Tax Intelligence & Optimization Platform for Retail Traders

My roles as a founder:

• Product designer (UX/IA/DS): flows, prototypes, DS library
• Researcher: interviews, synthesis, insight statements, archetypes
• Product operator (founder): roadmap, experiment design, GTM funnel, prioritization, decision memos, AI assisted building
• Marketing designer & Copywriting

Team:

• Karen: Co-founder, marketing, GTM, Management, Business reltations
• Mark: Tax advisor, domain expert, consultant
• June: CTO, backend
• Ithai: Front end
• Vin: Marketing, GTM

Part 1 - Discover (What’s true?)

Prologue:

While leading user research at RIDE (qual interviews with traders/investors), I repeatedly heard the same anxiety: “I made money, but I don’t know how much I get to keep after tax.” I treated it as an opportunity space and later validated it independently outside RIDE

Starting question