Cap Table & Funding Round
Model the round before you sign the term sheet.
Pre/post-money cap table, dilution across rounds, ESOP pool and exit waterfall, with SAFE and convertible handling.
Output formats
Excel
What's included
Excel cap-table model + round summary
What you provide
Current shareholders, round terms
What you’ll get — tailored to your business
- Excel cap-table model + round summary — built from your numbers
- A transparent view of every input and assumption you gave us
- A plain-language explanation of what it means for your business
- Practical next steps for your team
Inside the deliverable
A typical structure — yours is built from your numbers.
Cap Table & Funding Round — what it covers
- 1Executive summary
- 2Key assumptions
- 3Core analysis
- 4Scenarios and sensitivities
- 5Recommendation and next steps
See it live at launch — every deliverable is generated from your own inputs.
Built from your numbers, guided step by step.
You provide the inputs (or upload the files you have), the engine builds your cap table & funding round from them, and you get the deliverable plus a plain-language explanation of what it means.
- Step 1
You provide your inputs
Answer guided questions or upload the files you already have — rough numbers are fine.
- Step 2
The engine builds it from your numbers
Our expert engine works through your figures, market and goals using proven methods.
- Step 3
You get the deliverable, explained
A finished document tailored to your business, plus a plain-language summary of what it means.
New to this? We'll walk you through it. Every question comes with a plain-English explanation, sensible starting points, and no jargon — you'll be guided step by step.
How far should we take it for you?
Keep it updated
Add maintenance for $0/mo and we refresh your output as your numbers change.
What you’ll need
- Current shareholders
- Round terms
Ratings & reviews
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Questions, answered
Built for founders, finance leads and advisors who need a credible cap table & funding round without waiting weeks for a consultant.
Built by humans, for humans — with AI doing the heavy lifting. Every deliverable is generated by our expert engine from the inputs you provide, following methods designed and reviewed by experienced practitioners.
New to this? We'll walk you through it. Every question comes with a plain-English explanation, sensible starting points, and no jargon — you'll be guided step by step.
Cap Table & Funding Round · Professional
Pilot — free during testing