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Tequity

AI deal-room that turns a scattered pile of diligence documents into source-grounded answers investors can actually trust.

Role
Product Designer
Industry
Fintech
Status
Live

Confidential, password required

Tequity is under NDA, so this stays high-level. What I can tell you is the role I played and the work I owned.

At Tequity I led product strategy and design end-to-end for an AI deal room used in M&A diligence. Research and workflow discovery, the interface and design system, and the parts users never see: how documents get organized automatically, how the AI retrieves and cites answers without bluffing, and how permissions stay manageable as a deal room grows.

The work that mattered wasn't the screens. It was the system underneath. I designed an upload experience that shifted organization from the user to the system, so a messy pile of files came back investor-ready without anyone sorting by hand. I built the AI experience around source-grounded answers, so every response linked back to the original document instead of asking people to trust a black box. And I replaced fragile file-level permissions with room-level roles, so access stayed simple as deal rooms scaled.

Every decision was a tradeoff I had to own. Automation versus control, speed versus confidence, flexibility versus consistency. I worked closely with engineering on retrieval, permission systems, and information flows, the layers most design work never touches.

It's the hardest thing I've built and the most I've learned from one project. It taught me that good AI products are built on trust, that good defaults usually beat handing people more controls, and that enterprise UX is really systems design.