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    Cap Table Modeling Template

    Uploaded by

    Ade Hk
    The document provides information on using a cap table modeling template, including adding founders, investors, and rounds of financing. It details pre-seed, seed, and Series A rounds, showing share amounts and valuations. FAQs address adding new rounds and founder investments. The template is meant to help model ownership over time and financing stages.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    Cap Table Modeling Template

    Uploaded by

    Ade Hk
    146 views11 pages
    The document provides information on using a cap table modeling template, including adding founders, investors, and rounds of financing. It details pre-seed, seed, and Series A rounds, showing share amounts and valuations. FAQs address adding new rounds and founder investments. The template is meant to help model ownership over time and financing stages.

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    © © All Rights Reserved

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    The document provides information on using a cap table modeling template, including adding founders, investors, and rounds of financing. It details pre-seed, seed, and Series A rounds, showing share amounts and valuations. FAQs address adding new rounds and founder investments. The template is meant to help model ownership over time and financing stages.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    146 views11 pages

    Cap Table Modeling Template

    Uploaded by

    Ade Hk
    The document provides information on using a cap table modeling template, including adding founders, investors, and rounds of financing. It details pre-seed, seed, and Series A rounds, showing share amounts and valuations. FAQs address adding new rounds and founder investments. The template is meant to help model ownership over time and financing stages.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    You are on page 1of 11
    At a glance
    Powered by AI
    The template provides a cap table spreadsheet to track ownership percentages as a startup raises multiple rounds of financing. Additional rows and formulas can be added to accommodate more investors and adjustments can be made to relabel existing rounds.

    Existing rounds can be re-labeled, such as renaming the seed round to pre-seed 2. New rounds can then be added below with their own formulas and calculations. Care should be taken to not break the dependencies between cells.

    Founder investments made before pre-seed rounds can be included by adjusting the pre-seed numbers. Later investments would require modifying the spreadsheet's structure and formulas.

    This is a Cap Table Modeling template from Elite Game Developers

    If you want to start using this template, please got to the menu, Flie > Make a copy, then start editing your copy of the template
    You can edit the cells that have a yellow background.
    If the background is white, it's preferred that you don't edit them
    Adding more founders is possible, just make sure that you don't break things :)
    Instead of removing investor of founder rows from the spreadsheets, just put a zero to their shares etc. to remove them from th

    FAQ
    Q: What is the optimal way to think about using this template?
    A: If your are just starting off and thinking about raising, you should consider what your ownership could look like down the line.

    Q: My company has down two pre-seed rounds and now a seed round. How can I add new rounds into the spreadsheet?
    A: The current version doesn't support more than three rounds, but you can re-label them, so that seed becomes pre-seed 2, a

    Q: Some of the founders invested money into the company. How should that be calculated into the spreadsheet?
    A: The current version doesn't support founder investments. If the investment happened before the actual pre-seed, you can ru

    Q: What if we have 100x less shares in the cap table? Does it matter if we have 20 shares per founder at the start?
    A: I would advise your company to conduct a share split, so that you'd have a larger quantity of shares. The reason is that later

    Version information
    Version 1.0 (March 27th 2020)
    - Added first version

    Version 1.1 (December 20th 2020)


    - Bug fixes
    iting your copy of the template

    es etc. to remove them from the calculations

    p could look like down the line. Most startups end up raising at least three rounds of financing, often more. Guard your cap table and makes

    ds into the spreadsheet?


    t seed becomes pre-seed 2, and Series A becomes seed. The formulas can stay the same.

    he spreadsheet?
    he actual pre-seed, you can run the numbers with the pre-seed round table an

    under at the start?


    hares. The reason is that later on, when you are doing the calculations, things well be more accurate with hundreds of thousands of shares
    uard your cap table and makes sure you have enough ownership to continue being motivated.

    ndreds of thousands of shares.


    Cap table after Pre-seed Common Pre-seed Seed Series A
    Founder A 212,500
    Founder B 212,500
    Founder C 212,500
    Founder D 212,500
    Employee Shares Option Pool 150,000
    Investors per stage 250,000
    Total 1,000,000

    Cap table after Seed Common Pre-seed Seed Series A


    Founder A 212,500
    Founder B 212,500
    Founder C 212,500
    Founder D 212,500
    Employee Shares Option Pool 150,000
    Investors per stage 250,000 312,500
    Total 1,000,000

    Cap table after Series A Common Pre-seed Seed Series A


    Founder A 212,500
    Founder B 212,500
    Founder C 212,500
    Founder D 212,500
    Employee Shares Option Pool 150,000
    Investors per stage 250,000 312,500 475,543
    Total 1,000,000
    Total % Ownership
    212,500 17.00%
    212,500 17.00%
    212,500 17.00%
    212,500 17.00%
    150,000 12.00%
    250,000 20.00%
    1,250,000 100.00%

    Total % Ownership
    212,500 13.60%
    212,500 13.60%
    212,500 13.60%
    212,500 13.60%
    150,000 9.60%
    562,500 36.00%
    1,562,500 100.00%

    Total % Ownership
    212,500 10.43%
    212,500 10.43%
    212,500 10.43%
    212,500 10.43%
    150,000 7.36%
    1,038,043 50.93%
    2,038,043 100.00%
    NOTE! Only edit cells that have a yellow background
    Pre-Seed Round of Funding
    Pre-Money Valuation: $1,000,000
    Amount Raised: $250,000
    Post-Money Valuation: $1,250,000
    % Ownership of new investors 20.00%
    Initial Outstanding Shares 1,000,000
    Post-Investment Shares 1,250,000
    New shares created for investors 250,000

    $ Invested Existing Shares Preferred Shares Price-per-share


    Founders + ESOP 1,000,000 0
    First Investor A $25,000 25,000 $1.00
    First Investor B $225,000 225,000 $1.00
    First Investor C $0 0 $1.00
    First Investor D $0 0 $1.00
    First Investor E $0 0 $1.00
    First Investor F $0 0 $1.00
    Total $250,000 1,000,000 250,000
    % Ownership
    80.00%
    2.00%
    18.00%
    0.00%
    0.00%
    0.00%
    0.00%
    20.00%
    Seed Round of Funding
    Pre-Money Valuation: $2,000,000
    Amount Raised: $500,000
    Post-Money Valuation: $2,500,000
    % Ownership of new investors 20.00%
    Initial Outstanding Shares 1,250,000
    Post-Investment Shares 1,562,500
    New shares created for investors 312,500

    $ Invested Existing Shares Preferred Shares Price-per-share


    Founders + Prev. investors + ESOP 1,250,000 0
    Seed Investor A $500,000 312,500 $1.60
    Seed Investor B $0 0 $1.60
    Seed Investor C $0 0 $1.60
    Seed Investor D $0 0 $1.60
    Seed Investor E $0 0 $1.60
    Seed Investor F $0 0 $1.60
    Total $500,000 1,250,000 312,500
    % Ownership
    80.00%
    20.00%
    0.00%
    0.00%
    0.00%
    0.00%
    0.00%
    20.00%
    Series A Round of Funding
    Pre-Money Valuation: $23,000,000
    Amount Raised: $7,000,000
    Post-Money Valuation: $30,000,000
    % Ownership of new investors 23.33%
    Initial Outstanding Shares 1,562,500
    Post-Investment Shares 2,038,043
    New shares created for investors 475,543

    $ Invested Existing Shares Preferred Shares Price-per-share


    Founders + Prev. investors + ESOP 1,562,500 0
    Series A Investor A $3,000,000 203,804 $14.72
    Series A Investor B $2,000,000 135,870 $14.72
    Series A Investor C $1,000,000 67,935 $14.72
    Series A Investor D $500,000 33,967 $14.72
    Series A Investor E $500,000 33,967 $14.72
    Series A Investor F $0 0 $14.72
    Total $7,000,000 1,562,500 475,543
    % Ownership
    76.67%
    10.00%
    6.67%
    3.33%
    1.67%
    1.67%
    0.00%
    23.33%

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