Work
Fintech / Brand and product · Beta launch during tenure · 2019–2020

What happens when one successful product wants to become a category?

I led the brand identity and supervised the first app and website as Crowdyvest became a standalone platform for impact-driven investment opportunities. The work had to introduce a new company without making existing Farmcrowdy sponsors feel that their money, history or support had disappeared.

Role
Brand identity and product design direction
Timeline
2019 — 2020
Company
Crowdyvest / Farmcrowdy

Farmcrowdy had already shown that people would fund agricultural projects through a digital platform. Crowdyvest was created to take that behaviour into a standalone product and eventually open it to opportunities beyond farming.

I led the Crowdyvest brand identity and supervised product design for its first app and website. The work covered the logo and visual system, product direction, launch materials and the operating collateral the new company needed to appear coherent from its first public touchpoint.

The difficult part was continuity. Existing Farmcrowdy sponsors already had accounts, active sponsorship cycles and money tied to future returns. Crowdyvest needed to look like a new company while making those users feel that nothing important had been lost.

01

Why Crowdyvest had to exist

Farm sponsorship had outgrown the boundaries of the Farmcrowdy product.

The company wanted one platform where members could discover and sponsor opportunities across several sectors, with Farmcrowdy becoming one portfolio company within a wider investment model. This meant moving the sponsorship relationship into a new product while preserving the trust Farmcrowdy had earned.

For an existing sponsor, the corporate structure was secondary. Their real questions were immediate:

The brand and product had to answer those questions together.

02

Building a distinct identity without discarding inherited trust

Crowdyvest needed to feel broader than Farmcrowdy without looking like an unrelated startup that had appeared overnight.

I developed a circular mark built from repeated directional forms, supported by a palette of deep teal, green, mint and lime. The mark could work as a complete logo, a large background shape or a set of smaller graphic fragments. That flexibility mattered because the identity had to move between a financial product, company documents, staff materials and physical launch environments.

The system was applied across:

This breadth was deliberate. A financial product loses credibility quickly when the app, legal documents, staff credentials and physical events look like different companies.

03

Turning the brand into product rules

The logo was only one part of the identity. The app needed a consistent way to communicate money, time, progress and support.

I set the visual and interaction direction and supervised the first product design across onboarding, account access, sponsorship management and content. The product used the darker teal for primary actions and headings, with the brighter greens reserved for progress, links and returns. Illustrations and category graphics were constructed from the same shapes as the logo so the visual language did not stop at the splash screen.

The product direction was built around four rules.

Show the user’s position first. The dashboard opens with the user, their number of active sponsorship cycles, total expected returns and the time remaining on the next cycle. That is more useful than leading with promotional opportunities: a returning sponsor needs to know where their money stands before being asked to invest again.

Separate commitment from interest. “Sponsored portfolios” and “followed portfolios” are different states. One contains money already committed; the other is a watchlist. Keeping them separate reduces the chance that a user mistakes interest for an active investment, and gives the product a clearer route back to opportunities they may fund later.

Make ongoing updates part of the product. A sponsorship does not end at payment — users need updates while the underlying project runs. “Portfolio updates” was therefore placed alongside investment history and active sponsorships rather than hidden in a generic notification centre. The decision treated reporting as part of the financial relationship.

Keep human support visible. The dashboard included direct access to an account manager and FAQs. Crowdyvest was asking people to put money into projects they could not directly inspect; a named support route gave users somewhere to go when the interface alone could not resolve a question.

Crowdyvest member dashboard showing total expected returns and the next cycle, then sponsored portfolios, followed portfolios, portfolio updates, an account manager and FAQs.
The member dashboard opened on the member’s own position, then separated sponsored portfolios from followed ones and kept updates, an account manager and FAQs on the same screen.
04

Designing the first account experience

The account flow used familiar patterns: email and password, social sign-in, account creation and password recovery.

The onboarding sequence also addressed safety before the user reached the investment catalogue. This was a reasonable order for a new financial brand. The product was asking people to carry trust from Farmcrowdy into a company with a new name, broader scope and unfamiliar opportunities.

The surviving screens show a clean, sparse interface with one dominant action per page. That restraint helped the new brand feel more controlled and reduced the visual noise around high-consequence actions such as registration and login.

05

Expanding from farms to portfolios

The language of the product shifted from individual farms to portfolios.

That change allowed the same structure to support agriculture and other impact sectors without rebuilding the core experience for every new opportunity. Users could browse available portfolios, follow those they were considering, sponsor one and return later for updates.

The product architecture visible in the early screens included:

The content area still carried a strong agriculture bias in the early design, with categories such as Agribusiness and Farming Series. That makes sense for a product inheriting Farmcrowdy’s audience and content library. It also shows the next design task clearly: the information architecture would need to expand as Crowdyvest added sectors.

Crowdyvest login screen: email and password fields, a forgotten-password link, Facebook and Google sign-in, and a create-an-account route.
Account access used patterns people already knew. For a brand asking sponsors to carry trust across from Farmcrowdy, familiar was the point.
Crowdyvest onboarding screen headed “Safe”, with a skip link and a continue action.
Safety came before the catalogue in the onboarding order. The wording on the screen is the company’s own from 2019–2020, shown here as evidence of that sequencing decision rather than as a claim about the product.
Crowdyvest blog feed with an All-news and Categories tab bar over category cards: Agribusiness, Farming Series, News & Events, Farming Inspiration and Infographics.
The content categories show the agriculture bias the case study describes — an inherited library that the information architecture would have to outgrow as sectors were added.
06

Designing the website and launch system

The website had a different job from the app.

The app served registered members managing sponsorships. The website had to explain the new company, establish legitimacy, describe the portfolio model and move new or migrating users into an account.

I supervised the website design so it used the same hierarchy, colour system, typography and graphic fragments as the app. The broader rollout carried that system into company documents, staff identity and event materials.

The sequence of the surviving files shows the work moving from identity and launch collateral in mid-2019 into a fuller product system through 2020. Crowdyvest was being built as a company people could encounter online, in person and through formal documents without the identity changing at each step.

Full Crowdyvest website landing page introducing the platform, the portfolio model, how it works and routes into the app.
The website did the job the app could not: introduce a company that did not exist last year, explain the portfolio model and hand the reader to an account.
07

Launching while money was already in motion

Crowdyvest entered beta in 2019. Existing Farmcrowdy users were asked to consent to the transfer of their sponsorship data, then access their previous history and active commitments inside Crowdyvest.

That made the transition more than a visual rebrand. It involved:

The product work had to respect all six at once. A polished new interface would have meant little if a sponsor logged in and could not find an existing investment.

08

Scope of this case study

This case study covers the brand identity and first product work completed in 2019–2020: the standalone identity, the portfolio structure and the continuity of existing sponsorships into the new platform.

09

What this work proves

Crowdyvest sits at the intersection of brand, product and organisational change.

I was not designing an isolated set of screens. I was helping a company move an existing financial relationship into a new structure, then giving the new product enough range to support more than one sector.

The senior decision was to treat continuity as the core design problem. The logo, app, website, account history, portfolio states, support routes and launch materials all had to tell the same story: this is a new platform, and the commitments you already made are still accounted for.

fintech
Next case study
Selling fresh food when the markets shut.