23 July 2020
Cap Table for startups is a simple sheet that provides a clear understanding of the ownership of the company, percentage of owners, equity dilution, value of equity in each round of investment by founders and investors.
As a startup founder, you'll be involved in activities like raising funds, making transfers, determining the shareholding pattern, analyzing the investment effects on their holding, final shareholding post-investment, etc.
All these above activities require you to consult with a professional / advisors, to understand the appropriate analysis. Generally, we must analyze at every stage considering the agreed terms with investors and transferees.
Considering the immense requirement of this, Treelife Consulting has prepared a sample format of CapTable for startups that provide accurate analysis and formula-driven results which will ease the efforts and understanding of the startup's founders.
Let’s explore how to unlock the working of this package with our expectations, step-by-step.
We have given below steps with images to make you comfortable with this tool.
2. Click on guidelines, please go through it to avoid difficulties in understanding the requirements and working of the sheet
3. Go to the pre-requisite section fill the requested details in tables with appropriate input.
Table 1 –
Select the appropriate responses like name of the company, no. of founders, transfer details, ESOP, investment round and details, etc.
Table 2 - Provide the founder's name and their holding shares
Table 3 - Provide the transferee's name and their proposed shares
Table 4 & 5 - Provide the investor's name and their proposed share in respective rounds.
4. Considering the filled information in the pre-requisite, the main working will auto-populate and calculate the details.
5. Have a look at the main working sheet, review it, and make sure the results are as per your expectation.
6. The main working will operate basis the details of the investment, for which separate analysis is made besides the working. Just have a look at it.
7. At Last, for a quick look, move to the chart analysis section.
8. In case of any difficulty/ queries, please do contact us (details mentioned in the working)
Cap Table for startups sheet offers the formula-driven product basis the appropriate inputs. It makes trouble-free analysis in simple steps. We have considered very simple and sample assumptions to make it robust. In case of any additional requirements, do contact us, details mentioned on the cover page of the working.
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We simplify your business so that you can spend time on things that matter.
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Treelife Ventures Services Private Limited.
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