Abstract solo flower

Copia Deal Spaces

Designed the product experience for Deal Space, an AI-powered deal evaluation platform built to support due diligence, collaboration, and decision-making around complex opportunities. Led UX/UI and workflow design across document review, risk detection, stakeholder alignment, and investment analysis. Created AI-assisted experiences that transformed complex deal materials into structured analysis and actionable insights.

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Challenge

Give the brand a clear look and feeling people instantly recognise

The business looked different everywhere — colors didn’t match, fonts kept changing, and nothing expressed who they really were. It made the brand feel unsure of itself, even though the company wasn’t.

Process

Build a visual style that looks consistent, honest, and easy to use

We created a simple set of design rules, picked a fitting type style, introduced colors with a clear purpose, and wrote a brand story that helps others use the visuals in the right way.

+71%

Social reach

+33%

Engagement

+25%

Client conversions

Other cases

Halo logo
UX/UI
Abstract solo flower

Copia Wealth

Designed product experiences for a wealth management platform serving family offices, RIAs, and institutional investors. Worked across portfolio analytics, onboarding, and operational workflows to help users manage complex financial data with greater visibility and less manual effort. The platform supported 100+ family offices and tens of billions in assets under intelligence.

Halo logo
UX/UI
Abstract solo flower

Copia Wealth

Designed product experiences for a wealth management platform serving family offices, RIAs, and institutional investors. Worked across portfolio analytics, onboarding, and operational workflows to help users manage complex financial data with greater visibility and less manual effort. The platform supported 100+ family offices and tens of billions in assets under intelligence.