Originally published: 13/04/2017 10:13
Publication number: ELQ-59627-1

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 & Investor

64 reviews4,674 views|Start the discussion!|download for free

startups entrepreneurs venture capital raising capital series a cap table series b capitalization investor 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

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1 Excel Cap Table Model Template

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ZHAHAHAHA(last updated: 25/10/2019 13:27)
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Francois Forge(last updated: 14/04/2019 02:25)
great
great
Peter M Peterson(last updated: 12/04/2019 15:57)
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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)