Cap Table Template Excel
If you arent sure what kind of cap table you need you should consult with an experienced startup company lawyer.
Cap table template excel. Includes a core capitalization table exit waterfall and cap table summary that can be used by a company to model their cap table over time. Increase efficiency during the diligence process. A cap table is a spreadsheet for a startup company or early stage venture that lists all the companys securities such as common shares preferred shares warrants who owns them and. Illustrate how ownership changes with valuation in series a and series b financing rounds.
If you arent sure what kind of cap table you need you should consult with an experienced startup company lawyer. For that reason it is key to have one of your own. Why even the best cap table template is hopelessly inadequate. The macabacus capitalization cap table and venture capital returns analysis template identifies how much venture capital a start up requires and when based on free cash flow computes pre money and post money valuation for each round of financing calculates percentages ownership at each round and computes the internal rate of return irr and cash on cash coc at.
This capitalization table template is a helpful tool for a startup company or early stage venture to list all the companys securities. Building a cap table is key to getting the hang of the technicalities that go into the investment for your start up. Simple cap table template free download. This is a simple capitalization cap table template which allows entrepreneurs to understand the dilution effect of capital raisings and a simple stock option plan.
This template was built to. Can i make my own excel from a startup cap table template. Works for equity rounds convertible notes safes warrants equity grants options and more across multiple rounds of investments at different valuations and shows how the distribution of value and. Simple capitalization table showing current capitalization including options.
Apart from recording transactions a cap table also comprises many legal documents such as stock issuance transfers cancellations conversion of debt to equity and other documents. This excel template is a simple easy to use capitalization table that can be altered and modified to suit your organizations needs. After working in the venture capital and valuation industries for most of our careers you would think that we could use our mad spreadsheet skills to make a killer cap table template. It may not be appropriate for your particular circumstances.
Shareworks startup edition cap table template. Help entrepreneurs understand how a cap table is structured.