The easiest way to track early stage investments.
The team, based in Ho Chi Minh Vietnam, consisted of two remote developers and a project owner. They already had a strong position on validation driven product development and lean start up methods, and produced a working prototype prior to me coming on.
My work necessitated:
- User Experience Design
- Wireframe Design
- UI & Visual Design
- Interaction Design
An early stage seed and angel investor with a portfolio consisting of five or more companies, where you have invested anywhere between $25,000 to $250,000 in Seed or Series A investment rounds.
Track my investments and make sure I'm not losing money and make it easier and way more elegant than the existing methods.
As an investor
When the companies I have funded receives another funding round
When the company I have funded has sold or merged with another entity
When I have sold my shares or they are in some ways diluted
Problems & Challenges
And the current way it is being solved
As an investor, I currently rely on spreadsheets to track my investments. This can lead to errors over time, or even worst, a corrupt file without a backup.
When an investment happens prior to or after my investment round, there isn't an easy way to see how an investment has multiplied over time.
Everyone has a different spreadsheet to solve the same problem and no single solution is necessarily better than another.
As an early stage investor, when the stock of the company has been affected by an investment round, acquisition or a sale of my shares, my investment is impacted, I need a way to see what investment was made, for how much, by which firm, as well as how my investment has increased as a result of funding activity.
You wouldn't use a hammer to a screwdriver, would you? -Me
Venturemark isn't new to validation driven design, and before I came on, there was a product that had already made it's round into user's hands.
My role facilitated improving copy, layout, color, typography, and ensuring the core tasks were a bit less rough around the edges.
Since we already knew what was required based on feedback, the steps for us were to make something elegant and extremely easy to use.
Initial User Flows and Wireframes
Sign Up & Add First Company to Your Portfolio
Task: Issue a Funding Round
We added a step sequence to this particular flow, as it has several parts to completing the task of adding a company to one's portfolio.
New Investment Round v3
I had a chance to speak with an investor, where I demoed the above user flow. On our Skype call, I learned that he has companies in his portfolio that have already received funding well after he's added the company to his portfolio (during an A or B round).
To save time, we made it easier and faster for investors to add an entire company's funding to their portfolio by creating an investing rounds feature, allowing them to import any previous funding, including their funding round.
Company Profile; One Level Down
When I have added a company to my portfolio, I need a way to see what investments were made, for how much, by which firm, as well as how my investment has increased as a result of funding activity.
Tasks: Authenticate and Reset Your Password
Task: Add a Company to your Portfolio
Portfolio Dashboard Empty State
tasks: Search, find then add the company in your portfolio
tasks: Add your investment
task: add your valuation
Add a Company Successful
Now let's add a funding round
Add a Funding Round & Investor
Task: complete form that details funding amount, which round and other valuation details
Funding Round Added (Ideal State)
task: add investors to funding round
Add an Investor - Empty State
TASK: FIND THE INVESTOR BY NAME AND THE AMOUNT INVESTED FOR THAT ROUND
Add an Investor - Ideal State
Add Round - Investor Added
Company Profile & Investments Added - Ideal/Success State
HOVER STATES AND ALERT BANNER ARE DISPLAYED IN THIS PASS
Portfolio View - Ideal State
TASK: VIEW THE INVESTMENTS INYOUR PORTFOLIO.
Now that we have successfully added funding rounds and investors to VNYLST, a company in our portfolio, select the "Portfolio" breadcrumb to display your investments.