CARL Kompass

→ Streamlining lead qualification for M&A Advisors

Company overview:

CARL is a fin-tech company that combines a network of traditional M&A advisers with AI software. Its mission is to enable every company owner in the Mittelstand (German SMBs) to find the perfect buyer by giving them access to expert M&A services that traditionally were only available to big corporations.

My role:

Conducting user research
Setting up hypothesis statements
User story mapping workshops
User flows
Wireframing
Hi-fi mockups
Usability tests
Design system
Design implementation
Gathering user feedback
Iterating

Timeline:

July 2021 - Today

Disclaimer

All product or other sensitive data was anonymized on the screens shared below.

CARL Kompass

Helping entrepreneurs jump into selling their company

CARL is Europe's leading platform for company sales. CARL focuses on advising small and medium company owners on their way to selling their company. This segment of owners is typically neglected by traditional experienced M&A boutiques.

With this problem space in mind, CARL decided to combine traditional M&A services with market-leading software to deliver the professional services of a larger M&A firm while operating at a smaller size. CARL’s strategy is to use software to automate the most time-consuming part of the process, so advisers can focus on the emotional side of selling a company.

One of the most tedious and unpredictable parts of the process for an M&A boutique is to originate new mandates. Until now, no M&A boutique figured out a scalable way to get owners to sign with them. This is why CARL decided to build its own product, CARL Kompass, to help owners get ready for selling and provide them with the right advisor.

My team launched CARL Kompass, an insight tool that:

  • provides a digital company valuation
  • gives curated advice tailored to the company situation
  • offers market insights (number of active buyers, comparable companies sold)
CARL Kompass
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