[Case 02]
Improved financial clarity by 60% and supported early investor traction.
Fintech AI
Zavvis AI – Your Virtual CFO, Simplified
Real-world MVP design for an early-stage startup, focused on building a finance AI platform for small business owners
[Project Overview]
“I Don’t Know What My Business is Worth — and I Can’t Afford to Guess”
Small business owners are constantly making decisions that affect their financial future — yet most have no clear idea of their valuation, performance metrics, or investor readiness. They’re juggling spreadsheets, scattered tools, and limited time, all without access to expert financial guidance.
The result? Many feel overwhelmed, stuck, and unsure if their business is on the right path — let alone how to grow or raise capital confidently.
[The Solution]
Designing a Financial Co-Pilot That Feels Human and Actually Helps
Zavvis AI was built to do what spreadsheets, scattered tools, and outdated CRMs couldn’t: guide small business owners through the complexities of valuation, funding, and strategic planning — all from one dashboard. The solution merges automation, real-time data, and conversational guidance to make financial clarity feel achievable.
[Industry]
Fintech AI
[My Role]
Solo Product Designer
[Platforms]
Desktop Dashboard
[Timeline]
August 2024 – January 2025
[Process]
[Outcome]
Helped secure early investor interest by showcasing a polished MVP with a clear product-market fit.
Streamlined valuation understanding — users found the valuation breakdown and investor matching features intuitive and actionable during testing
Improved user confidence in financial planning by offering real-time KPI tracking and personalized AI guidance (chatbot as virtual CFO).
[Key Learnings]
[Design Documentation]