Cap Tables & Investor Returns Model (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

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

VALUATION MODEL EXAMPLE EXCEL 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.

This Cap Tables & Investor Returns Model is designed to empower executives with a comprehensive framework for managing equity and investor returns across multiple funding rounds. The template provides detailed insights into ownership dilution, investor participation, and projected returns, allowing for strategic decision-making. Users can easily manipulate key variables to assess various exit scenarios and their impact on investor returns. With built-in calculations for IRR and cash-on-cash returns, this model serves as a vital resource for navigating the complexities of fundraising and maximizing shareholder value.

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