The Onboarding Experience
What to expect during the getting-started wizard
When you first join Play Money, you will go through a short guided experience to help us personalize the platform for you.
What Is the Onboarding Wizard?
The "Getting Started" wizard is a short, interactive walkthrough that appears when you first join the platform. It helps us understand what kind of investor you are so we can tailor deal recommendations, content suggestions, and your overall experience.
You will see a "Getting Started" link in the navigation bar until you complete the wizard. Once finished, it disappears and you are all set.
What You Will Be Asked
The wizard has several short steps. Here is what to expect:
Welcome
A brief introduction to what you will go through.
Your motivation
Why you are interested in angel investing — curiosity, building wealth, supporting founders, exploring a VC track, etc.
Learn from others
A short video from an experienced investor, matched to your motivation.
Your investing style
What kind of investor you are — whether you prefer deep research, quick decisions, mission-driven investing, or something else.
Your investor path
Based on your answers, the platform identifies your investor archetype.
How it works
A guided tour of how the platform works — deals, investing, portfolio tracking, and more.
Your confidence level
How comfortable you feel about getting started with angel investing.
Stay connected
An option to opt in to email updates about new deals and platform news.
Your interests
Select the categories and sectors you are most interested in — climate tech, AI, health, fintech, and more.
Top deals for you
Personalized deal recommendations based on your interests.
Congratulations
You are done! A celebration screen marks the completion of your onboarding.
Can I Skip It?
Yes! You can skip the Getting Started wizard entirely and go straight to browsing deals. The "Getting Started" link will remain in your navigation bar so you can return to it whenever you like. Once you complete it, the link disappears permanently.
Individual steps within the wizard can also be skipped if you prefer not to answer a particular question.
How Long Does It Take?
The entire wizard takes about five minutes. Most steps are a single question or a short video. You can move through it quickly or take your time — there is no time limit.
Common Questions
Can I redo the onboarding experience? Once you complete the wizard, it is marked as finished and the Getting Started link disappears from the navigation. Your answers help personalize your experience, but they do not restrict what you can do on the platform.
Does onboarding affect which deals I see? Your interest selections help personalize deal recommendations on your dashboard. However, you always have access to all available deals on the Deals page regardless of your onboarding answers.
Do I have to finish onboarding before I can invest? No. You can browse and invest in deals at any time. The onboarding wizard is a tool to help you get comfortable and personalize your experience — it is not a requirement.
I signed up through a community link. Is the onboarding different? The wizard is the same for all investors. However, your community membership is automatically set up when you sign up through a community link, so you may see community-related deals in your recommendations at the end of the wizard.
Next Steps
Last updated 2 weeks ago
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