Accredited Investors Only
User Flow Documentation
Comprehensive flows for investor verification, token sale discovery, multi-currency purchasing, portfolio management, and institutional security.
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Core Flows
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User Personas
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Payment Methods
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Compliance Checks
Who We Design For
User Personas
Three distinct personas representing individual investors, family offices, and internal compliance teams.
The Journeys
Core User Flows
Click any step to expand UI specs, state changes, and edge cases for each journey.
Structure
Information Architecture
The complete navigation hierarchy for EvoBit's platform.
evoBit.app │
├── Home (Public) │
├── Verification (Gated) │
│ ├── Individual Flow
│ └── Legal Entity Flow │
├── Marketplace (Verified) │
│ ├── Upcoming Sales
│ ├── Active Sales
│ └── Project Detail │
├── Dashboard (Verified) │
│ ├── Active Investments
│ ├── Distributions
│ ├── Performance
│ └── Calendar │
├── Settings (Verified) │
│ ├── Banking Connections
│ ├── Crypto Wallets
│ └── Security │
├── Education Hub │
│ ├── News & Guides
│ └── Webinars │
└── Security Center
Measuring Success
Metrics to Track
Quantitative targets and alert thresholds for compliance, conversion, and engagement.
| Flow | Primary Metric | Secondary Metrics | Alert Threshold |
|---|---|---|---|
| Verification (Ind.) | Application to Approved rate | Time to approval, doc rejection reasons | < 70% approval or >48h review |
| Verification (Entity) | Entity app completion rate | Avg docs submitted, legal review time | < 50% of started apps completed |
| Marketplace | Projects viewed per session | Time on detail, doc downloads, compare usage | < 2 projects viewed per session |
| Investment Conversion | View to Invest rate | Avg investment size, payment method mix | < 5% conversion from view |
| Payment Success | Authorization to Confirmed rate | Failure reasons, refund rate | > 10% payment failure rate |
| Portfolio | Dashboard logins per week | Time spent, actions taken, return visits | < 30% check dashboard weekly |
| Security | Users enabling 2FA | Biometric setup, session mgmt, alerts | < 60% of users enable 2FA |
| Education | Guide completion rate | Quiz scores, sharing rate | < 40% completion for mandatory |
"Compliance by design. Trust through transparency. Every flow embeds regulatory requirements while maintaining an institutional-grade experience."
EvoBit Core UX Principle