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Capitalization Table & Financing Model

Ownership percentages use the share totals in each table. State the treatment of options, convertibles and other potential shares. Where share classes or conversion conditions differ, verify the model and transaction terms with an appropriate professional.

Capitalization Table & Financing Model

As-of date
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Prepared by
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Currency & share units
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Company
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Proposed transaction & financing terms

Proposed financing / transaction
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Assumed company valuation
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Amount raised
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Issue price assumptions
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Shareholdings

ShareholderShare classShares before transactionNew shares acquiredShares transferred in / outShares after transactionOwnership, issued sharesPotential sharesOwnership, fully diluted
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Transaction impact

Planned dateTransactionShares issuedIssue priceAmount raisedTotal issued shares after transactionFounder ownershipTerms requiring confirmation
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Potential shares & model assumptions

Treatment of potential shares
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Other modeling assumptions
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