Want FREE Templates on Organization, Change, & Culture? Download our FREE compilation of 50+ slides. This is an exclusive promotion being run on LinkedIn.

Convertible Note Calculator Excel Template   Excel template (XLSX)
$99.00

Convertible Note Calculator Excel Template (Excel template (XLSX)) Preview Image Convertible Note Calculator Excel Template (Excel template (XLSX)) Preview Image Convertible Note Calculator Excel Template (Excel template (XLSX)) Preview Image Convertible Note Calculator Excel Template (Excel template (XLSX)) Preview Image Convertible Note Calculator Excel Template (Excel template (XLSX)) Preview Image
Arrow   Unlock all preview images:   Login Register

Convertible Note Calculator Excel Template (Excel XLSX)

File Type: Excel template (XLSX)

Top 1,000 Best Practice $99.00

Add to Cart
  


BUY WITH CONFIDENCE

Immediate digital download upon purchase.
Lifetime document updates included with purchase.
Fully editable & customizable XLSX document.
Trusted by over 10,000+ organizations.

DESCRIPTION

This product (Convertible Note Calculator Excel Template) is an Excel template (XLSX), which you can download immediately upon purchase.

Startup Companies Raise outside funding to run the business operations and for growth from different investors, including angel investors, traditional venture capitalists, friends, family and high-end investors. But no one would like to invest in a company with no great pitch or valuation; hence, Startups now frequently use convertible notes to raise money. This Convertible Note Calculator Excel Template is beneficial if you want to know the cap table before and after conversion.

A convertible note is a short-term debt that has the provision to change into equity at a later date. So initially, it is structurally debt. Still, later on, it becomes an equity investment when the note holder gets his shares for the accrued interest and principal amount based on the agreed-upon valuation Cap and Discount rate. Investors go for Convertible Notes because they believe the business will grow. Hence, their equity in the startup will be greater than the debt's interest.

Why startups go for convertible notes.
They are simple and fast. The startups get funding very quickly through notes only.
For issuing convertible notes, there is no need of valuation. However, for a round of funding, the startup needs to have a valuation done which is complicated at the very beginning of the business.
Convertible loans contain a valuation Cap which puts an upper limit at which the investment will convert into equity. This guarantees that the startup doesn't give much of its stake at a low price.
Sheets of the Convertible Note Calculator Excel Template
1. Instructions
The sheet contains information about convertible notes, when and why startups should use them and how to use the template.
Assumptions
The assumptions columns are highlighted with peach fill, which you must enter according to your startup data, and the calculator will calculate the cap table automatically.
Cap Table Pre-Seed Funding
You don't have to enter anything in this sheet. The sheet calculates the pre-seed cap table from the assumption you will enter in the assumption sheet.
Cap Table Post-seed funding
The sheet calculates the equity amount, no of shares, ownership % and the change in ownership from pre-seed funding for all the shareholders.

5. Dashboard
The dashboard is a graphical representation. It includes the graphs of components of the cap table pre-seed and Post-seed and valuation.

Benefits of using the Convertible Note Calculator Excel Template
The Convertible Note Calculator does not require much time, so you can utilize your time in your startup operations and other work.
The Convertible Note Calculator is made after thorough research, so it generates accurate results.
The calculator is cost-effective; you do not need an expensive financial expert for convertible note calculations.
The calculator calculations are linked; you don't have to create any formula, you have to enter your startup-specific data in the peach-filled column, and the calculation will update automatically.

The template includes detailed pre-seed and post-seed funding cap tables, ensuring clarity on equity distribution. The dashboard provides visual insights into ownership breakdowns and valuation changes, aiding strategic decision-making.

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, Entrepreneurship, Fundraising Excel: Convertible Note Calculator Excel Template Excel (XLSX) Spreadsheet, Oak Business Consultant


$99.00

Add to Cart
  

OVERVIEW

File Type: Excel xlsx (XLSX)
File Size: 67.1 KB

ABOUT THE AUTHOR

Additional documents from author: 348

Oak Business Consultant provides financial business consulting services, including Accountancy, Bookkeeping, Financial Planning, and more, for SMEs and Small Business Owners so they can more easily raise startup funds, develop budgets, and track performance on an easy-to-use financial Model with a Dashboard.

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.




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




Customers Also Bought These Documents


Customers Also Like These Documents

Related Management Topics


Valuation Model Example Entrepreneurship Fundraising Integrated Financial Model M&A (Mergers & Acquisitions) Valuation IPO ROI Maturity Model Small Business Growth Strategy Manufacturing Market Research

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.