# Raise Customer Interview ## {Client Name} Give an overview of the company here, so we know who we are talking to and what their motivations might be... ### Persona Type Which category do they fit into? - [ ] 1. Raising Now - [ ] 2. Raising Soon (4-12 Months) - [ ] 3. Raising in the Future ### Success Timeline How far have {Company Name} got in the success journey? #### Stage 1: Digital Transformation ✅ (Company Verification) 1. **Sign Up** 2. **Complete Company Profile** (Required Fields + Incorp. Docs) 3. **Build Company Cap Table** --- **Stages 1+2+3 = Verified** ✅ --- #### Stage 2: Fundraising 🚀 Once verified, companies begin the second stage of their journey to success... 4. **Build a Scenario** (+Attach to Deal... first scenario created automatically attaches?) 5. **Build Your Deal Room** 6. **Request Company Valuation Report** (Optional) 7. **Invite Investors** 8. **Launch Deal Room** #### Stage 3: Managing Deal Flow 🤝💸 9. **Analysing Investor Insights** 10. **Closing Deal & Gathering Commitments** --- ## Feedback Gathering feedback up to the stage (inclusive) companies have reached ## Stage 1: Digital Transformation ✅ ### 1. Sign Up How did the company get on during this part of the process? #### Notes (Motivations + Pain Points) Type any notes here and add screenshots... --- ### 2. Company Profile How did the company get on during this part of the process? #### Notes (Motivations + Pain Points) Type any notes here and add screenshots... --- ### 3. Build Company Cap Table How did the company get on during this part of the process? #### Notes (Motivations + Pain Points) Type any notes here and add screenshots... --- ## Stage 2: Fundraising 🚀 ### 4. Build Scenario(s) How did the company get on during this part of the process? #### Notes (Motivations + Pain Points) Type any notes here and add screenshots... --- ### 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 ... #### Notes (Motivations + Pain Points) Type any notes here and add screenshots... --- ### 6. Inviting Investors How did the company get on during this part of the process? Did they find the invite section easily enough ("Who Has Access" in Analytics) - [ ] Yes - [ ] No ... #### Notes (Motivations + Pain Points) Type any notes here and add screenshots... --- ### 7. Launching Their Deal How did the company get on during this part of the process? ... #### Notes (Motivations + Pain Points) Type any notes here and add screenshots... --- ## Managing Deal Flow 🤝💸 ### 8. Analysing Investor Insights How did the company get on during this part of the process? ... #### Notes (Motivations + Pain Points) Type any notes here and add screenshots... --- ### 9. Closing Deal & Gathering Commitments How did the company get on during this part of the process? ... #### Notes (Motivations + Pain Points) Type any notes here and add screenshots... ---