AngelPro. A mobile-first platform to help angel investors and family offices track portfolios, manage documents, and understand performance metrics at a glance.
Angel investors and family offices often manage investments across spreadsheets, emails, PDFs, and folders, creating a fragmented, time-consuming process that makes it difficult to get a clear picture of portfolio health.
The mission.
AngelPro was born from a simple observation: investors are busy, data is messy, and existing tools are clunky. Our mission was to deliver a mobile-first platform that provides ‘at-a-glance’ portfolio health — without sacrificing the depth of financial data required for serious decision-making.
Angel Investors
The independent track-star — investing on their own, juggling deal flow on the side.
Family Offices
Managing multi-generational wealth with multiple members and shared visibility.
Investment Groups
Coordinating shared capital — pooled deals, structured allocations, group-level reporting.
Where the pain was.
- 01
Fragmented Tracking — managing deals across multiple disconnected platforms leading to data silos.
- 02
Inefficient Collaboration — friction in sharing critical updates and documents with partners or investment groups.
- 03
Data Density on Mobile — condensing complex financial metrics into a readable and actionable mobile experience.
What we set out to achieve.
Glanceable Insights
Optimising dense financial data for quick, high-level understanding on mobile screens.
Ownership Clarity
Providing absolute transparency in group deals by defining clear ownership and stake distribution.
Lightweight MVP
Designing a lightweight MVP focused only on core investor needs — nothing extra.
How I worked through it.
Mapped the three jobs an investor actually has
Add a new deal · share a deal with a group · understand a deal you’ve already added. Every screen had to serve one of these three jobs — anything else got cut from the MVP.
Designed the Add-Investment spine
A four-step happy path — legal name, amount, documents, success — paired with a calm progress screen while the Deal Vault is being structured. Defaults handle 80% of the entry; advanced fields stay one tap away.
Built Group Investments with ownership-first thinking
From the moment a group is created, ownership is explicit — a live percentage allocator keeps the total at 100% and the group dashboard shows who put in how much, side by side with the company.
Grounded the AI in the user’s own data
The chat assistant never invents an answer — when the user doesn’t know what to ask, it offers 4 suggested prompts pulled directly from their Deal Vault (SHA, SPA, CCPS terms, post-exit shareholding).
Designed for one-handed mobile use
Primary CTAs sit in the thumb zone, dense financial data is broken into scannable cards, and every long form is one column with calm spacing — so the most important number is never more than a glance away.
Adding an investment — the four-step happy path
The core flow every new investor sees first — a calm form to log a deal, an upload step that turns a folder of PDFs into a structured Deal Vault, and an explicit success moment.
A friendly form to log a new investment — investment name, amount in INR, and a smart legal-entity search that auto-suggests as the user types.
Drop in SHAs, SPAs and share certificates — AngelPro auto-organises them into a Deal Vault the user can talk to, instead of digging through emails.
A calm progress screen that tells the user exactly what’s happening — uploading, structuring, adding intelligence, securing — and invites them to start the next investment in parallel.
A clean success moment with two clear next steps — go to the dashboard, or add another investment.
Group Investments — collaborate without losing individual clarity
A second flow that lets angel investors and family offices invest together, track who put in how much, and share a single, structured Deal Vault across the group.
Set up a group in seconds — name, type, description and the first set of members. Admins control who can manage members and investments.
Pick an existing investment from a clean dropdown to associate it with the group — no need to re-enter any data.
Split the group investment by percentage across members. A live allocation summary keeps the total at 100% — no spreadsheet maths required.
A clear success moment with two paths — tag investments to this group, or skip and return to the main portfolio.
A single view for the entire group — invested capital, number of investments, each tagged company, and member status (Admin, Invited).
AI Investment Assistant — answers in plain English, not jargon
A third flow that lets investors talk to their portfolio — ask a question, pick from suggested prompts, and get answers grounded in their own deal documents.
A friendly opener — ‘Hi, I’m your investment assistant. How can I help you today?’ — with a typing state that tells the user the bot is thinking.
When users don’t know what to ask, the bot offers 4 grounded prompts — SHA rights, conversion terms, lock-in clauses, post-exit shareholding — drawn from their own Deal Vault.
Every chat is saved and scannable — FinTech Sector Analysis, Q4 Portfolio Performance, Missing Documents Report — so investors can pick up where they left off.
The outcome.
A unified mobile experience that replaces 5 tabs and a spreadsheet — investors can add a deal, split it across a group and ask the AI a plain-English question about it, all without leaving the app.
What I’d carry into the next one.
Mobile fintech wins on glanceability — if the most important number isn’t visible in the first second, nothing else matters.
AI feels trustworthy only when its answers are grounded in the user’s own documents — suggested prompts beat an empty chat box every time.