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Raise Customer Interview #4
Pariti

Company that provides a platform that allows investors to streamline their deal flow, get access to vetted, investment-ready startups, and work with global experts to make their fund more efficient.

Persona Type
Which category do they fit into?

- [ ] 1. Raising Now
- [ ] 2. Raising Soon (4-12 Months)
- [x] 3. Raising in the Future

Success Timeline
Have signed up and used the Build Cap table

Stage 1: Digital Transformation ✅
(Company Verification)

Sign Up
Complete Company Profile (Required Fields + Incorp. Docs)
Build Company Cap Table
Stages 1+2+3 = Verified ✅

Stage 2: Fundraising 🚀
Once verified, companies begin the second stage of their journey to success…

Build a Scenario (+Attach to Deal… first scenario created automatically attaches?)
Build Your Deal Room
Request Company Valuation Report (Optional)
Invite Investors
Launch Deal Room
Stage 3: Managing Deal Flow 🤝💸
Analysing Investor Insights
Closing Deal & Gathering Commitments
Feedback
Gathering feedback up to the stage (inclusive) companies have reached

Stage 1: Digital Transformation ✅
Sign-Up Prototype

1. Sign Up
How did the company get on during this part of the process?

Questions
1. What were your initial thoughts of the sign up process?

A: 
Some are already raising so remove the question: in how many months are you fundraising? The email sent upon signing up comes across as action points instead of learning resources for what to do next. 

Make it clear on the sign up process that companies need to be incorporated. 

Change the selections options to the question: Are you fundraising soon? Option with a 12+ year seems to have an edit error 


2. Did you think we were asking relevant sign up questions?

A: The questions asked during sign up should provide a difference in the product journey for the user.

What do you need from me to make my product experience. 

3. Any extra ideas on the Sign Up process and how it could have been improved?

A: 


2. Company Profile
How did the company get on during this part of the process?

Questions
1. What were your initial thoughts of the Company Dashboard (Profile)?

A: Subsidiaries might not need it's own tab


2. Did you find the Task List component useful?

A: 
Have an option added where there is a link that directs users to the page linked to the task

3. Build Company Cap Table
How did the company get on during this part of the process?

Questions
1. What were your initial thoughts of the Company Cap Table?

A: 

2. What documents did you have to provide? How did you find this process?

A:

3. What did you find confusing about the Cap Table?

A:

4. Would you pay for a premium onboarding?

A: YES

5. Can you remember where feelings of frustration arose?

A:

6. How much prior knowledge of Cap Tables did you have before?

A: 

8. Which parts did you find easy/hard to grasp comprehend?

A: 
Stage 2: Fundraising 🚀
4. Build Scenario(s)
How did the company get on during this part of the process?

1. Have you tried building a scenario yet?

A: 
5. Build Your Deal Room
How did the company get on during this part of the process?

Which components did they use?

Company Overview
Team
…

Financial Performance
Pre-Money Valuation
Key Driver Metrics
Use of Proceeds
Burn Rate
…

Cap Table
On
Off
…

Funding History
Milestones + Highlights
…

Documents
…

Questions
1. How was the Pre-Money Valuation?

A: 
1. On a scale of 1-10, how useful have you found Raise?

A: 
2. If Raise were to dissapear, how would you feel?


Key Takeaways
Digital Transformation
1. Clean, visual sign up
Insert quote here