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# System prepended metadata

title: Product Tours on Raise

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# Product Tours on Raise

Raise will be introducing a range of product tours throughout the platform in order to help guide users through actions, as well as giving them a "lay of the land" so they don't feel overwhelmed or lost.

These product tours will be created using Intercom, and can be transfered across intended updates to dahsboards and other features (e.g Cap Table).

[*For an overview on what product tours are, please first read this post.*](https://hackmd.io/LozTbdhSSgOwydMmgFIncQ)

Before starting building your product tour, remember the following...

- **Sequentialism**
- **Precision + Focus**
- **Short + Sweet**
- **Finish Strong (What next)**

### How to create a product tour on Raise

1. **Pick your location**
    - Where is your tour taking place? Where does it begin and where does it end? Remember, its a good idea to end your tour with an action (or list of) that your user can take. 
2. **Define flow/action**
    - What is the focus of this product tour? Is it to introduce a new feature, give an introductory tour, or walk them through a specific task? Define your flow. 
3. **Breakdown into 3-5 manageable and informative steps**
    - Short and sweet. Lenghty product tours never work and will lead you to losing users and money. So, define the flow/action and split it into a few (max) short steps.  
4. **Leave some level of autonomy (more a breadcrumb trail than full hand-holding)**
    - This should answer the question of "how does it end/what to do now?". Holding hands sometimes negatively impacts the users emotion of comfort and autonomy. For example, if building a cap table takes 100 micro hand-holding steps, the user will end up feeling "Crap, this is a super complex product. I can't do this by myself!". So, let's avoid that.
5. **Build It**
    - Think your tour is ready? Time to start building it out and testing it on users...
6. **Review Data and Iterate**
    - The journey never ends. Make sure you collect and analyse data as your product tours might not be working as you intended...

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## User (Personal) Dashboard

The first product tour to be created will be an exploration of the users personal dashboard. When the user first signs up/logs in to the Raise platform, they should be given a brief tour of the dashboard. 

This dashboard is currently being redesigned, however the same information and steps are applicable so we think it's best to begin building out this tour whilst we have some development bandwidth. Please feel free to edit the content/copy of the cards (below), these are more to get a general idea of what's going on as opposed to high fidelity detail.

#### [View Prototype by Clicking Here ->](https://www.figma.com/proto/pi5nwDHRnPPyC1asjQlKGi/Product-Tour?page-id=2%3A0&node-id=2%3A1&viewport=11805%2C1327%2C0.5&scaling=min-zoom)

#### [Find the Figma File Here ->](https://www.figma.com/file/pi5nwDHRnPPyC1asjQlKGi/Product-Tour?node-id=2%3A0)

### Key Features

1. **Create + Manage Companies**
    - You can create and manage your own companies on Raise, building out your due diligence and getting ready for your fundraising journey. Or you can assist companies in doing the same!
2. **Portfolio Management**
   - You can manage your portfolio and shareholdings within the Raise platform. This might be as an investor or founder, see how your shares grow over time as your companies grow too.
3. **View Deals & Invest**
   - Begin your investor journey in Raise as companies invite you to view their Deal Rooms and invest in their next round of fundraising. You can also discover public deal rooms that suit your style.
4. **Manage Profile**
    - Take your founder or investor profile to the next level by getting verified (KYC), sync your other business profiles and accounts and show customise your Raise settings.
5. **Switch Account with Ease**
    - Fluidly switch between your company and investor profile, making it easier for you to easily navigate through the Raise application. If you ever get lost, this is your “home feeling”.
6. **What Next?** (Coming Soon)
    - Create Company +
    - Find Deal Room

...

<iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fpi5nwDHRnPPyC1asjQlKGi%2FProduct-Tour%3Fnode-id%3D2%253A0" allowfullscreen></iframe>

#### Cards

<iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fpi5nwDHRnPPyC1asjQlKGi%2FProduct-Tour%3Fnode-id%3D2%253A6394" allowfullscreen></iframe>

#### Icons

<iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fpi5nwDHRnPPyC1asjQlKGi%2FProduct-Tour%3Fnode-id%3D2%253A6137" allowfullscreen></iframe>

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## Company Dashboard

The second product tour will be an introduction to the company dashboard

1. Create + Manage Companies
2. View + Manage Shareholdings
3. View + Manage Deal Rooms
4. Get Verified (KYC)
5. Link your Mono + Appruve accounts

![](https://i.imgur.com/3zLNX6u.jpg)

![](https://i.imgur.com/14FEA8O.png)

![](https://i.imgur.com/uHDkPql.png)

![](https://i.imgur.com/Qh4n6EG.png)

![](https://i.imgur.com/NMdkCBp.jpg)


### Company Dashboard Overview

1. Get Verified
2. Invite your team
3. Build Cap Table
4. Create your first deal

![](https://i.imgur.com/VCgBqqS.jpg)

![](https://i.imgur.com/uNJkBHO.png)

![](https://i.imgur.com/jRZO1z0.png)


### Cap Table Build

The users we want to target here are individuals struggling to build their cap tables by themselves.

What is the ideal flow a user needs to take in order to build their cap table?

1. Upload your relevant documents (CAC/CR-12 & Memorandum and Bylaws)
2. Create a Shareclass (Preferred, Common, Employee, Warrant)
3. Add a Shareholder
4. Add Convertibles (DEBT or SAFE)
5. Add Vesting Clauses
6. Add Signatories
7. Add Employee Stock Options

![](https://i.imgur.com/48oG1TJ.png)

### Deal Room (Company)

1. Build a scenario
2. Simulate cap table changes
3. Attach scenario
4. Fill out other company info
5. Attach documents
6. Submit for review
7. Invite investors + Launch Deal
8. Investor Analytics

![](https://i.imgur.com/cSzHDI4.png)

![](https://i.imgur.com/96maVaw.png)

![](https://i.imgur.com/UTFU8FZ.png)


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## Defining Success

### Founder

1. Sign Up
2. Create/Manage a company 
    - "You can create a company here (button), or find a company you are already a part of and help manage them below (list)"
    - Arrive in company dashboard
3. Help get your company verified (Company overview)
4. Help build the cap table/ownership

### Investor