Canaree Finance
Designed a financial modelling SaaS for startups and scale-ups, helping founders create investor-ready models in minutes, from first research through to launch and first paying customers.
- Fintech
- SaaS
- Startup
- Financial Modelling
Role
Value: UX and UI Engineer
Duration
Value: 2019 to 2021
Platform
Value: Desktop Web App
Key Result
Value: First Paying Customers
2
Products Designed
4
Guiding Principles
3
Model Templates
5
Suffix: -Phase
UX Process
Startups and scale-ups need financial models to show investors how they will generate revenue, build a team and budget expenses. Spreadsheets make that slow, error-prone and daunting for founders without a finance background.
- Financial models are traditionally built in spreadsheets with a huge learning curve
- Founders without a finance background, especially pre-CFO, found them hardest
- Models had to be easy to share with investors
- Users needed guidance and education, not just software
I helped design a platform that creates investor-ready financial models in minutes, with ready-made templates, flexible pricing models and automatic advice benchmarked against industry standards.
Bold: Ready-made templates
Rest: for SaaS, Marketplace and E-commerce businesses
Bold: Automatic financial advice
Rest: benchmarking a founder's numbers against industry standards
Bold: Comprehensive style guide
Rest: documented in Zeroheight as a single source of truth
Bold: Responsive marketing website
Rest: designed, built and maintained on Webflow
Group: Founders
Built investor-ready financial models without accounting expertise
Group: Engineers
A Zeroheight style guide as the single source of truth for the build
Group: Investors
Received clear, shareable financial models instead of raw spreadsheets
Cta Heading: Read the complete case study
Founder interviews, the product roadmap, Maze usability testing, the Zeroheight style guide, and launch.
Contact Line1: Building a fintech product from scratch?
Contact Line2: Let's design the MVP that proves value.