Full-Time

Founding Designer

Endex

Endex

11-50 employees

AI-powered platform for unified financial analysis

No salary listed

New York, NY, USA

In Person

Category
UI/UX & Design (1)
Required Skills
UI/UX Design
Figma
Product Design
Excel/Numbers/Sheets
Requirements
  • 3+ years of product design experience at technology companies, ideally B2B SaaS or technical tools
  • Strong portfolio showcasing end-to-end product design work with measurable impact
  • Proficiency in modern design tools (Figma required)
  • Experience designing complex workflows or enterprise software
Responsibilities
  • Core Product Experience: Design the end-to-end user journey for interacting with AI agents in Excel. Create intuitive interfaces for complex workflows (prompting, iterating, reviewing AI outputs)
  • Onboarding & Activation: Craft the first-time user experience that takes someone from what is this to I can work with this
  • Design System: Build and maintain our design system from scratch
  • Visual Identity: Shape Endex's brand through our product, marketing site, and collateral. Create a visual language that feels sophisticated, trustworthy, and cutting-edge
  • Cross-Functional Collaboration: Work closely with Engineering and Product to ship designs. Balance user needs with technical constraints, especially within Excel's add-in environment
  • Growth & Conversion: Design signup flows, pricing pages, and upgrade prompts that drive conversion
Desired Qualifications
  • Background in finance or financial services—you understand Excel power users and financial modeling workflows
  • Experience designing AI/ML products or agentic interfaces
  • Experience with design systems or component libraries
  • Front-end development skills (HTML/CSS/JavaScript)
  • Experience at early-stage startups (seed to Series A)

Endex is a B2B AI platform for financial services that unifies a firm’s internal files, external data, and other sources into one searchable interface. It automates analytical workflows and acts as an autonomous financial analyst by using a generative AI model trained on the firm’s internal knowledge. The system indexes data from multiple sources, enabling task decomposition into customizable, traceable plans that execute steps automatically while keeping data secure. Its focus on firm-specific models, data unification, and auditable workflows helps investment teams speed up analysis and decision-making.

Company Size

11-50

Company Stage

Early VC

Total Funding

$14M

Headquarters

New York City, New York

Founded

2022

Simplify Jobs

Simplify's Take

What believers are saying

  • OpenAI Startup Fund backing signals strong product-market fit and preferential model access.
  • 1.2 billion Excel users represent massive TAM for financial analysis automation.
  • Multi-source data integration unifies fragmented workflows for investment teams managing complex ecosystems.

What critics are saying

  • Microsoft Excel Copilot native AI agents render Endex's add-in model obsolete within months.
  • Adeia patent litigation over AI-in-spreadsheet technology threatens operational continuity and investor confidence.
  • OpenAI's standalone o3-mini financial analyst app cannibalizes Endex's Excel-dependent business model.

What makes Endex unique

  • Excel-native deployment eliminates adoption friction versus standalone financial analysis platforms.
  • OpenAI's reasoning models enable superior performance on complex financial tasks like DCF modeling.
  • Auditable AI outputs with integrated citations address regulatory compliance constraints in financial services.

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Your Connections

People at Endex who can refer or advise you

Benefits

Health Insurance

Retirement planning

Stock Options

401(k) Retirement Plan

401(k) Company Match

Growth & Insights and Company News

Headcount

6 month growth

-11%

1 year growth

-4%

2 year growth

-14%
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Aug 6th, 2025
Endex.ai raises $14M in funding led by OpenAI Startup Fund to bring AI agents directly into Excel

Endex.ai, a tech startup that's been building an AI agent that lives inside Microsoft Excel, has raised $14 million in funding.

TechStartups.com
Aug 6th, 2025
Endex.ai raises $14M for Excel AI

Endex.ai, an AI startup, has raised $14M in funding led by the OpenAI Startup Fund to integrate AI agents into Microsoft Excel. Founded in 2022 by Tarun Amasa and Kevin Yang, Endex.ai has been collaborating with financial institutions to refine its product. The funding marks a significant step in bringing AI capabilities to one of the most traditional business tools, Excel.

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