# User Dashboard Wizards In the next Raise development cycle (June), we will begin implementing Raise's dedesigned user (personal) dashboard. On this dashboard, users will have the options to: - Create and Manage Companies (Founders + Lawyers) - View + Manage Portfolio (All Users) - View + Deal Rooms (+ Discover later) At the moment, users create companies by Signing Up to the Raise platform. However, our new Sign Up process separates these two actions and focuses solely on getting the user started and into their dashboard. From within this dashboard (as well as the opening modal), users will have the ability to Create a New Company on Raise, or Find a Deal Room that matches their investment profile. At the moment, Deal Rooms are not public, and so the second wizard will not be implemented yet. But I will showcase it here for the sake of feedback and foresight. # Create New Company This wizard will be one of the primary actions that a user can take within the Raise platform. Before being able manage a company within the Raise platform, users must first create one or be invited by a fellow member. `We have decided to use a wizard for this creation process in order to keep the action focused, as well as being able to ask questions that assist in getting a company verified (or at least on their way to a more complete profile).` ## Pages ### The Basics `On this page users can upload some basic information (some of which is required) on the Company` | Required Fields | Unrequired Fields | | -------- | -------- | -------- | | Company Name | Logo | Country of Incorporation | Website | Your Role at Company | Incorporation Docs <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%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D15427%253A1" allowfullscreen></iframe> ... ### A Few Extras `On this page users can upload some additional information on their Company, which will add to a more complete profile, but is not required. They could skip this page if desired` - When are they raising their next round? - Now - Soon - Near Future - Not Sure - Company Description - Sectors <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%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D15427%253A233" allowfullscreen></iframe> ... ### Invite Members `On this page users can start inviting their core team members (co-founders + corp secretaries). This is unrequired (not all founders have co-founders + corp. secs), however it is strongly encouraged as these additonal members can help with company set up + verification` - Co-Founders - Corporate Secretaries <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%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D15427%253A275" allowfullscreen></iframe> ... ### Pick Your Plan `On this page users can choose their company's plan with Raise. We expect most users to continue using the 14 day free trial, or free plan. We will not be taking payment information from users just yet (unless they choose the Scale plan, but this would be rare). Instead we will prompt them to upgrade their accounts to access premium features at a later stage.` **Plan types:** - Build (Free) - Grow (14 Day Free Trial) - Scale ($199/Month) <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%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D15427%253A357" allowfullscreen></iframe> ... ## Additional Pages/Variables ### Choose Synced Company `If the user has successfully linked one of their Mono, Plaid, or Tink accounts (done during the new sign up flow), we can sync any additional companies that have been linked to their Raise account. Because of this, when they choose to Create New Company on their dashboard, we can give them the option of being able to create a new company, or to begin by selecting one of the companies already linked to their account` *If the user does not have a linked account, this page will not show and will take them directly to Page 1 (The Basics)...* **Questions** - What if they are not a founder or secretary of this company? - What rights/legalities do they have to set it up? - Does this count as fraudulent behaviour if they set up a company they are not an executive of? <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%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D15427%253A105" allowfullscreen></iframe> ... ### Missing Info *If the user does not fill out the required fields (any or both), an error message will show asking them to address the highlighted fields. They will be unable to move to the next step until they have resolved the issues.* <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%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D15427%253A1783" allowfullscreen></iframe> ### Payment for Scale Plan *If the user opts to select the Scale plan ($199/month), they should be taken through to an additional wizard page that asks them to fill out their payment details. It also asks them to select their preference of either monthly or annual payments*. #### Pay by Card (VISA/Mastercard) **Success** <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%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D15427%253A3800" allowfullscreen></iframe> ... **Fail** <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%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D15427%253A1896" allowfullscreen></iframe> ... #### Pay Using Discount Code **Success** <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%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D15427%253A3497" allowfullscreen></iframe> ... **Fail** <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%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D15427%253A3656" allowfullscreen></iframe> --- # Find a Deal Once Deal Rooms are public and/or discoverable for investors, it makes sense for investors to be able to customise which types of investments they wish to see in their Discovery page (algorithmic). <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%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D15427%253A185" allowfullscreen></iframe>