give internal teams a clear way to check applications, documents, and connected accounts.

Monitor

Support live deal tracking, recovery status, collections, and revenue monitoring.

User Persona

Rohan Mehta

34 · D2C Founder

Goals

Raise growth capital quickly
Understand eligibility and process
Avoid giving up equity
Submit business details with confidence

Frustrations

Unclear funding terms
Too many documents upfront
Slow application updates
Low trust in unknown finance platforms

Their words

“I need capital to grow, but I want to understand the process clearly before applying.”

User Stories

#01

As a founder, I want to understand the funding model quickly so I can decide if it suits my business.

#02

As an applicant, I want a simple sign-up and document flow so I can complete my application without confusion.

#03

As an internal team member, I want to review applications in one place so I can make faster decisions.

#04

As an operations user, I want to track live deals, collections, and revenue status clearly.

User Journey Map

Discover

neutral

Actions

Founder lands on the website

Understands the funding offer

Pain points

Needs immediate clarity before trusting the platform

Apply

neutral

Actions

Signs up

Creates a password

Begins the funding application

Pain points

Application start must feel simple and low-risk

Submit Data

negative

Actions

Connects sales, marketing, GST, bank, and KYC information

Pain points

Document and data submission can feel heavy without guidance

Review

neutral

Actions

Internal team checks application details

Verifies documents and connected accounts

Pain points

Reviewers need all signals organized without extra manual checking

Manage Deal

positive

Actions

Approved deals are tracked

Collections, revenue, and recovery status are monitored

Pain points

Live monitoring must stay readable and actionable over time

How Might We

How might we make business funding feel easier to understand for founders?

How might we simplify document collection and data verification?

How might we help internal teams review applications and monitor deals faster?

Problem Statement

Parallel Cap needed more than a marketing website. The product required a clear public-facing funding journey and an internal dashboard that could support application review, document verification, status management, and deal monitoring.

Hypothesis

If the funding journey is divided into clear website, application, verification, and dashboard flows, both founders and internal teams can move through the process with more clarity and less operational friction.

Value Propositions

Clear Funding Discovery

A website experience that explains growth financing in a simple and founder-friendly way.

Guided Application Flow

Sign-up, password creation, and application steps designed to reduce confusion.

Centralized Review Dashboard

Application details, connected accounts, documents, and status actions organized in one interface.

Deal Monitoring

Live deal summaries, collection tracking, revenue monitoring, and recovery status made easier to scan.

Competitive Scan

GetVantage

Strong revenue-based financing positioning with founder-focused messaging.

Klub

Clear business funding communication and growth capital storytelling.

Re:cap

Clean capital platform experience with strong process and dashboard clarity.

User Flows

Website Flow

Home

Funding Benefits

How It Works

Calculator

FAQ

Apply

Founder Flow

Create Password

Submit Business Details

Connect Data

Upload Documents

Application Review

Admin Dashboard Flow

Applications

Company Profile

Data Summary

Sales / Marketing / GST / Bank / KYC

Accept / Reject / On Hold

Live Deals

Collections / Revenue Monitoring

Behind the work

Design decisions

Challenge

The platform had to feel trustworthy for founders while also being functional enough for internal finance and operations teams.

Approach

I designed a clean visual system with simple forms, clear tables, status tags, document upload states, connected-account sections, and dashboard cards for quick review.

Result

The final experience connects the public website and internal dashboard into one clearer funding workflow — from founder application to internal review and deal monitoring.

Deliverables

01Website UI Design

02Founder Sign-up Flow

03Create Password Flow

04Application Dashboard

05Document Upload Screens

06GST / KYC / Bank Statement Screens

07Sales & Marketing Connection Screens

08Live Deals Summary

09Collection Monitoring Screens

10Responsive Web Layouts

Focus areas

Website UXFintech UIFounder OnboardingApplication ReviewDashboard UXDocument VerificationStatus ManagementDeal Monitoring

Project type

FINTECH / FUNDING PLATFORM

Timeline

Website & Dashboard UX Design

Deliverables

10 items

Platform

Web

Final Output

Website & Dashboard Screens

The final experience connects the public website, founder application flow, document review, and internal deal-monitoring dashboard into one structured funding workflow.