Cap Table Template Convertible Note

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.

Cap table template convertible note.

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. Typically when a series a funding round is undertaken it will also trigger the conversion of convertible loan notes into equity shares in the business and this also needs to be reflected in the series a 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. 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.

There are 14 parts. This is the 13th part of the pro cap table training course where we deal with accounting for convertible debt and warrants. Developed in collaboration with y combinator. Keeping this information organized and up to date is critical to making quick well informed decisions regarding fundraising employee options and.

Enter pro forma cap table data series a goals option pool. Model priced funding rounds with convertible instruments to understand founder dilution in captable io. A capitalization table is a spreadsheet for a startup company or early stage venture that lists all the company s securities such as common shares preferred shares and who owns them.