Browser extension to make research efficient

Role

Design

Team

Product, Front-end &
Back-end Eng

App

Surface Web

Timeline

4 Weeks

Overview

Cyndx Chrome extension enables users to access company insights like growth metrics, funding data, and more from the browser while visiting the company’s website, reading the news, or doing online research.

Problem Space

Investment analysts and dealmakers often research potential opportunities across multiple sources, leading to inefficiencies and fragmented workflows. Our challenge was to create an intuitive, lightweight tool that integrates Cyndx’s data directly into users’ browsing experience, reducing tab-switching and improving decision-making speed.

Goal

Provide users with key company information without breaking users’ workflow while performing due diligence and discovering potential target companies seamlessly

Identifying the key data points

To ensure alignment with user needs, I conducted user interviews with M&A teams and identified the data points that users preferred to see in an browser extension while on a company website

To ensure alignment with user needs,
I conducted user interviews with M&A teams and identified the data points that users preferred to see in an browser extension while on a company website

Hi-fi Wireframes outlining critical data points and functionalities

Light Theme

Dark Theme

Preview on Chrome

Results

User adoption

78%

of active users started using the extension in the first month of launch

Research time

20%

Less time spent researching their deal target companies

Target Discovery

3x

Times higher chance of discovering potential matches

Next Steps

CRM Integration

The future roadmap includes Salesforce API connectivity to support the continuity in the workflow

Connecting with the dealmakers

The next set of data points to be shown will be some key contact information that is verified.