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Cyndx’s AI-driven private market intelligence mob app
TEam
Product Manager, 2 Engineers, 1 Data Scientist
Product Overview
The Cyndx mobile app project aimed to extend the capabilities of the web application into a seamless, mobile-first experience. By leveraging Cyndx’s AI-driven tools, the app would empower users to discover companies, analyze valuations, and collaborate on the go. Designed for investors, corporate development teams, and entrepreneurs, the app prioritized accessibility, simplicity, and real-time functionality to address the needs of a highly mobile audience.
Problem
Cyndx’s web platform offers a wide variety of tools for investors, corporate development teams, and entrepreneurs to discover companies, investors, and identify strategic opportunities. However, users increasingly demanded a mobile solution to:
Access insights and recommendations in real-time.
Stay productive while at conferences or impromptu business meetings.
Collaborate seamlessly with their teams on the go.
Goal
Design a mobile experience that complements the desktop platform.
Prioritize ease of use and real-time accessibility.
Maintain the integrity of Cyndx’s AI-driven insights in a mobile-friendly format.
Support collaboration and sharing functionalities for team-based workflows.
User Research
User Interviews
We conducted a short survey with Cyndx’s primary audience segments to understand users' expectations from the app:
Key Findings
With the survey responses(presented below), we were able to narrow down the most important features that our users needed from the mob app:
Speed vs. Feature Depth:
Users overwhelmingly preferred a mobile app that emphasized search speed and ease of use over feature depth, given the constraints of smaller screens and on-the-go use.
Collaboration Tools:
Sharing and commenting on lists or company profiles was critical for team workflows. Users emphasized the importance of integrating these features intuitively.
Real-Time Notifications:
Alerts about tracked companies, funding rounds, or market trends were considered essential to stay competitive.
AI-Powered Company Search:
Users valued the ability to quickly discover companies with similar profiles or characteristics, leveraging AI-driven recommendations.
Competitive Analysis
We assessed the features and functionalities of major players in the market—PitchBook, CB Insights, and Grata mobile apps. We compiled a list of features that could help differentiate Cyndx from its direct competitors.
Wireframes
