eShares

Financings

In February 2016 eShares launched it's first iteration of Financings. The feature allowed companies to invite investors to review and sign closing documents directly through the platform. Financings also provided users wire transfer instructions to complete their investment, as well as a status of the round.

financings
Financings Dashboard

I was in charge of onboarding the investors, the challenge was to make their workflow as seamless as possible since they were first time users transferring major investments.

invitaion
task
review
wire
sign
email
pending