About the Client: In 2020, Dream Unlimited launched a new division named Dream Equity Partners, an asset management business for private real estate clients. To minimize the inherent risk of establishing a new fund, Dream wanted to test their initial ideas before the official launch of any financial product.
Jameel Somji* and I ran two design sprints to answer their critical business questions, confirm the customer profile and refine the investment terms. We helped foresee any potential failures, confirmed the opportunities to explore and challenges to resolve. My business partner facilitated strategic conversations to align the senior leadership team (+ 9 people), addressing everyone's concern to make sure they are confident about the plan ahead.
I prepared the workshop activities including the design of digital whiteboards and support materials. In record-time, I created three realistic prototypes to be tested with customers: on-brand brochures that matched industry standards, and so clients expectations, reflecting a balance of simplicity and professionalism that would inspire trust during testing.
The Client discreetly reviewed the fund prototypes with Pension Plan Managers, Sovereign Wealth Funds and Family Offices to gather feedback before iteration. Our work enabled them to confirm the right market fit and accelerate the launch of three financial products. This was our second successful project for Dream Unlimited.
*Jameel Somji, Innovation Director at SpiNovation Labs