Investment AI | Prototype Design
5 Product
Feb 16, 2026
Feb 20, 2026
Interactive Prototype
No items found.
Stesha
PM Lead
Leads the project management direction. Oversees processes, structure, and communication across teams, ensuring every project runs with clarity, focus, and calm precision.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/86c56f25e671298ffdaf06a6/010fadd89914e9de6d8454af/team_01.jpg
Maria
Product Design Director
Guides product vision and design strategy. Elevates quality, empowers teams, and aligns experience with business goals.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/34dd5ad816290621c12feb68/a06480051b786a3262f8ee42/team-maria.jpg
Yana
Senior Product Designer
Crafts intuitive product experiences through research, systems thinking, and iterative design. Turns complex needs into simple solutions.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/4698ef0c6cf5f97cc9bcbfee/3a4cdd748217a1032c5510a7/team-yana.jpg
5 Product
Mar 2, 2026
Mar 4, 2026
Dev Handoff
No items found.
Stesha
PM Lead
Leads the project management direction. Oversees processes, structure, and communication across teams, ensuring every project runs with clarity, focus, and calm precision.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/86c56f25e671298ffdaf06a6/010fadd89914e9de6d8454af/team_01.jpg
Maria
Product Design Director
Guides product vision and design strategy. Elevates quality, empowers teams, and aligns experience with business goals.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/34dd5ad816290621c12feb68/a06480051b786a3262f8ee42/team-maria.jpg
Yana
Senior Product Designer
Crafts intuitive product experiences through research, systems thinking, and iterative design. Turns complex needs into simple solutions.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/4698ef0c6cf5f97cc9bcbfee/3a4cdd748217a1032c5510a7/team-yana.jpg
5 Product
Feb 25, 2026
Feb 27, 2026
Responsive
No items found.
Stesha
PM Lead
Leads the project management direction. Oversees processes, structure, and communication across teams, ensuring every project runs with clarity, focus, and calm precision.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/86c56f25e671298ffdaf06a6/010fadd89914e9de6d8454af/team_01.jpg
Maria
Product Design Director
Guides product vision and design strategy. Elevates quality, empowers teams, and aligns experience with business goals.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/34dd5ad816290621c12feb68/a06480051b786a3262f8ee42/team-maria.jpg
Yana
Senior Product Designer
Crafts intuitive product experiences through research, systems thinking, and iterative design. Turns complex needs into simple solutions.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/4698ef0c6cf5f97cc9bcbfee/3a4cdd748217a1032c5510a7/team-yana.jpg
5 Product
Feb 23, 2026
Feb 24, 2026
States & Edge Cases
No items found.
Stesha
PM Lead
Leads the project management direction. Oversees processes, structure, and communication across teams, ensuring every project runs with clarity, focus, and calm precision.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/86c56f25e671298ffdaf06a6/010fadd89914e9de6d8454af/team_01.jpg
Maria
Product Design Director
Guides product vision and design strategy. Elevates quality, empowers teams, and aligns experience with business goals.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/34dd5ad816290621c12feb68/a06480051b786a3262f8ee42/team-maria.jpg
Yana
Senior Product Designer
Crafts intuitive product experiences through research, systems thinking, and iterative design. Turns complex needs into simple solutions.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/4698ef0c6cf5f97cc9bcbfee/3a4cdd748217a1032c5510a7/team-yana.jpg
5 Product
Feb 4, 2026
Feb 13, 2026
Chatbot Interface
No items found.
Stesha
PM Lead
Leads the project management direction. Oversees processes, structure, and communication across teams, ensuring every project runs with clarity, focus, and calm precision.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/86c56f25e671298ffdaf06a6/010fadd89914e9de6d8454af/team_01.jpg
Maria
Product Design Director
Guides product vision and design strategy. Elevates quality, empowers teams, and aligns experience with business goals.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/34dd5ad816290621c12feb68/a06480051b786a3262f8ee42/team-maria.jpg
Yana
Senior Product Designer
Crafts intuitive product experiences through research, systems thinking, and iterative design. Turns complex needs into simple solutions.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/4698ef0c6cf5f97cc9bcbfee/3a4cdd748217a1032c5510a7/team-yana.jpg
5 Product
Jan 28, 2026
Feb 3, 2026
Concept Design
No items found.
Stesha
PM Lead
Leads the project management direction. Oversees processes, structure, and communication across teams, ensuring every project runs with clarity, focus, and calm precision.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/86c56f25e671298ffdaf06a6/010fadd89914e9de6d8454af/team_01.jpg
Maria
Product Design Director
Guides product vision and design strategy. Elevates quality, empowers teams, and aligns experience with business goals.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/34dd5ad816290621c12feb68/a06480051b786a3262f8ee42/team-maria.jpg
Yana
Senior Product Designer
Crafts intuitive product experiences through research, systems thinking, and iterative design. Turns complex needs into simple solutions.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/4698ef0c6cf5f97cc9bcbfee/3a4cdd748217a1032c5510a7/team-yana.jpg
1 Brand
Feb 16, 2026
Feb 28, 2026
5000
Concept
With the structure in place, we’ll define the interaction and visual direction for the prototype. The interface will draw from familiar conversational AI patterns while maintaining a restrained, institutional tone appropriate for finance.
In parallel, we’ll establish a single layout system for the generated company profiles, designed to reflect real investment banking deliverables. This phase converges on one clear product direction that balances credibility and speed.
In parallel, we’ll establish a single layout system for the generated company profiles, designed to reflect real investment banking deliverables. This phase converges on one clear product direction that balances credibility and speed.
Moodboards & Visual Direction
Jan 22, 2026
Jan 27, 2026
Concept Design
Jan 28, 2026
Feb 3, 2026
No items found.
5 Product
Jan 22, 2026
Jan 27, 2026
Moodboards & Visual Direction
No items found.
Stesha
PM Lead
Leads the project management direction. Oversees processes, structure, and communication across teams, ensuring every project runs with clarity, focus, and calm precision.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/86c56f25e671298ffdaf06a6/010fadd89914e9de6d8454af/team_01.jpg
Maria
Product Design Director
Guides product vision and design strategy. Elevates quality, empowers teams, and aligns experience with business goals.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/34dd5ad816290621c12feb68/a06480051b786a3262f8ee42/team-maria.jpg
Yana
Senior Product Designer
Crafts intuitive product experiences through research, systems thinking, and iterative design. Turns complex needs into simple solutions.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/4698ef0c6cf5f97cc9bcbfee/3a4cdd748217a1032c5510a7/team-yana.jpg
5 Product
Feb 4, 2026
Mar 4, 2026
13000
UX/UI App Design
We’ll translate the approved structure and concept into a high-fidelity, clickable prototype that simulates the full experience, from conversation to output. The prototype will support basic iteration to show how user feedback influences results, reinforcing the “analyst in the loop” positioning.
Where possible, we’ll review the experience against realistic scenarios to identify gaps in flow or clarity, then prepare a clean handoff package documenting assumptions and next-step considerations for future engineering.
Where possible, we’ll review the experience against realistic scenarios to identify gaps in flow or clarity, then prepare a clean handoff package documenting assumptions and next-step considerations for future engineering.
Chatbot Interface
Feb 4, 2026
Feb 13, 2026
Interactive Prototype
Feb 16, 2026
Feb 20, 2026
States & Edge Cases
Feb 23, 2026
Feb 24, 2026
Dev Handoff
Mar 2, 2026
Mar 4, 2026
Responsive
Feb 25, 2026
Feb 27, 2026
Stesha
PM Lead
Leads the project management direction. Oversees processes, structure, and communication across teams, ensuring every project runs with clarity, focus, and calm precision.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/86c56f25e671298ffdaf06a6/010fadd89914e9de6d8454af/team_01.jpg
Maria
Product Design Director
Guides product vision and design strategy. Elevates quality, empowers teams, and aligns experience with business goals.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/34dd5ad816290621c12feb68/a06480051b786a3262f8ee42/team-maria.jpg
Yana
Senior Product Designer
Crafts intuitive product experiences through research, systems thinking, and iterative design. Turns complex needs into simple solutions.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/4698ef0c6cf5f97cc9bcbfee/3a4cdd748217a1032c5510a7/team-yana.jpg
5 Product
Jan 15, 2026
Jan 21, 2026
Wireframes
No items found.
Stesha
PM Lead
Leads the project management direction. Oversees processes, structure, and communication across teams, ensuring every project runs with clarity, focus, and calm precision.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/86c56f25e671298ffdaf06a6/010fadd89914e9de6d8454af/team_01.jpg
Maria
Product Design Director
Guides product vision and design strategy. Elevates quality, empowers teams, and aligns experience with business goals.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/34dd5ad816290621c12feb68/a06480051b786a3262f8ee42/team-maria.jpg
Yana
Senior Product Designer
Crafts intuitive product experiences through research, systems thinking, and iterative design. Turns complex needs into simple solutions.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/4698ef0c6cf5f97cc9bcbfee/3a4cdd748217a1032c5510a7/team-yana.jpg
5 Product
Jan 5, 2026
Jan 9, 2026
Discovery & Research
No items found.
Stesha
PM Lead
Leads the project management direction. Oversees processes, structure, and communication across teams, ensuring every project runs with clarity, focus, and calm precision.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/86c56f25e671298ffdaf06a6/010fadd89914e9de6d8454af/team_01.jpg
Maria
Product Design Director
Guides product vision and design strategy. Elevates quality, empowers teams, and aligns experience with business goals.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/34dd5ad816290621c12feb68/a06480051b786a3262f8ee42/team-maria.jpg
Yana
Senior Product Designer
Crafts intuitive product experiences through research, systems thinking, and iterative design. Turns complex needs into simple solutions.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/4698ef0c6cf5f97cc9bcbfee/3a4cdd748217a1032c5510a7/team-yana.jpg
5 Product
Jan 5, 2026
Jan 21, 2026
8000
Structure
We’ll begin by aligning on the boundaries of the prototype, including the target user, the specific analyst workflow being addressed, the structure of the company profile output, and the approved data sources. These decisions establish the functional backbone of the prototype and are treated as fixed inputs for downstream work.
We’ll then map the end-to-end user journey and translate it into wireframes that describe how requests are initiated, interpreted, refined, and delivered. This phase focuses on defining flow and responsibility rather than technical execution.
We’ll then map the end-to-end user journey and translate it into wireframes that describe how requests are initiated, interpreted, refined, and delivered. This phase focuses on defining flow and responsibility rather than technical execution.
Discovery & Research
Jan 5, 2026
Jan 9, 2026
User Journey Mapping
Jan 12, 2026
Jan 14, 2026
Wireframes
Jan 15, 2026
Jan 21, 2026
Stesha
PM Lead
Leads the project management direction. Oversees processes, structure, and communication across teams, ensuring every project runs with clarity, focus, and calm precision.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/86c56f25e671298ffdaf06a6/010fadd89914e9de6d8454af/team_01.jpg
Maria
Product Design Director
Guides product vision and design strategy. Elevates quality, empowers teams, and aligns experience with business goals.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/34dd5ad816290621c12feb68/a06480051b786a3262f8ee42/team-maria.jpg
Yana
Senior Product Designer
Crafts intuitive product experiences through research, systems thinking, and iterative design. Turns complex needs into simple solutions.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/4698ef0c6cf5f97cc9bcbfee/3a4cdd748217a1032c5510a7/team-yana.jpg
5 Product
Jan 12, 2026
Jan 14, 2026
User Journey Mapping
No items found.
Stesha
PM Lead
Leads the project management direction. Oversees processes, structure, and communication across teams, ensuring every project runs with clarity, focus, and calm precision.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/86c56f25e671298ffdaf06a6/010fadd89914e9de6d8454af/team_01.jpg
Maria
Product Design Director
Guides product vision and design strategy. Elevates quality, empowers teams, and aligns experience with business goals.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/34dd5ad816290621c12feb68/a06480051b786a3262f8ee42/team-maria.jpg
Yana
Senior Product Designer
Crafts intuitive product experiences through research, systems thinking, and iterative design. Turns complex needs into simple solutions.
https://production-cdn.whalesyncusercontent.com/v2/d8f91f6bb55e299f79fcd7fc/4698ef0c6cf5f97cc9bcbfee/3a4cdd748217a1032c5510a7/team-yana.jpg
Overview
Deliverables
Timeline
Sep 17 – Oct 13
3.5 months
40 weeks
Leadership team
Task
Design and prototype a focused prototype that demonstrates the core value of an agentic AI platform for investment banking workflows, specifically the automated generation of institutional-grade company profiles.
The prototype’s purpose is to validate feasibility, communicate differentiation to investors and early customers, and enable rapid testing during a limited external data trial window. As such, the work prioritizes clarity of flow, credibility of outputs, and realism of interaction over breadth of features.
The prototype will center on a ChatGPT-style conversational interface that allows a user to request a company profile, review how the system interprets the request, iterate on structure and content, and receive a polished, presentation-ready document. The output will mirror real investment banking deliverables, using a consistent, professional slide format and constrained data sources suitable for institutional use.
Scope is intentionally narrow. The prototype will focus on a single, well-defined use case and a limited set of representative companies, demonstrating how the system works end-to-end without attempting to solve the full complexity of the eventual product.
The prototype’s purpose is to validate feasibility, communicate differentiation to investors and early customers, and enable rapid testing during a limited external data trial window. As such, the work prioritizes clarity of flow, credibility of outputs, and realism of interaction over breadth of features.
The prototype will center on a ChatGPT-style conversational interface that allows a user to request a company profile, review how the system interprets the request, iterate on structure and content, and receive a polished, presentation-ready document. The output will mirror real investment banking deliverables, using a consistent, professional slide format and constrained data sources suitable for institutional use.
Scope is intentionally narrow. The prototype will focus on a single, well-defined use case and a limited set of representative companies, demonstrating how the system works end-to-end without attempting to solve the full complexity of the eventual product.
Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏
Approach
We’ll approach the work as a tightly sequenced design process, structured to reduce uncertainty early and preserve momentum in later phases. Each stage intentionally narrows the problem space, ensuring that decisions compound rather than reopen as the work progresses. This allows the team to move quickly while maintaining alignment and discipline around scope.
Early phases focus on clarifying assumptions and defining the shape of the experience before any visual or interaction decisions are finalized. Once the underlying structure is agreed, attention shifts to converging on a single, coherent product direction that can be consistently applied. Only after those decisions are locked do we move into detailed design and prototyping, translating intent into a concrete, interactive artifact.
The process is designed to surface open questions early, resolve them at the appropriate level of fidelity, and conclude with a prototype and documentation that clearly articulate what has been validated, what remains open, and how future work can build on this foundation without rework.
Early phases focus on clarifying assumptions and defining the shape of the experience before any visual or interaction decisions are finalized. Once the underlying structure is agreed, attention shifts to converging on a single, coherent product direction that can be consistently applied. Only after those decisions are locked do we move into detailed design and prototyping, translating intent into a concrete, interactive artifact.
The process is designed to surface open questions early, resolve them at the appropriate level of fidelity, and conclude with a prototype and documentation that clearly articulate what has been validated, what remains open, and how future work can build on this foundation without rework.
Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏 Fill me in 🙏
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Deliverables
Timeline
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Team
Leadership team
Specialists on Deck
Budget
Deliverable
Duration
Budget
O0 is a full-stack cloud design studio. We build digital products, from zero to launch.
What we do
We build Awwwards winning websites. Some Red Dots are in our pocket too. We choose impact over vanity, quality over numbers. Our studio started as a part of a tech startup, so we fluently speak product, know how to design them, brand them, and put them on the shelf.
