Cap Table Template Convertible Note

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.

Cap table template convertible note.

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

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. Model priced funding rounds with convertible instruments to understand founder dilution in captable io. 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.

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