Streamlining reporting for 4,000+ investors & startups
Streamlining reporting for 4,000+ investors & startups
Improved the business reporting process for 4,000+ investment firms and startups, reducing manual work by 54% and review time by 32%. These improvements also helped cut customer complaints by 85% and supported a 21% revenue increase from major investor contracts.
Improved the business reporting process for 4,000+ investment firms and startups, reducing manual work by 54% and review time by 32%. These improvements also helped cut customer complaints by 85% and supported a 21% revenue increase from major investor contracts.
Role
Role
Led the initial design and crafted an end-to-end user experience from research, to delivery Stakeholder interviews, user testing
Team
Team
1 Project Manager, 1 Product Designer (me), 1 Frontend Developer, 2 Backend Developer
Year
Year
2023-2024
What is QuotaBook?
What is QuotaBook?
QuotaBook is a capital management platform for startups and investors.
Kasa is a platform
where anyone can easily invest in commercial buildings like stocks.
Managing Over 23,000+ Companies
Used by 5,000+ startups, VCs, accelerators, and law firms across Asia.
Managing Over 23,000+ Companies
Used by 5,000+ startups, VCs, accelerators, and law firms across Asia.
Managing Over 23,000+ Companies
Used by 5,000+ startups, VCs, accelerators, and law firms across Asia.
110+ Trillion KRW in Managed Assets
Supporting cap table and fund management at scale.
110+ Trillion KRW in Managed Assets
Supporting cap table and fund management at scale.
110+ Trillion KRW in Managed Assets
Supporting cap table and fund management at scale.
Backed by Top-tier Investors
Trusted by Y Combinator, SoftBank Ventures, Atinum, and more.
Backed by Top-tier Investors
Trusted by Y Combinator, SoftBank Ventures, Atinum, and more.
Backed by Top-tier Investors
Trusted by Y Combinator, SoftBank Ventures, Atinum, and more.
Secure and Compliant
Enterprise-level encryption and regulatory compliance in place.
Secure and Compliant
Enterprise-level encryption and regulatory compliance in place.
Secure and Compliant
Enterprise-level encryption and regulatory compliance in place.
Why I joined this team?
Why I joined this team?
Curious about how the capital ecosystem between investors and startups works
Curious about how the capital ecosystem between investors and startups works
While working at a startup, I realized how deeply capital and relationships shape the startup ecosystem. I became curious about how investment deals are made, how equity is managed, and how all the moving pieces connect behind the scenes. That curiosity led me to join QuotaBook — a team building infrastructure that supports those very relationships and capital flows at scale.
While working at a startup, I realized how deeply capital and relationships shape the startup ecosystem. I became curious about how investment deals are made, how equity is managed, and how all the moving pieces connect behind the scenes. That curiosity led me to join QuotaBook — a team building infrastructure that supports those very relationships and capital flows at scale.
Objective
Objective
Improving reporting efficiency to enhance collaboration and save time
Improving reporting efficiency to enhance collaboration and save time
Investment managers were spending too much time on repetitive tasks and inefficient review processes, especially as the number of portfolio startups grew. This project aimed to streamline the sales reporting workflow, improve collaboration, and reduce the overall workload.
Investment managers were spending too much time on repetitive tasks and inefficient review processes, especially as the number of portfolio startups grew. This project aimed to streamline the sales reporting workflow, improve collaboration, and reduce the overall workload.
Problems
Problems
Investors faced inefficiencies and inconveniences at each stage of the business reporting process.
Investors faced inefficiencies and inconveniences at each stage of the business reporting process.
Repetitive requests are inefficient
report requests follow the same format each season, but manually adding items each time is inconvenient.
Repetitive requests are inefficient
report requests follow the same format each season, but manually adding items each time is inconvenient.
Repetitive requests are inefficient
report requests follow the same format each season, but manually adding items each time is inconvenient.
Difficult to track report status
Assessing the status is difficult due to the inability to effectively filter requested and received reports.
Difficult to track report status
Assessing the status is difficult due to the inability to effectively filter requested and received reports.
Difficult to track report status
Assessing the status is difficult due to the inability to effectively filter requested and received reports.
Missing information causes delays
Errors or missing items in startup reports often cause significant communication delays.
Missing information causes delays
Errors or missing items in startup reports often cause significant communication delays.
Missing information causes delays
Errors or missing items in startup reports often cause significant communication delays.
Insights
Insights
Interviewed investors and startup managers to identify pain points
in the business reporting process.
Interviewed investors and startup managers to identify pain points
in the business reporting process.
Startup
Startup
“The reporting process doesn’t actually save much time compared to using Excel.”
“The reporting process doesn’t actually save much time compared to using Excel.”
“The reporting process doesn’t actually save much time compared to using Excel.”
“During reporting season, I spend more time managing reports than my actual work.”
“During reporting season, I spend more time managing reports than my actual work.”
“During reporting season, I spend more time managing reports than my actual work.”
“Startups often submit reports with missing fields, requiring repeated correction requests.”
“Startups often submit reports with missing fields, requiring repeated correction requests.”
“Startups often submit reports with missing fields, requiring repeated correction requests.”
Investor
Investor
“The reporting page is difficult to navigate. I have to click through multiple sections instead of viewing everything at once.”
“The reporting page is difficult to navigate. I have to click through multiple sections instead of viewing everything at once.”
“The reporting page is difficult to navigate. I have to click through multiple sections instead of viewing everything at once.”
“There’s no way to double-check missing fields before submission, forcing me to fix errors later.”
“There’s no way to double-check missing fields before submission, forcing me to fix errors later.”
“There’s no way to double-check missing fields before submission, forcing me to fix errors later.”
“We often receive unclear instructions on what to include in reports.”
“We often receive unclear instructions on what to include in reports.”
“We often receive unclear instructions on what to include in reports.”
Hypothesis
How might we improve the reporting experience for both investors and startups?
How might we improve the reporting experience for both investors and startups?
Investor
Investor
Using templates will reduce repetitive tasks and speed up report requests.
Reduction in request tasks & time per request
Startup
Startup
Feedback on comments and missing items will decrease late submissions.
Decrease in submission delays & resubmission rate
Investor
Investor
Filtering will help investment managers find key information faster, reducing review time.
Reduction in review time
Investor
Investor
Startup
Startup
Displaying all report items on one page will help startups understand what to complete, while making review faster for managers.
Shorter time from creation to submission & reduced review time
Explorations
Explorations
To validate the hypothesis, we conducted quick usability testing using low-fidelity wireframes.
To validate the hypothesis, we conducted quick usability testing using low-fidelity wireframes.
Solutions
Solutions
We simplified reporting flows to help investors and startups work better together.
We simplified reporting flows to help investors and startups work better together.
1.Request
1.Request
As-is
As-is
To-be
To-be
As-is
To-be
2.Submit
2.Submit
As-is
As-is
To-be
To-be
As-is
3.Review, Verification
3.Review, Verification
As-is
As-is
To-be
As-is
To-be
Impacts
Impacts
Reduced inefficiencies in collaboration between startups and investors, helping teams focus on critical tasks.
Reduced inefficiencies in collaboration between startups and investors, helping teams focus on critical tasks.
54% reduction in manual work
Improved the business reporting process, reducing managers’ monthly workload by over 5 hours during the reporting season.
54% reduction in manual work
Improved the business reporting process, reducing managers’ monthly workload by over 5 hours during the reporting season.
54% reduction in manual work
Improved the business reporting process, reducing managers’ monthly workload by over 5 hours during the reporting season.
32% reduction in review time
Decreased error rates in the submission process by 16%, leading to faster feedback. As a result, report review time was reduced by 32%.
32% reduction in review time
Decreased error rates in the submission process by 16%, leading to faster feedback. As a result, report review time was reduced by 32%.
32% reduction in review time
Decreased error rates in the submission process by 16%, leading to faster feedback. As a result, report review time was reduced by 32%.
85% reduction in customer complaints
Optimized the entire reporting process from request to validation, helping reduce customer complaints by 85%.
85% reduction in customer complaints
Optimized the entire reporting process from request to validation, helping reduce customer complaints by 85%.
85% reduction in customer complaints
Optimized the entire reporting process from request to validation, helping reduce customer complaints by 85%.
21% increase in revenue from large-scale investor contracts
Enhancements in the business reporting process facilitated new major investor contracts, helping drive a 21% increase in revenue.
21% increase in revenue from large-scale investor contracts
Enhancements in the business reporting process facilitated new major investor contracts, helping drive a 21% increase in revenue.
21% increase in revenue from large-scale investor contracts
Enhancements in the business reporting process facilitated new major investor contracts, helping drive a 21% increase in revenue.