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Equanimity

A modern investment platform focused on sustainable and renewable energy projects, offering users the ability to invest in and manage environmentally conscious funds, create new funds, and communicate via chat.

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Overview

Product Design

Project Requirements

Equanimity is a sophisticated investment platform that bridges the gap between investors and sustainable energy projects. The platform provides a clean, professional interface for fund discovery (Your Funds, Funds of Interest, Trending Funds), investment management, direct chat communication, and a comprehensive workflow for users to start and manage new funds.

PROJECT SCREENSHOTS

Clean, minimalist design with a light blue and white color palette, focusing on content hierarchy and ease of navigation.

Secure user authentication: Log In (Email, Password, Remember Me, Forgot Password) and a Welcome to Equanimity onboarding.

Fund discovery dashboard: Displays Your Funds and Funds of Interest (switchable between grid/list view) with a global Search Query bar. Fund cards show image, title, location, industry, market cap, min. investment, and favorite icon.

Detailed fund view: Modal for Trending Funds or selected funds, showing title, description, location, industry, target annual return, hold period, project value, min. investment, attachments, and Q&A section, with an option to invest (Fund button).

Begin Your Investment Journey onboarding form for new users: Collects Full Name, Email, Phone Number, Direct Address.

Your Chats interface: List of contacts, message search, and standard chat messaging view.

Start a new Fund workflow: Multi-field form for Image Upload, Title, Description, Location, Industry (dropdown), Hold Period (dropdown), Target Annual Return (dropdown), Project Value, Minimum Investment, and Document Attachments.

Top navigation bar: Equanimity logo, global search, links to Your Funds, Funds of Interest, user profile icon, and notification icon.

Responsive design for web platform accessibility across various screen sizes.

Visit Figma File

Completed - August 2023

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