Carta

Product design

DESIGN THINKING
HIGH FIDELITY PROTOTYPING
USER EXPERIENCE DESIGN
USER JOURNEYS

Carta (formerly eShares, Inc.) is a Palo Alto based fintech company that specializes in capitalization table management and valuation software. We began working with Carta in March of 2019 and have been involved with various projects across multiple lines of business within the organization. Working alongside other product designers, design technologists and engineers, we helped to define user flows, application requirements and to create detailed, interactive prototypes for different use cases.

As a fast-growing startup, Carta's product platform is constantly involving. As new features and functionality are rolled out, the role of product design to establish and validate their implementation and ease of use are paramount.

Our role in this project

  • Current state user flow analysis to identify opportunities for improvement and consolidation. View the flow diagram
  • High fidelity prototyping for fund administration onboarding and preparation of test bed for user testing. View the prototype
  • Advocated for new components to be added to an established design system with the goal of being more approachable and easy to use for Carta customers.
  • High fidelity prototyping for capitalizaiton table management data integrity/health checks. View the prototype
  • Liaised with product managers, engineers and product design team members throughout various engagements
  • Attended daily stand-ups and product design team co-labs to ideate and improve upon UI design and patterns used within the Carta app

Without a doubt, one of the most enjoyable, challenging and deeply fulfilling projects we have ever worked on.

We came into this engagement with decades of fintech experience having worked with countless banks and insurance carriers, but never at this level.

We worked with distributed teams in Seattle, San Francisco, Palo Alto, New York, New Jersey, Philadelphia, Salt Lake City and Rio de Janeiro on a daily basis on various product, UI and UX deliverables.

Varied tool set
The bulk of our prototyping work was conducted using Axure RP and Framer X, with UI design via Sketch, Figma and Adobe XD.

Design systems
This engagement gave us the opportunity to work with a well-established design system developed for the Carta app, but also the chance to challenge some of these components and propose new ones.

View some of the deliverables from this product design & UX engagement:

View more work samples