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# System prepended metadata

title: Raise Customer Interview Template

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# Raise Customer Interview Template
## {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**

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**Stages 1+2+3 = Verified** ✅

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#### 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**

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## 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...

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### 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...

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### 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...

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## 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...

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### 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...

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### 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...

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### 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...

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## 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...

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### 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...

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