Cap Table Template Convertible Note

This is the 13th part of the pro cap table training course where we deal with accounting for convertible debt and warrants.

Cap table template convertible note.

Keeping this information organized and up to date is critical to making quick well informed decisions regarding fundraising employee options and. Supports convertible notes pre money and post money safes. Continuing from our pre investment cap table example our startup currently has two founders three employees an option pool and no investment well let s change that last statement. A series a cap table is used to show the effect on the percentage ownership of a business following the introduction of series a investment.

In this series we go through the basics you need to know then worksheet by sheet so you know how to make a seriously kick ass cap table. Cap table template a capitalization table or cap table for short is a list of a company s securities common stock preferred stock options warrants etc and who owns those securities. There are 14 parts. Enter pro forma cap table data series a goals option pool.

Developed in collaboration with y combinator. The date is july 1 2016 and we successfully received a total investment of 150 000 100 000 investment from angel investor 1 and 50 000 from angel 2 in the form of a convertible note. This guide has overview of what a cap table is detailed examples and a free excel template to download and make your own cap table.