Last version published: 04/07/2017 09:10
Publication number: ELQ-66326-2
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Financial Model: Various Rounds of Investment Affecting Ownership, Waterfall Analysis, and IRR/Return Multiple Analysis
Excel Financial model for entrepreneurs looking to raise capital
First time entrepreneurs often don’t understand how ownership of their company changes with each round of capital raised and how capital is distributed to investors and founders in the event of an acquisition or liquidation. Below is a financial model that your startup can use to understand the key concepts when raising capital and whether your startup is a good candidate for venture capital (IRR’s for investors need to be at or north of 30%).
This Financial Model Demonstrates:
-> Various rounds of investment affecting ownership using pre-money and post-money valuations.
-> Raising a Seed Round: Using a Valuation Cap and/or a Discount that converts into the Series A round.
-> Waterfall Analysis: Preferred Stock Return with liquidation preferences vs. Common Stock Return.
-> Anti-Dilution Rights: How ownership changes in the event of a down round with anti-dilution protection for investors.
-> Full-Rachet Anti-Dilution vs. Weighted Average Anti-Dilution.
-> IRR / Return Multiple Analysis: Given an acquisition/liquidation, what is the financial return to investors vs. founders?
- J. Skyler Fernandes
This business tool includes
1 Excel Template
J. Skyler Fernandes offers you this business tool for free!
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- Sean O'Donoghue(last updated: 13/05/2018 04:26)
- Shariq Noor, CFA(last updated: 01/05/2018 06:51)
- William Böll496(last updated: 13/04/2018 13:32)
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