---
# System prepended metadata

title: Fundraising / UI Review
tags: [admin]

---

---
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?
