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Psychometric testing gives each member of your founding team a personality profile across five dimensions. You take the assessment yourself and invite other people by link, then read everyone’s results together on one page.

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Where to find it

In the left sidebar, expand Founder Tools and choose Psychometrics. You can also open the Founder Tools page and click the Psychometric Testing card, or go straight to /dashboard/psychometrics. Psychometric testing is included during the trial and on Caplia Raise and Caplia Enterprise. On Caplia Core, the free plan, the page shows a locked card with a View Pricing Plans button instead of the tool. See billing and plans for what each plan includes.

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The assessment at a glance

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Taking your own assessment

1

Open the page

Go to /dashboard/psychometrics. The banner at the top is titled Complete Your Psychometric Assessment.
2

Start the test

Click Take Test in the banner. This opens your own assessment straight away, with no invitation email involved.
3

Answer all 50 questions

Work through the questions in one sitting, then submit. Your results appear on the page alongside the rest of the team.
Once you have finished, the Take Test button is replaced by a confirmation line in the banner. Your own assessment counts as one invite against your plan’s allowance.
The Take Test button only appears if your Caplia account is linked to an entry in your company’s team list. If it is missing and you have not completed the assessment, invite yourself through the invite dialog described below and open the link you receive.

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Inviting your team

1

Open the invite dialog

Click Invite Someone in the Assessments section. The dialog is titled Invite to Psychometric Test.
2

Pick an existing team member

People already on your company’s team list appear under Team Members. Click a row and the invite is created immediately. Only people who have not been invited yet are listed here.
3

Or add someone new

Fill in Name, Email and Role (optional), then click Invite to Test. If you leave the role blank it is saved as Team Member.
The two routes behave differently, and the difference causes most of the confusion:
  • Picking someone from Team Members creates the invite but does not email anyone. You have to share the link yourself.
  • Adding someone new sends them an invitation email from notifications.caplia.ai, with a subject line of your company name followed by “Complete Your Psychometric Assessment”, and also adds them to the Team list on your Caplia Passport. Use this route only for people who are not on that list already, otherwise you end up with a duplicate team card.
The Team Members list is drawn from the Team card on your Caplia Passport at /dashboard/investor-preview. If someone is missing from the dialog, add them there first with Add Team Member. This list is separate from portal access: inviting a colleague to sign in to Caplia is a different flow, covered in team management. Every invited person gets a card in the Assessments section. While their status is Pending, the card carries two sharing buttons:
  • Copy Link puts their unique test URL on your clipboard, ready to paste into an email or a chat.
  • WhatsApp opens WhatsApp with a pre-written message containing the link. On desktop, if WhatsApp cannot be opened, the message is copied to your clipboard instead.
Once that person submits, the sharing buttons come off their card and their results take that space instead. You cannot re-share a link from a completed card, and you do not need to: an assessment can only be taken once. Each link is personal to one participant, and test links do not expire. Anyone holding a link can complete that person’s assessment, so treat it like a private invitation.

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Inside the assessment

Participants land on a welcome screen naming your company, with a short terms and privacy note, and start by clicking Continue to Assessment. Questions are shown one at a time under the heading Big Five Personality Test, with a progress bar and a question counter.
  • Press the number keys 1 to 5 to answer, which selects the option and moves on automatically.
  • Use the left and right arrow keys, or Previous and Next, to move between questions and change an earlier answer.
  • Submit Test only becomes available on the last question once all 50 have an answer.
Answers are only saved when the assessment is submitted. If a participant closes the tab part-way through, their progress is lost and they need to start again from the beginning of the link.

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Tracking progress

A card appears in the Assessments section only once someone has been invited, and it shows one of two statuses: A Tests Completed counter above the cards shows how many of your invited participants have finished. Results load when the page opens, so refresh the page if someone tells you they have just finished.

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Understanding results

A completed card shows Big Five Traits as percentage scores, where a higher percentage means more of that trait: Below the scores you may see an Iris Summary, a short written interpretation generated when the assessment was submitted. If the summary failed to generate, the rest of the results are still saved and shown. For a deeper read, click Analyse with Iris. This opens Iris with the scores pre-loaded and asks her for strengths and watch-outs in the context of your company.

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Invite limits

Invites are capped by plan. The current allowances are none on Caplia Core, 2 during a trial, and effectively unlimited on Raise and Enterprise. Your own assessment counts towards the cap, and every invite you create counts, including ones that have already been completed. Invites are not returned to your allowance. When the allowance is gone, Invite Someone, Copy Link and WhatsApp are disabled, and an Upgrade to Raise button takes you to /billing.

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Who can see results

Results are stored against your company, and anyone signed in to your Caplia workspace can view them on this page. People you invite by link only ever see their own assessment: they do not get access to your workspace or to anyone else’s results. The terms shown to every participant before they start state that their profile will be shared with your company and with investors you choose to share it with. Making psychometric founder signals visible to investors is listed as a Caplia Raise plan feature, so during a trial treat the results as an internal view of your team.

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Troubleshooting

Either you have already completed your assessment, in which case the banner shows a confirmation line instead, or your account is not linked to an entry in the team list. In the second case, open Invite Someone, enter your own name and email under the new person fields, click Invite to Test and use the link that arrives by email.
The Team Members list only shows people who are on your Caplia Passport team list and have not been invited yet. If they have already been invited, their card is in the Assessments section instead. If they are not on the team list at all, add them on the passport page with Add Team Member, or invite them as a new person from the dialog.
Only invites created through the new person fields send an email. Picking an existing team member creates the invite silently. Either way, open their card and use Copy Link, then send the link yourself. Ask them to check their spam folder for a message from notifications.caplia.ai.
On desktop, if neither the WhatsApp app nor WhatsApp Web can be opened, the invitation message is copied to your clipboard automatically. Open WhatsApp yourself and paste it into a chat.
Refresh the page. Results are read when the page loads, so a session opened before they submitted still shows Pending. If the status stays pending after a refresh, they may have closed the tab before pressing Submit Test, which discards the answers. Send them their link again so they can retake it from the start.
An assessment is one-time and cannot be retaken from the same link once it is submitted. Contact support through the portal to discuss resetting it rather than creating a second team entry for the same person.
You have used your plan’s psychometric invite allowance. The Psychometric Test Invites meter at the top of the page shows the count. Upgrade from /billing to lift the cap. Completed assessments still display normally while the cap is reached.