Investment AI | Prototype Design
Overview
Deliverables
See in details
Timeline

Sep 17 –  Oct 13

3.5 months

40 weeks

See full timeline
Leadership team
See full 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.

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.

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 🙏

Deliverables
Timeline
This is some text inside of a div block.
Team
Leadership team
Specialists on Deck
Budget

Deliverable

Duration

Budget

Video preview
Video preview

O0 is a full-stack cloud design studio. We build digital products, from zero to launch.

What we do

Opinions