Case Study Preview
Drive Capital
Upgrading Drive Capital's investor CRM with a holistic UX/UI redesign and robust AI features.
About
When looking at leading startups in the Midwest, you'll likely find Drive Capital as an underlying catalyst behind their success. With offices in the US and Canada, the $2.2B venture capital firm strategically invests in world-changing companies spanning healthcare, insurance, finance, robotics, and education. Since 2014, Drive has been building its own AI-powered CRM called "Herbie" to source investments and win funding deals.
Role
I worked with the engineering team to make an investor sourcing tool called "Market Maps" more user-friendly by bringing in the underlying machine learning to accelerate procurement. I worked directly with the director of engineering to scope features, test ideas with investors, and spec designs for implementation. I also led the design process in defining edge cases and creating AI-driven improvements to search and suggestions to improve investor efficiency.
Outcomes
Our enhancements to Herbie are timed in conjunction with Drive's next fundraising round in 2024. Iterative updates to the Market Maps experience indicate early success evidenced by increased investor engagement with key AI features, validating the firm's investment in advanced investor tools.
