About the project
Gro Capital is a fintech SaaS platform that helps early-stage founders access various forms of capital: debt, convertible loans, equity, and factoring. The platform guides users through structured onboarding, evaluating their business profile and calculating their “investability score” to match them with relevant funding options.
Monte Vision led the Branding, UX and UI design efforts across multiple user flows, including onboarding, capital matching, document upload, and investor dashboards.
the callenge
Gro Capital needed a system that would:
Educate founders on different financing options
Gather highly sensitive personal and business data in a frictionless way
Calculate a score-based financial profile from multiple metrics
Handle progressive user flows without overwhelming the user
Build trust through clean, transparent UI and copywriting
The product was complex under the hood and needed a UX structure that would make it feel simple and actionable.
ux goals
Make onboarding feel intuitive and safe, even with sensitive financial inputs
Visualize complex data without losing clarity
Create a scalable and flexible component library
Support user progression with a score tracker and transparent logic
Ensure mobile responsiveness without sacrificing input accuracy
ux solutions
Multi-Step Onboarding System
The onboarding flow included six sections: Account, Business, Personal, Financial, KPI Metrics, and Identification.
Step-by-step layout with autosave
Inline tips to explain why each data point was needed
Smart progress bar synced with investability score
Secure, trust-building microcopy for fields like SSN and bank data
deliverables
- Full user flow maps for onboarding and dashboard modules
- High-fidelity wireframes and visual designs
- UI component system (inputs, cards, alerts, tooltips)
- Visual logic for score calculation and status indicators
- Design documentation for handoff to devs
