Cap Table Template Convertible Note

Typically when a series a funding round is undertaken it will also trigger the conversion of convertible loan notes into equity shares in the business and this also needs to be reflected in the series a cap table.

Cap table template convertible note.

Developed in collaboration with y combinator. 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. 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. Keeping this information organized and up to date is critical to making quick well informed decisions regarding fundraising employee options and.

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. 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. 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. Supports convertible notes pre money and post money safes.

Model priced funding rounds with convertible instruments to understand founder dilution in captable io. A series a cap table is used to show the effect on the percentage ownership of a business following the introduction of series a investment. Enter pro forma cap table data series a goals option pool.