Sign-Up Redesign (Marvin)

--- tag: testing --- # Sign-Up Redesign (Marvin) - Picture on the right means nothing to me, I would expect it to be something a lot more relevant to Raise - What does the email look like for the email confirmation? - Can we flesh out this part of the process so we know what it's like? - On the KYC page - Is this image helping sell our product? If not, lets centralise the content of the page - Appruv is another service for account verification - We need to be very clear on the language, people need to know they are verifying themselves as an individual - Getting started modal - Let's arrange these horizontally (otherwise it feels like one action is a priority) - ***Let's get an action for a lawyer or employee*** - ***"Find a company to help manage" & search for details + match*** - "We've noticed your email is currently linked to the following companies" + option to manage (action) OR take alternative action (create company + Deal Room) - We want to show that Raise is a network effect platform - Perhaps straight after the sign up/verification "These are the companies + investments linked to your email" - Your portfolio and companies you are a part of... - If you sign up with a different email, it just wouldn't show - Tick the box/deselect companies that aren't relevant to you (low chance of this anyway) - How many details should we show to these new users? - Company Name - Logo - Your relationship/role - Shareholdings (Yes/No) - The less confidential info the better - Name of co. + type of asset - INVITED BY EMAIL - The primary email here is locked (can't change) + you can add secondary email Emails - Sign Up Verification - Invite from Shareholding/Company Managing Timeline - Cycle 1 - Sign Up - KYC (Mono/Appruve) - Link your companies/shareholdings - Account & Billing - Cycle 2 - Google, Microsoft, etc for Sign Up - New Dashboard (Actions/Manage/Portfolio) - Implement for Onboard Raise account - Wizards for above Actions (Create Company + Find Deal) - Deal Rooms Page - Start product tours - Cycle 3 - Product Tours - Dashboard (Personal + ) - Company --- ## Notes from Call No.2 --- ## Call w/ Mono ### Overview Raise are looking to implement Mono as a service to help users (founders, lawyers, investors) in getting verified (KYC) on the platform. This would then allow them to give and receive investments through the platform. Furthermore, various companies connected via Mono could be synced, along with their details: - Incoporation details - Cap Tables - Financial information ### How can Mono assist Raise users? - Full corporate name - Business name - Address - Registration date - Insights into shareholders (names, D.O.B + other personal info) + their shareholdings - You can see the shareholdings of each individual (AMC point) - More of an overview of the individual ownership % ### How does the API work? The process is pretty straightforward. First you register on the platform, and then request access + sign forms. Via your dashboard you can get access to our slack channel where our engineering team can help you integrate Mono into your platform. Via dashboard you also have integration for API, SDKs, React Native etc. Once those are completed you just need the customer to come onboard and link their account, giving them access to the information we have available at the end point. ### How does the scanning + syncing of accounts work? ### Permissions It depends on what you are trying to use it for. For example, identifying the customer, yes. You can use information to go ahead and fill out the information. ### Pricing --- ## Call w/ Appruve ### Overview Raise are looking to implement Appruve as a service to help users (founders, lawyers, investors) in getting verified (KYC) on the platform. This would then allow them to give and receive investments through the platform. Furthermore, various companies connected via Appruve could be synced, along with their details: - Incoporation details - Cap Tables - Financial information Ghana, Nigeria, Kenya, and Uganda. Later to be South Africa, Egypt, Cote D'Ivore, Senegal ### How can Mono assist Raise users? - You give us an identifier, we gather the information about those particular searches (information) and give it back to you - It has to be a contract between you and the specific user - Asking someone to connect their Raise account counts as "consent" - However the documents they use to identify their linked accounts (e.g Banks) can't be shared accross different platforms - Users don't have much facetime (if any) with Appruve users... it's more a back-end handshake with banks - They hope to integrate a feature like this in the future... Can provide info on shareholders and company incoporation information... - Could this help with company verification? - We just can't share personal information on the shareholders - Name, Shareholdings, Address, Age (d.O.B), Country of Residence + Nationality - Company information can be found here... https://docs.appruve.co/appruve-business/beneficial-ownership/nigeria ### How does the API work? ### How does the scanning + syncing of accounts work? ### Permissions ### Pricing