cap-table-analysis

What problem does it solve?

This Skill helps founders and investors accurately model complex capitalization tables, understand dilution, and forecast equity ownership through various funding rounds and exit scenarios.

Core Features & Use Cases

• Cap Table Construction: Track all equity instruments including common, preferred, options, warrants, and convertibles.
• Dilution Modeling: Calculate ownership changes from funding rounds, option pool creation, and anti-dilution provisions.
• Liquidation Waterfall Analysis: Determine how proceeds are distributed at different exit values, considering liquidation preferences and participation rights.
• Use Case: Model the impact of a new Series B funding round on existing Seed and Series A investors, founders, and the employee option pool.

Quick Start

Analyze the cap table for a startup with founder shares, Series A preferred stock, and an employee stock option plan.