Capitalization Table

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Overview

Features

Description

Guides & Tools

Track investments, payouts and returns

This model is offered in a number of fully customizable versions. Compare these below and choose the one that suits your business size and needs. Once selected, customizing your spreadsheet is quick and easy. Your business could be using powerful, professional Excel analysis in minutes.

Each version is free to customize and preview.

Standard	Pro	Power Pro
Types and series of securities Investment rounds Investments and share units Conversion & exercise of securities Payout and return on investment	All Standard features plus: Founders' non-cash contributions Investors & investor groups Investment scenarios Valuation scenarios "Participation" for preferred shares	All Pro features plus: Authorized & treasury shares More items of all types More investment rounds
7 day free trial or $49	7 day free trial or $69	$99
Customize Now	Customize Now	Customize Now

Compare Versions

Investment Process
	Standard	Pro	Power Pro
Invesmtent rounds
Phases in investment rounds - splits, dividends, sale of new securities, conversion & exercise of securities
Types of Securities
Convertible notes
Preferred stock
Common stock
Warrants and options
Series of each type of security
Conversion & exercise decisions
Optional "Participation" for Preferred shares (retain liquidiation preference while participating in common share pool)
User-specified seniority ranks of senior securities
Series of senior securities can have identical seniority ("pari passu")
Investment and share units
New and cumulative investment - for each type & series of security
New & cumulative share units - for each type & series of security
Valuation of the enterprise
Founders' non-cash contributions
Authorized common and preferred shares and treasury shares
Investors
Investors & investor groups - track everything by investor
Payout
Payout - for each type & series of security
Display payout tables ordered by security type or seniority or both
Return on investment
Return multiple - for each type & series of security
Scenarios
Investment scenarios
Valuation scenarios
Custom Model Size Limits
Investment rounds	6	12	18
Series of each type of security	2	6	12
Investors	-	5	15
Investment scenarios	1	5	20
Valuation scenarios - different valuations of the enterprise over time	1	5	20