# Primary Cap Table Testing (Template) Begin your interview by gathering some information on the interviewee first. You can then present them with the current Cap Table feature, asking them questions about their expectations, motivations, and frustrations along the way... - Build a Cap Table (www.getraise.io) - Prototype ## {Client Name} Profile Give an overview of the interviewee here, so we know who we are talking to and what their motivations might be when using the platform... **Which Raise archetype is this user?** - [ ] Founder/Company - [ ] Investor/Syndicate - [ ] Lawyer/Corp. Secretary - [ ] Employee/Consultant/IC **How familiar does this user consider themselves with Cap Tables** - [ ] Expert - [ ] Intermediate - [ ] Some but limited Knowledge - [ ] Novice / First Timer **Are they building a cap table for themselves or for someone else?** - [ ] Themselves - [ ] Someone else --- ## Generic Questions **What are their first impressions of the Build a Cap Table feature?** Answer here... **Do they find the current design intuitive/easy to use?** Answer here... **How familiar are they with different shareclass options?** Answer here... **Would they pay someone to complete this process for them?** Answer here... **If YES, what would be a reasonable price for this service?** Answer here... --- ## Info on their Cap Tables **How many shareclasses do they (their company) have?** Answer here... **How many shareholders does their company have?** Answer here... **How many convertible holders does their company have?** Answer here... **Do they have Employee Stock Options?** Answer here... **Do they have vesting schedules?** Answer here... **Are they familiar with incorporation docs and did they find these ok to upload/easy to find?** Answer here... --- ## Motivations & Frustrations Here is where we want to get an idea of what motivates the user in this part of the platform and what actions they want to take. **Was there any particular part of the Cap Table that you enjoyed? And Why?** Answer here... **Was there any particular part of the Cap Table that you disliked? And Why?** Answer here... **What do you think the ideal flow would be for building a Cap Table?** Answer here... **How would you make this process more intuitive?** Answer here... **What is their primary motivation/action when creating a cap table?** Answer here... **What did they expect to see/not expect? Answer here... **Please rank these in order of visual hierachy (what they'd expect to see first/last)** - [ ] Incorporation Documents - [ ] Shareclasses - [ ] Shareholders (Equity) - [ ] Convertible Holders (SAFE + DEBT) - [ ] Signatories --- ## Other Questions **Do they have any ideas as to how they'd ideally navigate a Cap Table build feature?** Answer here... **How would they change the current designs?** Answer here... **Do they have any feature requests for these pages?** Answer here... **Would they benefit from a short product tour to help provide more info and context on building their cap table?** --- ## Other Notes & Comments If you feel like there are any more questions to be asked, feel free to ask them here... **Question** Answer here... ---