SaaS & Startup

Cap Table &
Fundraising System

Pre/post-money ownership, dilution scenarios, option pool modeling, and waterfall on exit. Understand exactly what each funding round does to your ownership — before you sign anything.

Dilution ScenariosOption PoolExit WaterfallPre/Post-Money5 Sheets

CAP_TABLE_FUNDRAISING.xlsx

Cap Table

Dilution Model

Option Pool

Exit Waterfall

Category	Item	Status	Value	Notes
Cap Table & Fundraising System — Sample Data
Section A	Item 1	Complete	100%	Verified
Section A	Item 2	In Progress	67%	Due next week
Section B	Item 3	Action Required	0%	Overdue
Section B	Item 4	Complete	100%	On track
SUMMARY			67%	2 actions needed

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5-sheet Excel workbook, fully unlocked
Dilution Scenarios
Option Pool
Exit Waterfall
Pre/Post-Money
Works in Excel 2016+ and Google Sheets

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Contents

All 5 sheets,
explained.

Sheet 01

Cap Table

All shareholders with share class, shares, and ownership % — updates with every round

Sheet 02

Dilution Scenarios

Model the next funding round — valuation, amount raised, and resulting dilution per shareholder

Sheet 03

Option Pool

Existing pool utilization, new pool creation, and impact on founder dilution

Sheet 04

Exit Waterfall

How proceeds distribute at exit — preferences, participation, and common payouts at different exit values

Sheet 05

Round History

Full funding history — all rounds, valuations, investors, and resulting ownership

Reviews

Professionals who use it daily.

★★★★★

My lawyer was charging $400/hour to model dilution scenarios. I built them myself with this and went into negotiations knowing exactly what I was willing to accept.

Kevin H.

Founder · Pre-Series A

★★★★★

Every founder should understand their waterfall before they take money. This model makes it visual.

Emily S.

CFO · Series B Company

FAQ

Common questions.

What is a liquidation preference?+

A liquidation preference gives investors the right to receive their investment back before common shareholders receive anything at exit. The waterfall model shows the impact at various exit valuations.

Can I model pro-rata rights?+

Yes. The Dilution Scenarios sheet includes a pro-rata participation field for existing investors.

Cap Table &
Fundraising System