# User Dashboard Usability Testing

We will be conducting usability testing with the Raise Internal Team on the user dashboard.

- Current Dashboard (www.getraise.io)
- [Redesigned Prototype](https://www.figma.com/proto/W26Lo2Rw2WIFd21zjEMivw/User-Dashboard?page-id=0%3A1&node-id=6%3A572&viewport=273%2C1147%2C0.125&scaling=min-zoom)
- This redesign begins with a short product tour to get them acquainted
- It also includes a wizard for creating a company (if they choose to take this action, make sure you note their thoughts as we can use it for design research!)

## Interview 1: Norman's Profile

Norman is a Legal Engineer at Raise.

His motivation for using the platform is to help in speeding up due diligence when fundraising.

**Which Raise archetype is this user?**

- [ ] Founder/Company
- [ ] Investor/Syndicate
- [ ] Lawyer/Corp. Secretary
- [x] Employee/Consultant/IC

**How often does this user use Raise?**

- [ ] 1-2x /month
- [ ] 1-2x / week
- [ ] 1-2x / day
- [x] Other (everyday/all the time)

**How much time do they spend on the user dashboard? (compared to other areas of the app)**

- He spends most of his time on the user dashboard.

---

## Generic Questions

**What are their first impressions of the user dashboard?**

- They look really user friendly and really bright.

**Do they think it caters to all user groups?**

- It caters for all groups except investment funds, for them to log in and view portfolio companies.

**What did they think of the product tour? How did it make them feel?**

- Process has been simplified and is accurate.
- Has a simpler flow, has less steps and much more to the point.

**Does the dashboard feel like something they'd happily come back to, navigate, and take actions from?**

- Yes, it does.

**What would their ideal user dashboard look like?**

1. Mobile responsive, one that he can access through phone.
2. Very few steps to get set-up on onboarding.

---

## Motivations

### Questions

**What actions are they looking to take on the dashboard?**

- Help companies set-up quickly.
- Quick onboarding, get companies from onboarding to deal room easily.

**What information/components would they expect to see?**

- None

**What do they feel is the most important thing to display for Founders/Investors/Lawyers?**

Founders:
- Dilution on the cap table

Investors:
- None

Lawyers:

- None

---

## Frustrations

### Current Design

You can use the live site (or [e-mail] account) so they can get a feel of what the user dashboard feels like.

**What frustrates them about the current dashboard?**

- Navigation:
- having to go back to the first page to look for another company

**Why do these frustrate them?**

- Time is wasted switching around different accounts

### Redesign

[Use this prototype so they can get a feel for what the new dashboard would look like...](https://www.figma.com/proto/W26Lo2Rw2WIFd21zjEMivw/User-Dashboard?page-id=0%3A1&node-id=6%3A572&viewport=273%2C1147%2C0.125&scaling=min-zoom)

**What frustrates them about the new dashboard?**

- Nothing so far

**Why do these frustrate them?**

- Nothing so far

---

## Other Questions

**How do they feel about the navigation of the new dashboard?**

- Navigation seems great.

**Would they change it in any way?**

- Would not change anything so far.

**What features would they expect to see on the side menu?**

- [x] Dashboard/Overview
- [ ] Portfolio
- [x] Companies
- [x] Deal Rooms
- [ ] Profile

**How do they feel about the portfolio page?**

- It is great.
- We should ensure the graph works and is real-time.

**How do they feel about the companies page?**

- It looks more user friendly

**Do they have any feature requests for these pages?**

- No.

**What do they think about the onboarding product tour into the new dashboard?**

- Looks great and goes straight to the point.

**What do they think about the Create Company wizard?**

- It does not have too many details required to fill in.

---

## Interview 2: Ben's Profile

Ben is a Scrum Master at Raise.

Platform gives him an opportunity to interact with the data available for the founders and investments made available by the investors and writes tests to simulate user experience.

**Which Raise archetype is this user?**

- [ ] Founder/Company
- [ ] Investor/Syndicate
- [ ] Lawyer/Corp. Secretary
- [ ] Employee/Consultant/IC

**How often does this user use Raise?**

- [ ] 1-2x /month
- [ ] 1-2x / week
- [x] 1-2x / day
- [ ] Other (type here...)

**How much time do they spend on the user dashboard? (compared to other areas of the app)**

- 5 - 10 mins daily

---

## Generic Questions

**What are their first impressions of the user dashboard?**

- He likes it unlike the previous dashboard.
- Has a direct overview of the companies the user manages.
- Overview is very clear.

**Do they think it caters to all user groups?**

- Yes

**What did they think of the product tour? How did it make them feel?**

- It is quite resourceful and helps in getting to understand the platform.
- Explanaton is clear and visibile.
- One can easily understand how to use the platform.

**Does the dashboard feel like something they'd happily come back to, navigate, and take actions from?**

- Yes, it looks very nice and alignment is clear.

**What would their ideal user dashboard look like?**

- A user dashboard is ideal if one has an overview of everything they manage like:
- Companies they manage,
- Their shareholdings,
- Upcoming payments

---

## Motivations

### Questions

**What actions are they looking to take on the dashboard?**

- Click and directly access the companies that they have clicked.

**What information/components would they expect to see?**

- N/A

**What do they feel is the most important thing to display for Founders/Investors/Lawyers?**

Founders:
- Companies they manage and their shareholdings.

Investors:
- Shareholdings,
- Company progress in terms of if they are making money, a snapshot of the cap table.

Lawyers:
- Companies they manage.

---

## Frustrations

### Current Design

You can use the live site (or [e-mail] account) so they can get a feel of what the user dashboard feels like.

**What frustrates them about the current dashboard?**

- Navigation is difficult.

**Why do these frustrate them?**

- Could not be able to access what he was looking for.

### Redesign

[Use this prototype so they can get a feel for what the new dashboard would look like...](https://www.figma.com/proto/W26Lo2Rw2WIFd21zjEMivw/User-Dashboard?page-id=0%3A1&node-id=6%3A572&viewport=273%2C1147%2C0.125&scaling=min-zoom)

**What frustrates them about the new dashboard?**

- Navigation

**Why do these frustrate them?**

- There is no clear difference between user dashboard and company dashboard.
- Navigating between user and company dashboard is hard.

---

## Other Questions

**How do they feel about the navigation of the new dashboard?**

- It is confusing. One cannot go back to the company dashboard once they are in the user dashboard.

**Would they change it in any way?**

- Make companies I manage clickable so that it takes them back to company profile.

**What features would they expect to see on the side menu?**

- [x] Dashboard/Overview
- [x] Portfolio
- [x] Companies
- [x] Deal Rooms
- [ ] Profile

**How do they feel about the portfolio page?**

- The analytics is good.
- Simple and understandable.
- Gives an overview of the performance

**How do they feel about the companies page?**

- All good and very simple

**Do they have any feature requests for these pages?**

- None

**What do they think about the onboarding product tour into the new dashboard?**

- Really helpful but have a button to take you back to the tours in case you are stuck.
- **A question**:
- Can you close the product tours if you are confident you can do everything? Also if one knows the system very well after managing several companies?

**What do they think about the Create Company wizard?**

- UI is very nice and welcoming and quite simple

---

## Other Notes & Comments

Comments:

- New UI looks far better than the old one

---

## Interview 3: Sam's Profile

Sam is the Customer Success Lead at Raise.

Her motivation is having users have an easy user experience when shifting from one stage to another.

**Which Raise archetype is this user?**

- [ ] Founder/Company
- [ ] Investor/Syndicate
- [ ] Lawyer/Corp. Secretary
- [ ] Employee/Consultant/IC

**How often does this user use Raise?**

- [ ] 1-2x /month
- [ ] 1-2x / week
- [ ] 1-2x / day
- [x] Other (everyday/all the time)

**How much time do they spend on the user dashboard? (compared to other areas of the app)**

- Spends more time in the deal room than on the user dashboard.
- Most interactions are in the deal room stage after captables have been submitted for review.

---

## Generic Questions

**What are their first impressions of the user dashboard?**

- Likes the explanations in the sign up page
- Product tours are clear and will easily help users to move along the platform.
- Appreciates that Intercom will just be for bug reporting as opposed to not undertanding the platform.

**Do they think it caters to all user groups?**

- Yes, but cannot see the investors view.

**What did they think of the product tour? How did it make them feel?**

- Appreciates that the design team has thought about the user experience and that users can do a lot of things on their end alone.
- Reduces time in betweeen stages from onboarding to submitting captable for review.

**Does the dashboard feel like something they'd happily come back to, navigate, and take actions from?**

- Yes, it is more engaging to the user and that is very important.

**Questions:**
- Can one go back to the product tours once they forget a step?
- Can we have a help desk?

**What would their ideal user dashboard look like?**

- A good UI - one that is catchy to the eye.
- Product tours that help users to navigate through tthe platform.
- Have an explanation of some or certain terms. For example, when submitting a captable for review, it would be nice to explain what a captable is.
- Have the ability to be able to scroll down the platform.
- Uploading all my documents at once instead of uploading multiple times.
---

## Motivations

### Questions

**What actions are they looking to take on the dashboard?**

- Create a profile.
- View all the companies they are managing.
- Upload of necessary documents.
- Delete information.
- Edit information.

**What information/components would they expect to see?**

- A summary of their company information.
- Documents they have uploaded.
- Information about their shareholding
- See certain activity:
- For example, If a Founder has added an editor to access their account, the Founder should be able to see all the activities that the editor is doing in their account.

**What do they feel is the most important thing to display for Founders/Investors/Lawyers?**

Founders:
- Documents uploaded,
- Reminder that they have not submitted their captable for review,
- What edits have been done in their accounts if they have invited their team members to edit certain things in their account

Investors:
- Company/companies they have been invited to,
- Their information,
- The commitments they have made in different deal rooms

Lawyers:
- Portfolio companies,
- On clicking on the companies, be able to access the companies' captable data and certificates,
- Send reminder for documents that have not been signed.
- Meeting notes. All minutes that were taken during a meeting can be uploaded to the platform for easy review before the next meeting commences.

---

## Frustrations

### Current Design

You can use the live site (or [e-mail] account) so they can get a feel of what the user dashboard feels like.

**What frustrates them about the current dashboard?**

- Acknowledges and likes that the platform is faster and there is pagination however Registered Companies tab together with Accounts I Manage tab are the most frustrating thing about the current dashboard.

**Why do these frustrate them?**

- Takes a long time to find a particular client because guessing alphabets is hard and tideous.
- Registered companies tab:
- Scrolling down is frustrating
- No search bar
- Accounts I manage tab:
- Has no search bar

### Redesign

[Use this prototype so they can get a feel for what the new dashboard would look like...](https://www.figma.com/proto/W26Lo2Rw2WIFd21zjEMivw/User-Dashboard?page-id=0%3A1&node-id=6%3A572&viewport=273%2C1147%2C0.125&scaling=min-zoom)

**What frustrates them about the new dashboard?**

- Nothing

**Why do these frustrate them?**

- Nothing

---

## Other Questions

**How do they feel about the navigation of the new dashboard?**

- It is a lot more easier than current dashboard.
- It is simpler.
- Looks better than the current dashboard.
- It has a search option which is a win

**Would they change it in any way?**

- Company overview:
- add video links to guide the user on what they are suppossed to do. For example if it is filling out a captable, have a video explaining what a captable is

**What features would they expect to see on the side menu?**

- [x] Dashboard/Overview
- [x] Portfolio
- [x] Companies
- [x] Deal Rooms
- [ ] Profile

Law firms : See Companies first then followed by Dashboard.

**How do they feel about the portfolio page?**

- Does not understand it that much but it is useful for people who understand it.
- Tracking performance of your shareholdings is good.

**How do they feel about the companies page?**

- Looks way better than the old dashboard
- Well organised

**Do they have any feature requests for these pages?**

- Add Reminders.
- Have Tutorials.
- Explanation of terms.
- Change words of CAC and CR-12 to reflect companies that are not Kenyan or Nigerian.
- Have a help desk pop-up linked to Intercom by linking rescources to users when they are stuck and do not have to wait for the support team to get back online

**What do they think about the onboarding product tour into the new dashboard?**

- Very engaging
- Words used are simple and useful to the user

**What do they think about the Create Company wizard?**

- Has detailed explanation on what to fill in
- Likes the detailed description in every step
- Likes the idea of adding co-founders at the begining of the sign-up process and not later
- Likes the price plans at the sign-up process making one aware of what they want to pay for

---

## Other Notes & Comments

*Comments:*

- Likes the option of customising your page

*Proposals:*
- Can lawyers have their list of companies paginated instead of them scrolling all the way down?
- Have icons that represent verification of an account
- The current dashboard, if a profile has not been completed, there are red notifications on the sidebar menu, proposal to have the red notifications inform the user on what they have not filled out or done and make them persistent until the user fills out what needs to be filled out.
- If someone experiences a bug on the dashboard, an automatic response is sent via Intercom and then the bug is directly set up on Jira.

---

## Interview 4: Ozi's Profile

Ozi is in the Marketing and Sales team at Raise.

Creates content and extracts contents from the platform that goes out to our social media platforms and also finds new clients as well as explains to clients how to use the platform.

**Which Raise archetype is this user?**

- [ ] Founder/Company
- [ ] Investor/Syndicate
- [ ] Lawyer/Corp. Secretary
- [ ] Employee/Consultant/IC

**How often does this user use Raise?**

- [ ] 1-2x /month
- [x] 1-2x / week
- [ ] 1-2x / day
- [ ] Other (type here...)

**How much time do they spend on the user dashboard? (compared to other areas of the app)**

- Three times a week

---

## Generic Questions

**What are their first impressions of the user dashboard?**

- Likes the fact that the content is direct,
- Understands what is being communicated immediately,
- Call to action is clear

**Do they think it caters to all user groups?**

- Yes - it is simple, not complex at all

**What did they think of the product tour? How did it make them feel?**

- Easy and cool
- She was able to know more about the platform as soon as she came on board

**Does the dashboard feel like something they'd happily come back to, navigate, and take actions from?**

- Easily
- The dashboard easily shows everything in one page

**What would their ideal user dashboard look like?**

- Likes to see everything at the same time.
- More information on her financials - a tab showing pricing

---

## Motivations

### Questions

**What actions are they looking to take on the dashboard?**

- Create a company

**What information/components would they expect to see?**

- All potential actions from deal room to portfolio to editing my information

**What do they feel is the most important thing to display for Founders/Investors/Lawyers?**

Founders:
- Understand the entire process and where the process begins,
- Create a tab for valuation and equity management
- Have 3 funnels that take them to the services we offer on our website:
- Fundraising
- Valuation
- Equity management

Investors:
- Fundraising
- Getting the right fit with Raise and knowing that Raise will fit them with the right Founders.

Lawyers: Not sure.

---

## Frustrations

### Current Design

You can use the live site (or [e-mail] account) so they can get a feel of what the user dashboard feels like.

**What frustrates them about the current dashboard?**

- Little knowledge for a new user

**Why do these frustrate them?**

- It is complicted and not simple

### Redesign

[Use this prototype so they can get a feel for what the new dashboard would look like...](https://www.figma.com/proto/W26Lo2Rw2WIFd21zjEMivw/User-Dashboard?page-id=0%3A1&node-id=6%3A572&viewport=273%2C1147%2C0.125&scaling=min-zoom)

**What frustrates them about the new dashboard?**

- No

**Why do these frustrate them?**

- No

---

## Other Questions

**How do they feel about the navigation of the new dashboard?**

- It is straightforward

**Would they change it in any way?**

- No

**What features would they expect to see on the side menu?**

- [ ] Dashboard/Overview
- [ ] Portfolio
- [ ] Companies
- [ ] Deal Rooms
- [ ] Profile
- [x] Status - if fundraising you want to know your progress so far
- [x] Valuation - progress of your valuation

**How do they feel about the portfolio page?**

- It is all good

**How do they feel about the companies page?**

- It looks good

**Do they have any feature requests for these pages?**

- None

**What do they think about the onboarding product tour into the new dashboard?**

- Loved it
- Easy to understand and straightforward

**What do they think about the Create Company wizard?**

- Looks good

---

## Other Notes & Comments

- The new dashbaord works for her
- Introduce more of our company colours - Raise colours, platform is too white and looks like a normal platform.
- Add more of our presence to the platform.

---

## Interview 5: Marvin's Profile

Marvin is the CEO at Raise.

Supports the team to execute on a daily basis across all teams.
Uses the platform when trying to find product market fit - a single place for companies to do transcations
Uses onboard account to do demos and explain to customers how the Raise platform works.
A lot of sales - B2B and B2C
Trusts the market will come from businesses and law firms - onboard companies themselves and refer companies to be onboarded

**Which Raise archetype is this user?**

- [x] Founder/Company
- [ ] Investor/Syndicate
- [ ] Lawyer/Corp. Secretary
- [ ] Employee/Consultant/IC

**How often does this user use Raise?**

- [ ] 1-2x /month
- [ ] 1-2x / week
- [x] 1-2x / day
- [ ] Other (type here...)

**How much time do they spend on the user dashboard? (compared to other areas of the app)**

- Spends about an hour per day - 2 hours doing product related work

---

## Generic Questions

**What are their first impressions of the user dashboard?**

- As a user, it is static.
- As a founder, it is a fun exercise
- Portfolio:
- We do not need a graph,
- It should be more interactive
- See different shareholdings, a left column to show KSHs, make it feel like a token
- Multiple companies is fine
- Scrolling isn't possible
- Ed peakman should be able to change name and photo instantly without having to go to another page to do so
- Creating and managing is cool
- Deal room - should not be able to navigate to deal rooms now
- Does not see KYC

**Do they think it caters to all user groups?**

- No - What does institutional view looks like? Law firms do not have shareholdings

**What did they think of the product tour? How did it make them feel?**

- Very nice and straight to the point
- Product tours shuld be acessbile throughout the whole time
- Link with Intercom.
- Help support button - open articles in the blog, video links

**Does the dashboard feel like something they'd happily come back to, navigate, and take actions from?**

- Yes, being able to track referrals will make them be able to come back

**What would their ideal user dashboard look like?**

- Fun, interactive, educational and collaborative
- Refer people to invite teammates

---

## Motivations

### Questions

**What actions are they looking to take on the dashboard?**

- Create a company
- Refer companies
- Invite companies
- View my portfolio and shareholdings
- Manage all their companies in one place
- Investing in new deals
- Simulate investments in the dashboard - for investors to play around with the companies they are investing in.
- Make investments

**What information/components would they expect to see?**

- Create a company
- Refer companies
- Invite companies
- View my portfolio and shareholdings
- Manage all their companies in one place
- Investing in new deals
- Simulate investments in the dashboard - for investors to play around with the companies they are investing in.
- Make investments
- Be able to do referrals

**What do they feel is the most important thing to display for Founders/Investors/Lawyers?**

Founders:
- Easily refer companies
- Easily create companies
- Portfolio shareholdings
- In recent activity: show signed certificates, launched deal rooms

Investors:
- Angels: Look like the Founder dashboard - manage companies

Lawyers:
- Will never have shareholdings
- Be able to refer companies
- Dashboard to focus on multiple company activities

---

## Frustrations

### Current Design

You can use the live site (or [e-mail] account) so they can get a feel of what the user dashboard feels like.

**What frustrates them about the current dashboard?**

- Not easy to use
- Documents are not on the dashboard

**Why do these frustrate them?**

- It is boring
- Feels like a data entry system
- No intercom messages

### Redesign

[Use this prototype so they can get a feel for what the new dashboard would look like...](https://www.figma.com/proto/W26Lo2Rw2WIFd21zjEMivw/User-Dashboard?page-id=0%3A1&node-id=6%3A572&viewport=273%2C1147%2C0.125&scaling=min-zoom)

**What frustrates them about the new dashboard?**

- It is going down the road of a pretty visualisation tool
- It is till a data entry system
- One cannot simulate their investments
- It is not fun and interactive

**Why do these frustrate them?**

- One cannot see their portfolio
- It is not showing how much money one can make and/or plan backwards

---

## Other Questions

**How do they feel about the navigation of the new dashboard?**

- Navigation is good.

**Would they change it in any way?**

- A big help button on the navigation bar

**What features would they expect to see on the side menu?**

- [x] Dashboard/Overview
- [x] Portfolio
- [x] Companies
- [x] Deal Rooms
- [ ] Profile

**How do they feel about the portfolio page?**

- Make it feel like a trust wallet
- Have multiple currencies one can view in
- Remove the graph

**How do they feel about the companies page?**

- Should have different headings and columns
- Be able to refer multiple companies

**Do they have any feature requests for these pages?**

- Simulator and referral button
- Referral - be able to see invites sent out, resend email, would like to be notified that emails have gone out

**What do they think about the onboarding product tour into the new dashboard?**

- Beautiful, very simple and nice. Request to be able to access them at all times

**What do they think about the Create Company wizard?**

*Marvin will share notes with Ed*

---

## Interview 6: Rushabh's Profile

Rushabh is a Software Developer and works mostly on the front-end.

As an engineer, be able to manage all the stuff from data rooms to reports.

**Which Raise archetype is this user?**

- [ ] Founder/Company
- [ ] Investor/Syndicate
- [ ] Lawyer/Corp. Secretary
- [ ] Employee/Consultant/IC

**How often does this user use Raise?**

- [ ] 1-2x /month
- [ ] 1-2x / week
- [ ] 1-2x / day
- [x] Other (everyday)

**How much time do they spend on the user dashboard? (compared to other areas of the app)**

- Spends more time in the fundraising tab

---

## Generic Questions

**What are their first impressions of the user dashboard?**

- It is clearer and broken down, not too much information hitting the user
- Gives the user various options of what to do and where to go based on the user group
- Not clear where an investor should go after being invited
- Only clear for a Founder and no other role

**Do they think it caters to all user groups?**

- Yes

**What did they think of the product tour? How did it make them feel?**

- They should be able to go back to it
- Have a button on the side saying take the tour again
- Change the text to be bullet points instead of a whole sentence to make it more digestable
- The headers are good
- Create and Manage My Companies - instead of Create and Manage companies(maybe personalise it)
- Change the language maybe? Does not understand what 'Create and Manage Companies means'

**Does the dashboard feel like something they'd happily come back to, navigate, and take actions from?**

- Yes - first thing they want to access is the company they want to look at

**What would their ideal user dashboard look like?**
- See companies they manage
- My Shareholdings
- My deals
- See recent activity . Clickable recent activity(a Founder can see if an Investor has committed money). Investors can see if documents have been uploaded or started funding a round - easy redirect to get more details

---

## Motivations

### Questions

**What actions are they looking to take on the dashboard?**

- Access companies they are stakeholders in
- See recent activity per company

**What information/components would they expect to see?**

- Recent updates(per company)
- Companies they are stakelholders in

**What do they feel is the most important thing to display for Founders/Investors/Lawyers?**

Founders:
- Recent activity
- See companies you manage
- Shareholdings

Investors:
- My shareholdings - total ownership (will bring back the investors)
- Status of each company (raising a new round)
- My deals

Lawyers:
- Companies they manage

---

## Frustrations

### Current Design

You can use the live site (or [e-mail] account) so they can get a feel of what the user dashboard feels like.

**What frustrates them about the current dashboard?**

- Very confusing and one does not know where to go
- Founder side:
- uploading documents
- Investor side:
- deal rooms button

**Why do these frustrate them?**

- Founder side:
- Requires you to upload documents before having a look and feel of the platform first

- Investor side:
- Finding the deal room button is hard

### Redesign

[Use this prototype so they can get a feel for what the new dashboard would look like...](https://www.figma.com/proto/W26Lo2Rw2WIFd21zjEMivw/User-Dashboard?page-id=0%3A1&node-id=6%3A572&viewport=273%2C1147%2C0.125&scaling=min-zoom)

**What frustrates them about the new dashboard?**

- Recent Activity

**Why do these frustrate them?**

- It is not per company and it is a timeline which really does not help much
---

## Other Questions

**How do they feel about the navigation of the new dashboard?**

- Gives access to companies directly
- Sidebar makes more sense

**Would they change it in any way?**

- A button to relaunch the tour
- See total value of their shareholdings
- Recent activity to be per company
- Be able to see my deals

**What features would they expect to see on the side menu?**

- [ ] Dashboard/Overview
- [x] Portfolio
- [x] Companies
- [x] Deal Rooms
- [ ] Profile

**How do they feel about the portfolio page?**

- Graph is too big
- Be able to open and close the graph

**How do they feel about the companies page?**

- Looks good and simple

**Do they have any feature requests for these pages?**

- Portfolio page:
- Ability to see how much dry powder they have left and how much is left per fund
- Be able to see portfolio per fund
- Performance should be per fund

- Company page:
- Add filter too

**What do they think about the onboarding product tour into the new dashboard?**

- Language needs to change on the welcome modal
- Find my deal room icon needs to change
- Slide 1/5 language needs to change - not sure what that means
- The word create should be changed to add company
- Too much paragraphs - make them bullets instead
- Add one slide before view deals, saying navigate pointing to the entire sidebar
- Next button keeps roaming around and there is no back button

**What do they think about the Create Company wizard?**

- Very easy to understand
- Easily digestable

---

## Other Notes & Comments

- Include a button under the grow plan to show a video of the platform - so as to enable users to decide which plan to pick. The video should highlight just how important those extra features are.

---

## Interview 7: Joseph's Profile

Joseph is a Legal Fellow.

His motivation is to do due diligence.

**Which Raise archetype is this user?**

- [ ] Founder/Company
- [ ] Investor/Syndicate
- [ ] Lawyer/Corp. Secretary
- [ ] Employee/Consultant/IC

**How often does this user use Raise?**

- [ ] 1-2x /month
- [ ] 1-2x / week
- [ ] 1-2x / day
- [x] Other (25 times a week)

**How much time do they spend on the user dashboard? (compared to other areas of the app)**

- Majority of their time like 80 per cent

---

## Generic Questions

**What are their first impressions of the user dashboard?**

- Phenomenal
- More intuitive than the current one
- It has a comprehensive summary

**Do they think it caters to all user groups?**

- Yes, it does
- Maybe expand on recent activity - which people have signed SAFEs

**What did they think of the product tour? How did it make them feel?**

- Very good and highlights main steps to take

**Does the dashboard feel like something they'd happily come back to, navigate, and take actions from?**

- Reminds him of Twitter, easy to use

**What would their ideal user dashboard look like?**

- A section of competing companies that one has invested in
- Add a section of news across the continent

---

## Motivations

### Questions

**What actions are they looking to take on the dashboard?**

- Shareholdings
- Performance shareholdings

**What information/components would they expect to see?**

- Ability to gain access to Raise ecosystem of companies
- Founders Raise might know

**What do they feel is the most important thing to display for Founders/Investors/Lawyers?**

Founders:
- Deal room activity
- Closed investments,
- Have ability to ask questions in the deal room

Investors:
- Shareholdings
- Ecosystem activity like if a company has a funding round coming up
- Comments in deal room.

Lawyers:
- Legal changes(profile)
- Regulatory updates like bulleting

---

## Frustrations

### Current Design

You can use the live site (or [e-mail] account) so they can get a feel of what the user dashboard feels like.

**What frustrates them about the current dashboard?**

- Can not search for companies

**Why do these frustrate them?**

- Finding companies is a challenge

### Redesign

[Use this prototype so they can get a feel for what the new dashboard would look like...](https://www.figma.com/proto/W26Lo2Rw2WIFd21zjEMivw/User-Dashboard?page-id=0%3A1&node-id=6%3A572&viewport=273%2C1147%2C0.125&scaling=min-zoom)

**What frustrates them about the new dashboard?**

- Nothing so far

**Why do these frustrate them?**

- Nothing so far

---

## Other Questions

**How do they feel about the navigation of the new dashboard?**

- An improvement of the old dashboard

**Would they change it in any way?**

- Nothing

**What features would they expect to see on the side menu?**

- [ ] Dashboard/Overview
- [ ] Portfolio
- [ ] Companies
- [ ] Deal Rooms
- [ ] Profile
- [x] About page - who is Raise - link to the Raise website

**How do they feel about the portfolio page?**

- Very good
- Split portfolio into industries for example tech, medtech, fintech
- Be able to benchmark against the industry

**How do they feel about the companies page?**

- Very good
- Split portfolio into industries for example tech, medtech, fintech
- Be able to benchmark against the industry

**Do they have any feature requests for these pages?**

- Split portfolio into industries

**What do they think about the onboarding product tour into the new dashboard?**

- Well designed, informative and highlights main things that users need to do

**What do they think about the Create Company wizard?**

- Straight forward and easy to use

---

## Other Notes & Comments

- Maybe have a dark mode

---

## Interview 8: Rose's Profile

Rose is a Legal Fellow.

Uses the platform for onboarding purposes.

**Which Raise archetype is this user?**

- [ ] Founder/Company
- [ ] Investor/Syndicate
- [ ] Lawyer/Corp. Secretary
- [ ] Employee/Consultant/IC

**How often does this user use Raise?**

- [ ] 1-2x /month
- [ ] 1-2x / week
- [ ] 1-2x / day
- [x] Other (3/4x in a week)

**How much time do they spend on the user dashboard? (compared to other areas of the app)**

- Spends more time on the user dashboard

---

## Generic Questions

**What are their first impressions of the user dashboard?**

- It looks nice, beautiful and designs are more appealing.
- It is not too crowded

**Do they think it caters to all user groups?**

- Not sure

**What did they think of the product tour? How did it make them feel?**

- Product tours are helpful and guides people on what to do first

**Does the dashboard feel like something they'd happily come back to, navigate, and take actions from?**

- Yes - it has a proper summary of what a user needs

**What would their ideal user dashboard look like?**

- Simple
- Easily guides on what they need to do or explanation of words
- Something that quickly loads and does not hang
- Something self explanatory
---

## Motivations

### Questions

**What actions are they looking to take on the dashboard?**

- Fill in shareholder and investor information
- Uploading documents

**What information/components would they expect to see?**

- Easy navigation across several pages

**What do they feel is the most important thing to display for Founders/Investors/Lawyers?**

Founders:
- Captable
- Fundraising(number of people who have shown interest, progress)
- Simulator

Investors:
- Companies they are investing in
- Simulator
- All the companies they are investing in or are interested in

Lawyers:
- Documentation(a place to find all the documents uploaded and saved)
- Summary or actual status of progress

---

## Frustrations

### Current Design

You can use the live site (or [e-mail] account) so they can get a feel of what the user dashboard feels like.

**What frustrates them about the current dashboard?**

- Hanging/slow loading of the application/pages

**Why do these frustrate them?**

- Delays work and unable to work on other things

### Redesign

[Use this prototype so they can get a feel for what the new dashboard would look like...](https://www.figma.com/proto/W26Lo2Rw2WIFd21zjEMivw/User-Dashboard?page-id=0%3A1&node-id=6%3A572&viewport=273%2C1147%2C0.125&scaling=min-zoom)

**What frustrates them about the new dashboard?**

- Token column in Portfolio page
- Location column in Companies page

**Why do these frustrate them?**

- What is the purpose of the Token? Is it replication?
- Is it location or convertibles?

---

## Other Questions

**How do they feel about the navigation of the new dashboard?**

- Has a nice and easy flow.

**Would they change it in any way?**

- No

**What features would they expect to see on the side menu?**

- [x] Dashboard/Overview
- [x] Portfolio
- [x] Companies
- [x] Deal Rooms
- [ ] Profile

**How do they feel about the portfolio page?**

- Graph is a bit confusing - why was it put there?

**How do they feel about the companies page?**

- When I click on a company, will it take me to the selected company?

**Do they have any feature requests for these pages?**

- No

**What do they think about the onboarding product tour into the new dashboard?**

- Very simple and self-explanatory

**What do they think about the Create Company wizard?**

- Make it clear you are onboarding a company
- Maybe change the language

---

## Other Notes & Comments

- Nothing.

---

## Interview 9: Nia's Profile

Nia is a Legal Fellow.

Her main motivation when using the platform is to update captables.

**Which Raise archetype is this user?**

- [ ] Founder/Company
- [ ] Investor/Syndicate
- [ ] Lawyer/Corp. Secretary
- [ ] Employee/Consultant/IC

**How often does this user use Raise?**

- [ ] 1-2x /month
- [x] 1-2x / week
- [ ] 1-2x / day
- [ ] Other (type here...)

**How much time do they spend on the user dashboard? (compared to other areas of the app)**

- 30 minutes to an hour per week.

---

## Generic Questions

**What are their first impressions of the user dashboard?**

- Looks better, has a better flow compared to the current dashboard
- It is simple
- Looks cleaner

**Do they think it caters to all user groups?**

- It is helpful for Founders and Investors.

**What did they think of the product tour? How did it make them feel?**

- It is a good touch but does it pop up every single time?
- Prevents the user from stumbling around the platform

**Does the dashboard feel like something they'd happily come back to, navigate, and take actions from?**

- Yes, it is simple and engaging.
- It is nice and quick.

**What would their ideal user dashboard look like?**

- Not too junky
- Straight to the point
- A bit personalised - Welcome back [**Person's Name**]

---

## Motivations

### Questions

**What actions are they looking to take on the dashboard?**

- Uploading documents
- Verifying documents

**What information/components would they expect to see?**

- A personalised touch - Welcome back [**Person's Name**]
- An overview of what I can do on the platform
- A tab to show subscriptions

**What do they feel is the most important thing to display for Founders/Investors/Lawyers?**

Founders:
- Finances
- Investors they have
- How far along in the journey are they especially in fundraising.

Investors:
- Target goals in the companies they have invested in
- Amount of money put in in that company's goal
- All the companies they have invested in currently and previously

Lawyers:
- Overview of the most recent documents uploaded of the companies you are attached to
- Anything a Founder or Investor might have flagged that requires legal attention or action

---

## Frustrations

### Current Design

You can use the live site (or [e-mail] account) so they can get a feel of what the user dashboard feels like.

**What frustrates them about the current dashboard?**

- Navigation
- Not having a tour

**Why do these frustrate them?**

- Finding a company is hard, it is tedious, no search bar thus making it unable to search for a company
- It was difficult to use and understand the platform

### Redesign

[Use this prototype so they can get a feel for what the new dashboard would look like...](https://www.figma.com/proto/W26Lo2Rw2WIFd21zjEMivw/User-Dashboard?page-id=0%3A1&node-id=6%3A572&viewport=273%2C1147%2C0.125&scaling=min-zoom)

**What frustrates them about the new dashboard?**

- Account and Profile

**Why do these frustrate them?**

- Does not show which plan you are on

---

## Other Questions

**How do they feel about the navigation of the new dashboard?**

- It is a good improvement from the old(current) dashboard

**Would they change it in any way?**

- No

**What features would they expect to see on the side menu?**

- [x] Dashboard/Overview
- [x] Portfolio
- [x] Companies
- [x] Deal Rooms
- [ ] Profile
- [x] Help - FAQs, videos that breakdown certain features, takes you back to Product Tours, link to contact Customer Success Lead - Intercom

**How do they feel about the portfolio page?**

- Graph is a good touch, gives a good overview and it is engaging.

**How do they feel about the companies page?**

- Very simple and clean

**Do they have any feature requests for these pages?**

- Company page:
- Show type of asset - Convertible SAFES

**What do they think about the onboarding product tour into the new dashboard?**

- It is very engaging and guides the user on what actions to take.

**What do they think about the Create Company wizard?**

- Likes that it shows the companies one is already attached to
- Simple
- Highlights the main actions to take

---

## Other Notes & Comments

**Question:**

- If I am using different KYC platforms, will it show which companies are tagged to each KYC platform or it will just be a long list?

---