Scaling partner acquisition and platform performance for an ecosystem platform

Redesigning the VestedX platform in 2 months

TIMELINE

2 months

Challenge

Existing platform had clunky workflows and interface design that limited partner adoption and slowed feature rollout.

Impact

100+ ecosystem partners onboarded
Major players like Plug and Play Tech Center and Trellis Group joined the platform
Increased sales conversions across the platform
Lower attrition rates in first 30 days

The Opportunity

VestedX is an ecosystem platform connecting climate tech vendors with corporate buyers. They'd built a marketplace bringing together ESG practitioners, venture capitalists, and sustainability vendors across carbon accounting, ESG software, and climate risk assessment.

But the interface wasn't optimized for buyers to discover solutions quickly or for vendors to showcase their value effectively. With partnerships ready to activate, they needed a redesigned platform that could:

Scale partner onboarding without sacrificing user experience
Enable buyers to quickly discover and evaluate climate tech solutions
Support multiple solution categories from carbon capture to ESG reporting
Give the team autonomy to add features and content independently

Without it, growth would stay bottlenecked by design limitations.

User flow diagram of vendor and customer journeys

The Impact

The redesigned platform became VestedX's foundation for partner acquisition and serving corporate buyers at scale.

100+ ecosystem partners onboarded:
Major climate tech players joined after launch, including Plug and Play Tech Center, Trellis Group, and Enduring Planet.
Sales conversions increased:
Streamlined discovery flows and clearer vendor positioning help buyers quickly identify solutions matching their needs.
First-month attrition reduced:
Improved onboarding and intuitive navigation reduced user drop-off in the critical first 30 days.
Feature deployment accelerated:
The architecture supports expansion to new customer segments and broader market reach as the company grows.
Feature deployment accelerated:
The team now rolls out new solution categories and platform features independently, without waiting on design support.

"They immediately understood the concept and the business that we're building and incorporated not only our vision, but also had some proactive ideas for how they could improve on the user flow and functionality."

Kent Costello

Founder, VestedX

Web dashboard showcasing open RFIs for corporate vendors

Scope

Product strategy

UX design

Corporate Decks

Tools

How we delivered

We built a flexible platform system that handles ecosystem complexity while giving the team full control.

Ecosystem positioning:
We positioned the platform around buyer behavior. The focus shifted from listing vendors to matching solutions based on how buyers actually evaluate partners.
Architecture for scale:
We built information architecture and user flows that work across multiple vendor categories. The structure scales as new solution categories launch without requiring redesign.
Interface that showcases without overwhelming:
We created designs that let vendors highlight their expertise while making it easy for buyers to filter and compare. Both sides find what they need without friction.
System for independence:
We developed a Figma design system with reusable components. The team launches new sections using the established system without starting from scratch.