Cap Tables & Investor Returns Model   Excel template (XLSX)
$69.00

Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Log in to unlock full preview.
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Cap Tables & Investor Returns Model (Excel template (XLSX)) Preview Image
Arrow   Click main image to view in full screen.

Cap Tables & Investor Returns Model (Excel XLSX)

Excel (XLSX)

#2 in Financing $69.00
This financial model is built by a certified Financial Modeling & Valuation Analyst with over 20+ years of global experience managing over $500MM+ in corporate finances.
Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

BENEFITS OF DOCUMENT

  1. A flexible tool assisting investors in identifying how much venture capital a start-up requires

DESCRIPTION

This product (Cap Tables & Investor Returns Model) is an Excel template (XLSX), which you can download immediately upon purchase.

User-friendly Cap Table Model for a startup company or early-stage venture including multiple rounds of investments and investors returns analysis.

The template is a flexible tool assisting investors in identifying how much venture capital a start-up requires and when based on Discounted Free Cash Flow, computes pre-money and post-money valuation for each round of financing, calculates percentages ownership at each round, and computes the internal rate of return (IRR) and cash-on-cash (CoC) for each investor using different exit value scenarios.

Key Features:

? 3 Statement Model for 5-Year Forecast (manual data input required by user)
? DCF & Company Valuation (pre/post money)
? Enterprise Value, Equity Value and Share Price calculation
? Cap tables for multiple rounds of investment (Pre, Seed, Series A-B-C)
? FD Shares Outstanding & Equity Contributions Analysis
? Preferred Participation & Dividends calculation
? Investors Returns at exit (Total cash flows, IRR, CoC)
? Exit Value Scenarios
? Dashboard

Help & Support

Committed to high quality and customer satisfaction, all our templates follow best practice financial modeling principles and are thoughtfully and carefully designed, keeping the user's needs and comfort in mind.
No matter if you have no experience or you are well versed in finance, accounting, and the use of Microsoft Excel, our professional financial models are the right tools to boost your business operations!
If you however experience any difficulty while using this template, please feel free to contact us for assistance.
If you need a template customized for your business requirements, please e-mail us and provide a brief explanation of your specific needs.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Valuation Model Example, LBO Model Example, DCF Model Example, Financing Excel: Cap Tables & Investor Returns Model Excel (XLSX) Spreadsheet, Profit Vision


$69.00
This financial model is built by a certified Financial Modeling & Valuation Analyst with over 20+ years of global experience managing over $500MM+ in corporate finances.
Add to Cart
  

ABOUT THE AUTHOR

Author image
Author: Profit Vision
Additional documents from author: 244
Terms of usage (for all documents from this author)

Profit Vision provides Consulting & Outsourced Financial Services as well as Financial Planning & Performance analysis to small and mid-size businesses by implementing efficient and effective tools to assist them with start-up business plans or improve their ongoing operations.

Our range of services include Financial & Operational Analysis, Business Planning, Budgeting & Forecasting, Cash Flow ... [read more]

Ask the Author a Question

Must be logged in

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.
Bundle and save! You can save up to % with bundles!

View bundle(s)




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials

 
"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

– Roberto Fuentes Martinez, Senior Executive Director at Technology Transformation Advisory
 
"Flevy.com has proven to be an invaluable resource library to our Independent Management Consultancy, supporting and enabling us to better serve our enterprise clients.

The value derived from our [FlevyPro] subscription in terms of the business it has helped to gain far exceeds the investment made, making a subscription a no-brainer for any growing consultancy – or in-house strategy team."

– Dean Carlton, Chief Transformation Officer, Global Village Transformations Pty Ltd.
 
"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership
 
"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact "

– Roberto Pelliccia, Senior Executive in International Hospitality
 
"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy
 
"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates
 
"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor "

– Michael Duff, Managing Director at Change Strategy (UK)
 
"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so "

– Omar Hernán Montes Parra, CEO at Quantum SFE




Save with Bundles

This document is available as part of the following discounted bundle(s):

Save %!
Investment Models

This bundle contains 5 total documents. See all the documents to the right.

$290.00


Add Bundle & Save


Your Recently Viewed Documents

Customers Also Bought These Documents


Customers Also Like These Documents

Related Management Topics


Valuation Model Example Fundraising Customer Experience Business Plan Example Banking Valuation M&A (Mergers & Acquisitions) IPO Entrepreneurship Go-to-Market Strategic Planning Augmented Reality Service Transformation Fourth Industrial Revolution Lean Daily Management System Lean Management Customer Decision Journey Financial Management Business Case Example Financial Modeling Business Case Development Gap Analysis Organizational Design Consulting Frameworks Disruption Artificial Intelligence Digital Transformation Cost Reduction Assessment Procurement Strategy Manufacturing

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more.