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Originally published: 13/04/2017 10:13
Publication number: ELQ-59627-1
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Startup Cap Table and Returns Model Template

A Pro Forma Cap Table Model Template in Excel for entrepreneurs from Series A to Series B

by Kelly Hwang
Entrepreneur & InvestorFollow 23

57 reviews4,011 views|Start the discussion!|Bookmark

startupsentrepreneursventure capitalraising capitalseries acap tableseries bcapitalizationinvestor returns

Description
A full multiple round Pro Forma Cap Table Model Excel Template for startup founders, entrepreneurs, VCs and investment professionals, with comments and indications.

The model shows how the Pro Forma Cap Table evolves through multiple rounds of capital raising should this be the arrival of new investors or the emission of new option option pools.

The Cap Table Model includes:
- Series A - No Options
- Series A - Options Pre-Money
- Series B
- Returns - Series B1 x Preference
- Returns - Series B Participation

The cells that you can customize according to your situation are highlighted in yellow.

Feel free to give your feedback and rating, share this cap table template to people and ask questions in the discussion feed below!

Good luck!

- Kelly Hwang

This business tool includes
1 Excel Cap Table Model Template

Kelly Hwang offers you this business tool for free!

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Reviews

• Aubrey Sonnenberg(last updated: 22/08/2019 03:21)
  
• Brett Hersh(last updated: 14/08/2019 19:24)
  
• Farhad Sabour(last updated: 13/08/2019 07:27)
  
• Boris FW(last updated: 27/07/2019 11:03)
  
• Mario Ponticelli(last updated: 18/07/2019 15:08)
  
• Budi Santoso(last updated: 04/07/2019 11:46)
  
• Antoine Arbuckle(last updated: 04/07/2019 00:10)
  
• Nadine Hill(last updated: 26/06/2019 19:24)
  
• Shafique Ahmad(last updated: 14/06/2019 12:16)
  
• Long Do(last updated: 28/05/2019 21:39)
  
• Jingyi Wang264(last updated: 26/05/2019 14:21)
  
• Pindra(last updated: 09/05/2019 15:57)
  
• Emmanuel Martinez(last updated: 28/04/2019 09:04)
  
• Karyn Miller(last updated: 19/04/2019 15:02)
  
• Francois Forge(last updated: 14/04/2019 02:25)
  

  great

  great
• Peter M Peterson(last updated: 12/04/2019 15:57)
  
• Manoel Alberto(last updated: 08/04/2019 04:33)
  
• Ahmed Hindy(last updated: 07/04/2019 01:50)
  
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• George Frank(last updated: 14/03/2019 18:10)
  
• EDEH GABRIEL(last updated: 10/03/2019 01:08)
  
• JSK2(last updated: 04/03/2019 07:57)
  

  Great start for most!

  This is a quality template for anyone needing guidance on how to handle properly!
• Nelson Pigossi Jr.(last updated: 28/02/2019 14:38)
  
• Lisbeth Flaquer(last updated: 20/02/2019 16:35)
  
• Antonio Cardona(last updated: 19/02/2019 20:00)
  
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• Jon Ferlise, CPA(last updated: 04/02/2019 19:38)
  
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• Nasouh Nabulsi CFA MBA(last updated: 06/01/2019 18:37)
  
• Milan Nayani(last updated: 29/12/2018 18:16)
  

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