Fundraising / UI Review

--- tags: admin --- # Fundraising / UI Review This is review of the current Raise Fundraising Page and Tabs, as well as a look at the intended designs. ## Pages / Tabs This is an overview of each Page (or "Tab") within the Fundraising section of the Raise app. ### Deal Room #### [Fundraising Terms](https://hackmd.io/FWFTmPh_TNGQmOvog4yaoA) - Review size of wheel compared to Use of Proceeds organism - Review confirmation bar #### [Investment Simulator](https://hackmd.io/VmnzfsyhTeCyrr_zo4fDQg) - Organism has been updated in full state, too - Simulation math - Change from % to X (e.g 600% -> 6x) #### [Financial Performance](https://hackmd.io/NTDXeCSyS0CeF--hqmh8rg) - More spacing on Y axis (less $ figures?) - Font on X & Y Axis is currently Serif - Taking out Break Even? (Ask Tina!) - Check Updated Designs #### [Use of Proceeds](https://hackmd.io/OTMjAX29SXaBrfZ4M4sg4Q) - Add button is better, but should be consistent with [updated style (same as above)](https://hackmd.io/5wjomRxvQPm8eSxZv8ITDg?both) #### [Burn Rate](https://hackmd.io/1c8xHzQoRXmIJBLEL4eW2g) - Text Field Inputs for Edit State should be same as designs (lighter grey, smaller, in caps) - *These are same as text field titles on side menus (e.g Milestones)* - `UPDATE These text fields are actually on point with Dashkit` #### [Pre-Money Valuation](https://hackmd.io/dQBkZ4XQQoSDribkzDqccA) - Review Title size - Review Button #### [Key-Driver Metrics](https://hackmd.io/BmYI-FtDSOyDNDrCscy-nA) - Change to updated design - Remove Customer Acquisition Cost and No. of Users (not applicable to all) - Refer to MVXChange on Bug Tracking - Airtable - Make "Add" consistent with above #### [Company Overview](https://hackmd.io/8hmwX6drRomrDjBMxpvdPA) - Review empty state - Review size of Icons when in Edit mode - Review typography #### [Capitalisation (Cap Table)](https://hackmd.io/LBZhkipCT8C_HYP31ip4yw) - Review [Toggle](https://hackmd.io/wWvN1XmHTWagz7GcrBQBpQ) - Change subtext to "The current structure and cap table for **Company Display Name**." - Review column alignment of lists - Vesting (%) - Only show figure to one, maybe two, decimal places #### [Funding History](https://hackmd.io/gMXNf5abR8uVJRONK2iQ3Q) - [Edit Menu (3 Dot)](https://hackmd.io/4qJvsjTfTDKOlIg396l9Zw) is in wrong place - Review the dropdown menu placement (it is coming out to the right and becoming cut off by the edge of my screen) - Cards needs better alignment and spacing - Add Menu - Discount needs %? - “Add Funding Button” doesn’t appear to work? - Review Text Field Typography - Investors section - Title of text field too large - Review Design/UX - Remove graphic? Add Close button? - Review Funding History timeline (add Date of Close) #### [Milestones & Highlights](https://hackmd.io/jwHxTIcFRYuF2lMjvBTgpA) - Review spacing of highlight cards (make consistent with e.g Funding History) - Review Date Bar on left - Review placement of dots/line - Also review the Typography used - Can’t seem to add a highlight! - Text field title is inconsistent with other side menus/designs (but this is the correct one) - Review Dashkit's Timeline/Activity #### [Company Incorporation Details](https://hackmd.io/JIQ495-gRsu26RJzvdKF7w) - The Map does not load or appear - Review Typography. Titles of cards are inconsistent - E.g Subsidiary Cards Below (Company Name, Country, Date, etc should be the same as the cards in the top left) - Titles of Subsections, e.g Subsidiaries, Organisational Doc, etc should be Used also in Ownership Structure - Ownership Structure - Review typography of subtitles - Review sizing of subidiaries/parent company card - Make sure grid of 4 subsidiaries *could* fit - Board of Directors/Secretaries - Take job title out of CAPS and same as subtext above in Organisational Documents - Review Card shadows here and throughout - Review Tooltip in "Type of Entity" #### [Founders, Team Members, & Advisors](https://hackmd.io/C1hS4e4PRVy2rJyFoNhl_g) - I can't select "Add New Advisor", I can only select from a pre-existing list - For advisors, do we really need the "Description" section to their card? Make it consistent with #### [Supporting Documents](https://hackmd.io/7pGZIW8oRrqzkxlNY67oMA) - This is really messy. Review the text and see if we can cut down slightly - Review “Add New File” button and compare to buttons from above (e.g View Profile) - Review spacing and alignment of this button. It seems like its too close to the top (not centre aligned) ... ### Scenarios - Review Spacings between organism cards - [Review Toggle for Apply Scenario](https://hackmd.io/wWvN1XmHTWagz7GcrBQBpQ?both) - [Share Class + Dilution text - make sure it's considtent with Dashkit or customised styletyle](https://hackmd.io/97PboGppT0iyJDRGpzZo-A?both) - Cap Table Preview - [Review Table headers](https://dashkit.goodthemes.co/docs/components.html#tables) - Actively Fundraising - Do we need a shadow behind Cap Table card? - Review Cap Table Heading + Subtext - Other Scenarios of Investment Terms - Review Cap Table Heading + Subtext ... ### Analytics - Who Has Access? Table - Text Size + Weight for Status - Also review consistency of Dropdown Menu + States (Normal, Hover, Pressed, Engaged) - [Review View Profile Button + States](https://hackmd.io/5wjomRxvQPm8eSxZv8ITDg?both) - [Commitment (Text Size + Weight)](https://hackmd.io/97PboGppT0iyJDRGpzZo-A?both) - Investor Page - [Deal Room Access Toggle too small](https://hackmd.io/wWvN1XmHTWagz7GcrBQBpQ?both) - Add Friction Modal (“Are You Sure?”) when pausing Deal Room Access ... ### Styles - Dropdown Menus + States (Normal, Hover, Pressed, Engaged) - [Edit / Add / View Profile Button + States](https://hackmd.io/5wjomRxvQPm8eSxZv8ITDg?both) - [Atom / Badge](https://hackmd.io/97PboGppT0iyJDRGpzZo-A?both) for Commitment (Text Size + Weight) - [Toggle Button](https://hackmd.io/wWvN1XmHTWagz7GcrBQBpQ?both) - [Edit (3 Button) Menu](https://hackmd.io/4qJvsjTfTDKOlIg396l9Zw?both) ... ### Other Style / UX Extras - Spacing, Font sizes and Weights for Organism/Component Headers - Spacing between Header and top of organism card - Why is the scenario dropdown present after launch? - Why is the edit button present after launch?