Designing for Clarity in a Multi-Asset Investment Platform

Raziel is an AI-powered portfolio management platform designed to bring structure, clarity, and intelligence to alternative investments —spanning startups, real estate, crypto, and public equities.

Built end-to-end by King Tide, the platform consolidates fragmented financial data into a single, intelligent dashboard, helping investors track performance, analyze risk, and make informed decisions with confidence.

The Problem Space

Alternative investing is fundamentally broken from a UX perspective.

Investors typically manage:

• Startup equity → spreadsheets, emails, cap tables

• Real estate → contracts, rent sheets, brokers

• Crypto → multiple wallets and exchanges

• Public equities → separate brokerage platforms

The result: fragmented visibility, manual tracking, and low confidence

Raziel exists to solve this by:

• Centralizing all assets

• Automating data ingestion

• Layering AI-driven insights on top

But when I joined mid-way, the product hadn’t fully delivered on that promise.

Stage 1. Situation & Task — Joining mid-product

The product already had:

• A strong visual identity

• Core dashboard and asset modules

• Multi-asset coverage

However, there was a critical gap:

The platform aggregated data— but didn’t yet translate it into clear decisions

As a product designer joining mid-way, my task was to:

• Turn a data aggregation platform into a decision-making tool

• Improve clarity across complex asset types

• Align AI capabilities with user mental models

• Enhance trust, usability, and insight discoverability

Constraints

• Core architecture already defined

• Limited time for structural changes

• No formal usability testing

So the approach wasn’t reinvention—it was strategic refinement.