2024-2025

Leading product design at Cassandra AI through its early-stage phase

Cassandra started out as a B2B SaaS for valuing real-estate portfolios at scale, and in a short time grew into a very complex suite, with a B2C marketplace as its spearhead. I joined when a first version of the product already existed, with an inherited UI and a dev team in an early phase.

Design Partner ProptechB2BB2COps

+200k revenue

After the full B2B redesign and the 0→1 B2C redesign.

+30.5% leads

Designing funnels for lead capture and qualification.

+20 months

Of leadership and support across the company's various stages.

First lever: UI redesign of the B2B vertical

Cassandra's valuation SaaS in use
B2B SaaS — after the redesignDespuésB2B SaaS — before the redesignAntes
The valuation SaaS, before and after the redesign

With an MVP version of a SaaS for valuing real-estate portfolios, the first challenge I took on was redesigning the interface so the product could actually start to be commercialisable.

To understand the tool's potential usability, I ran interviews with senior real-estate analysts, who told me what existing market solutions they used for these analyses and how. Those workflows were mapped as jobs-to-be-done.

The next step was to coordinate with the Dev and Data team to figure out what to prioritise and what to leave out in the short term. That kept the redesign anchored to reality instead of turning into a wishlist.

The result was a redesign of the interface that leveraged the branding and elements the previous design already had, but adapted to the user's needs. With it, the company managed to consolidate its market position as a relevant player.

Second lever: B2C vertical in a 3-week sprint

Mockup of the marketplace on mobileThe marketplace on laptop
Profitability map by areaCassandra AI Investment Opportunities
Video DEMO and creative assets for Cassandra Investment Opportunities

The startup's next expansion phase meant carving out a spot among private investors, positioning itself as a B2C portal able to attract and capture both demand and supply.

The business hypothesis was to build a marketplace in record time and without room for UX Research, betting more on future iteration on the tool once in production.

The UI Kit designed for the B2B vertical wasn't enough, for several reasons:

  • A B2B interface calls for more effort in visual design, since it's a key element for generating and earning the user's trust.
  • The existing components weren't enough to cover all the needs of the new platform.
  • Time was working against me, and designing from scratch wasn't the best solution.
Listing of opportunities with map
Search — listing (mobile)Asset detail (mobile)All filters (mobile)Map search (mobile)Investment simulator (mobile)
Listing of opportunities
Asset detail on desktop
Different responsive views of the Cassandra Opportunities Marketplace prototype

By then, I already knew Shadcn/UI and its advantages for both developers and designers. Without getting into the former, suffice it to say that the Figma libraries made a solid enough base to propose interface prototypes with a style and an aesthetic that was, even back then, fully hegemonic.

The key decision was to go with this stack, though the integration with the development team wasn't as good as I'd hoped. Faced with the need to build a new front end, I saw the chance to migrate the stack to Shadcn/UI, but the team wasn't willing to take on the time needed to get familiar with this framework before getting to work. We decided to keep the old framework —which had no parallel in Figma— and adapt it as far as possible to the Shadcn/UI styles.

Along the way we lost not just aesthetics, but also tokens, agility and governance. And what was, from my point of view, the first chance to truly start aligning the work of Design and Development turned into a technical debt that was ever harder to pay down.

Real-estate investment calculator
Detail of the Figma file
Detail of the Figma file

Visual design, support for marketing and business

Data-processing canvas
Creative design for several channels.

With both verticals launched, the next challenge was iterating the marketplace design and designing, together with the in-house UX/UI Designer, the websites and landing pages and the commercial decks for clients and investors.

Lead-capture email
MobileMobile
MobileMobile
DesktopDesktopDesktop
Visual design and copy for the user lifecycle email chain — activation, retention and re-engagement.

On top of that, I designed the creative assets and the copy for the marketing team, both for email marketing and for SEM.

SEO-SEM creativeSEO-SEM creativeSEO-SEM creative
SEO-SEM creativeSEO-SEM creative
SEO-SEM creativeSEO-SEM creativeSEO-SEM creativeSEO-SEM creative
Creative assets for SEM.

Strategic challenge: qualifying the leads

The marketplace wasn't meeting its goal and the business wasn't getting results. Leads were coming in, but it was useless data and there was no ROI. The hypothesis it was built on hadn't been validated by a discovery phase.

Nobody knew how to solve this problem, so I decided to research how similar business models tackled it, studying the qualification funnels of the leading references in the US and Spain.

Benchmark of qualification funnels — Spain and the US
Research on the qualification funnels of the most important players in the Spanish and US markets

After the research, I showed prototypes to the product and business team, and we got moving.

We designed qualification funnels for both sellers and investors, and at last the sales team had a real base to work from.

Learnings

As a company accelerated by TheFringe/Labs, I joined Cassandra as a Design Partner, to lead the product design area. Being an outside agent to the Product team meant we weren't always aligned, or that I wasn't seen as a member of the team. From that I learned that without full alignment and trust, the work doesn't come out as it should.

Much of the proptech ecosystem sees product design as UI Design. No UX research, no strategy. I learned the result first-hand supporting Cassandra — greater delay in reaching successes and more money lost in the iterative process.

UI design has the chance to coordinate the development team so that implementation, iteration and scaling become an agile and resilient process. When the handoff doesn't work or communication isn't direct, technical debt grows irremediably until it becomes one of a SaaS's main operational problems.

Next project
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