Aqua logo next to a graph showing investment activity with total invested amount of $2,450,000 and steps of investment growth in blue.Aqua logo on a dark background with a financial chart showing investment growth and total invested amount of $2,450,000 in Thamesville Fund.
YC S21
Investments
Fintech
Payments
Savings

About Company

Aqua is an investment platform that allows individuals to invest in private equity at lower minimums. In addition, Aqua empowers financial advisors to invest beyond conventional asset classes and access opportunities traditionally only available to large institutions and ultra-high-net-worth investors.
Location
🇺🇸 U.S.A
Industry
Startup
Plan
Pro
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Website homepage for Aqua offering curated private equity investments, showing investment activity graph and logos of world-class and angel investors.

Challenge

Aqua Investment needed a makeover to catch the eye of financial advisors. Their existing brand and app weren't cutting it in the competitive market. So, they turned to us to give them a fresh look and make their platform more user-friendly. Opting for our Pro subscription plan helped them get the job done quickly and efficiently.

Investment platform dashboard showing multiple Tharnesville Fund opportunities with details on target IRR, strategy, minimum investment amount, and status stages like Fundraising Complete and Post.Dashboard showing Thamesville Fund details with fundraising stages, fund performance metrics including 20% IRR, 3 years fund length, $100,000 minimum investment, allocation status, and transaction history with statuses, IDs, types, details, and amounts.
User interface of Aqua investment platform showing Documents section with a list of 'Confirmation of Investment Thamesville Fund' documents under Account Statements, filtered by 'Thamesville', including document type, account name, date, and read/unread status.
Two web interface screens showing invoice and payment details with tabs, tables, and action buttons for managing transactions.

UX/UI Design

Our approach to redesigning Aqua Investment's web app was centered on capturing the essence of their mission - to provide financial advisors with an intuitive platform for accessing unique investment opportunities.

The resulting design reflects Aqua's commitment to simplicity and functionality, prompting discussions about extending the redesign to their app interface.

Investment portfolio dashboard showing total invested $2,450,000 and total distributed $450,000 with investment and distribution activity line graphs from 2015 to 2021, plus a table of investment details.
Mobile screen of Aqua portfolio showing total invested $2,450,000, total distributed $450,000, and a growth chart for Thamesville Fund distribution activity.Mobile screen showing Aqua portfolio with total invested $2,450,000, total distributed $450,000, and a blue area graph of distribution activity for Thamesville Fund.
Investment opportunity listing for Thamesville Fund with 20% target IRR, buyout strategy, 3-year fund length, $100,000 minimum investment, 78% allocated and 22% allocation left, marked as active.Mobile app screen showing 'Invest' with Reward and Referral Program details, including balance and activity dates.
Three screens of an investment platform showing investment details confirmation and account options.

Illustrations

Awesomic designers crafted custom illustrations specifically tailored to Aqua Investment's brand identity and values. These illustrations not only add a visually appealing touch to their website and app but also serve to communicate complex investment concepts in a clear and engaging manner.

Diagram showing SPV-as-a-Service flow: Investors, Wealth Advisor, Aqua platform, and Investment Opportunity.Diagram illustrating SPV-as-a-Service for wealth advisors showing labeled icons for Investors, Wealth Advisor, Aqua platform, and Investment Opportunity.3D diagram showing Advisors represented by three blue cubes with person icons, Aqua represented by a circle with blue and yellow swooshes, and Fund Managers represented by a blue cube with a yellow gradient sphere.Digital illustration depicting a marketplace for advisors and fund managers, showing three advisor icons on the left, a central colorful circular symbol labeled Aqua, and a spherical icon on the right labeled Fund Managers.3D layered cube connected to smaller cubes representing cloud storage synchronization across devices.Diagram illustrating feeder funds structure, showing underlying funds stacked and linked to a feeder fund, which connects to strategic investors.

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