Finance template
Cap table
Model ownership through seed and Series A rounds with share prices worked out from each pre-money valuation. See fully diluted ownership and a simple payout at an exit value.
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- Download as .xlsx
What's inside
Everything is a normal workbook once you open it: change the numbers, rename the sheets and make it yours.
1 sheet
- Cap table
55 formulasTotals, lookups and checks are already worked out, so the sheet updates as you type. 134 filled cells in all.
Built in
- Charts
- Conditional formatting
- Dropdowns
- Named ranges
- Frozen headers
- 1 chart
A look at the Cap table sheet
The top left of the first sheet, calculated by SheetsBat. Open the template to see all of it.
| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
| 1 | Cap table | |||||||
| 2 | Orbitwell Labs. Inputs are yellow. Share prices come from pre-money valuation / fully diluted shares before the round. | |||||||
| 3 | Rounds | |||||||
| 4 | Round | Date | Pre-money | Raised | Pool top-up | Shares before | Price per share | New shares |
| 5 | Seed | Mar 1, 2024 | $6,000,000 | $1,500,000 | 1,000,000 | 9,000,000 | $0.6667 | 2,250,000 |
| 6 | Series A | Feb 15, 2026 | $24,000,000 | $8,000,000 | 800,000 | 12,050,000 | $1.9917 | 4,016,667 |
| 7 | ||||||||
| 8 | ||||||||
| 9 | Shareholders | |||||||
| 10 | Enter founder shares and the dollars each investor put in; their shares are calculated. | |||||||
| 11 | Holder | Type | Common | Seed invested | Seed shares | Series A invested | Series A shares | Total shares |
| 12 | Ava Lindqvist | Founder | 4,500,000 | $0 | 0 | $0 | 0 | 4,500,000 |
- cap table
- equity
- startup
- dilution
- fundraising
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