Cap Table Template Convertible Note

Enter pro forma cap table data series a goals option pool.

Cap table template convertible note.

This guide has overview of what a cap table is detailed examples and a free excel template to download and make your own cap table. Cap table template a capitalization table or cap table for short is a list of a company s securities common stock preferred stock options warrants etc and who owns those securities. A capitalization table is a spreadsheet for a startup company or early stage venture that lists all the company s securities such as common shares preferred shares and who owns them. This is the 13th part of the pro cap table training course where we deal with accounting for convertible debt and warrants.

In this series we go through the basics you need to know then worksheet by sheet so you know how to make a seriously kick ass cap table. Supports convertible notes pre money and post money safes. The date is july 1 2016 and we successfully received a total investment of 150 000 100 000 investment from angel investor 1 and 50 000 from angel 2 in the form of a convertible note. Model priced funding rounds with convertible instruments to understand founder dilution in captable io.

Continuing from our pre investment cap table example our startup currently has two founders three employees an option pool and no investment well let s change that last statement. There are 14 parts. Keeping this information organized and up to date is critical to making quick well informed decisions regarding fundraising employee options and.