


Case study: Approved Investors, Vetted Corporates, High-Potential Assets
We designed the web application for The Impactful Group (TIG), which delivers curated investment opportunities backed by comprehensive risk analysis, so investors can make confident, data-driven decisions.
- Client
- The Impactful Group (TIG)
- Location
- Melbourne, Australia
- Industry
- Investment technology
- Platform
- Web and mobile
- Services
- Human-centered UX design, intuitive user interaction and interactive prototype
§ 1The Brief
One Platform for Investors, Corporates and Assets
- Personas4
- Team members5
- Screens designed150+
- Months6
The Impactful Group (TIG) is an innovative digital platform that connects approved investors with vetted corporates and high-potential assets. By delivering curated investment opportunities backed by comprehensive risk analysis, including financial performance and ESG (Environmental, Social, and Governance) criteria, TIG enables investors to make confident, data-driven decisions.
To support this vision, TIG required a sophisticated web application designed to streamline the investment journey and deliver actionable insights with precision and transparency.
§ 2The Challenge
How We Helped The Impactful Group Move Projects From Submitted to Funded
TIG was new ground, with few competitors to learn from and a great deal of data. Each stage of a project’s path to funding had its own problem to solve.
-
Stage 01 of 04 Submitted
Fragmented Investment Data & Workflow
Challenge. The investment ecosystem was burdened by siloed data sources and manual processes, making it difficult for investors to evaluate opportunities efficiently.
Solution. A centralized digital platform was developed to consolidate investment data, automate workflows, and offer seamless access to curated opportunities in one unified interface.
-
Stage 02 of 04 ESG Screened
Need for ESG Integration in Risk Assessment
Challenge. Incorporating environmental, social, and governance factors into risk assessments required a system that balanced depth with usability.
Solution. We embedded ESG scoring models within the platform, making these critical insights easily accessible and digestible within the investor workflow.
-
Stage 03 of 04 Approved
Limited Real-Time Risk Visibility
Challenge. Investors lacked access to dynamic insights, particularly around financial and ESG risk factors, impacting decision-making confidence.
Solution. We integrated a powerful analytics engine that delivers real-time data visualizations, enabling comprehensive, informed investment evaluations.
-
Stage 04 of 04 Funded
User Experience & Adoption Barriers
Challenge. A complex and non-intuitive interface hindered user engagement, especially for time-sensitive investment actions.
Solution. A clean, modern UI/UX design enhanced usability, with intuitive navigation, clear information hierarchy, and streamlined workflows tailored for all user types.

§ 3Who It’s For
Three Doors Into One Platform
Everyone signs in to the same platform and sees the part that matters to them. Onboarding takes each organisation through users, compliance, KYC and integrations before it goes live.
Asset Managers
Manage assets, projects and the data behind them.
Investors
Find and assess curated investment opportunities.
Consultants
Open client projects and the insights around them.
§ 4Inside the Platform
The Platform, Plate by Plate
The web application was designed with a sleek, professional aesthetic that balances form and function. A simplified navigation structure, responsive layouts, and interactive data visualizations were implemented to ensure seamless accessibility across devices.

Every Project, One Page
Overview, partners, suppliers and contractors, applications and sustainability features, with a link to the project’s digital twin.

The Investor’s Dashboard
Profile performance, asset management, funding partners and associated investors in one view, with events and articles beside them.

The Data Vault
Governance, financial and ESG documents in one vault, next to the organisation’s ESG score and the reports it supports.

The Data Store
Connected sources, data ingestion and storage at a glance, for the team that keeps the platform’s numbers current.
§ 5Colophon
Serious, Trustworthy and Easy to Read
Proxima Nova sets most headings and body copy: an orderly typeface with a serious, trustworthy voice. The brand colours stay consistent across every screen, so dense data still feels calm.
- Typeface
- Proxima Nova
- Deep teal
- #0E5A64
- Aqua
- #2BB5A8
- Haze
- #A9BFC5
- Ice
- #EFFBFE
§ 6Outcomes
Business Impact & Measurable Results
- I
Seamless Investment Experience
The redesigned platform delivered a streamlined user journey, enabling investors to discover and evaluate curated opportunities effortlessly.
- II
Enhanced Risk Intelligence
Real-time risk assessment tools integrating both financial and ESG factors empowered smarter, data-driven investment decisions.
- III
Improved Transparency & Trust
The structured, insight-driven dashboard enhanced clarity and fostered greater transparency between investors and corporates.
- IV
Increased User Engagement & Adoption
A modern interface and intuitive navigation significantly improved usability, resulting in higher investor engagement.
Tools & Technologies
The Tools Behind The Impactful Group
Client Testimonials
In Our Clients’ Own Words
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Client Results
Reviewed on Upwork, Trustpilot, Clutch, G2 and GoodFirms
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