Blue Tip Investments
Blue Tip Investments was a DESIGNATION (now the Flatiron School) capstone project to design an equity crowdfunding platform for micro-investing in early-stage startups.
The design challenge was fundamentally one of access and trust: how do you bring non-expert investors into a space defined by complexity, jargon, and high barriers to entry, and make them feel informed enough to act? The project was fully conceptual, which meant the team could focus entirely on first-principles thinking about the problem rather than inheriting the constraints of an existing product.
The complete UX process documentation for this project lives at the direct link below.
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Daryle M. // UI Designer
Caitlin B. // UX Designer
Tom K. // UX Designer
James R. // UX Designer
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Led UI design within a four-person team spanning UX research and design. Conducted research interviews to map the specific knowledge gaps and psychological barriers preventing non-expert investors from participating in startup investing. Developed personas and opportunity frameworks, then moved through iterative prototyping and prototype-testing interviews to validate design decisions. Synthesized research into a platform concept centered on progressive disclosure of complexity — surfacing the information investors needed at each decision stage without overwhelming them at entry
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The Blue Tip concept addressed the core tension in accessible investing: reducing the barrier to entry without compromising the information serious investors need.
As a fully conceptual project, it represents the clearest expression of pure design thinking in this portfolio, unconstrained by legacy systems, technical debt, or stakeholder compromise.
Blue Tip investment flow highlight screens