v5.

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Welcome to the Slidebean financial

modeling template. You can use this Book a call with an Expert
spreadsheet as a starting point to run
projections for your startup. All the
sheets in this model are
interconnected, you can review the
basics of how it works on the Intro
page.

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[Company Name]
Cap Table

Visualize: Seed

1,000,000

1,109,204 3,000,000

3,000,000

3,000,000

Founders Round

Round Close Month Date

Funding USD 50,000

Round Terms Founding Post-Money Valuation

Valuation/Cap USD 100,000
Discount %
Interest Rate %
Share Definition Common

Founders Round 0
Founder 1 shares # 3,000,000 33.33%
Founder 2 shares # 3,000,000 33.33%
Founder 3 shares # 3,000,000 33.33%
Founder 4 shares # 0 0.00%
Founder 5 shares # 0 0.00%
Advisor 1 shares # 0 0.00%
Advisor 2 shares # 0 0.00%
Advisor 3 shares # 0 0.00%
Advisor 4 shares # 0 0.00%
Advisor 5 shares # 0 0.00%

Stock Option Pools (ESOPs)

Pool 1 shares # 0 0.00%
Pool 2 shares # 0 0.00%
Pool 3 shares # 0 0.00%
Pool 4 shares # 0 0.00%
Pool 5 shares # 0 0.00%
Pool 6 shares # 0 0.00%
Pool 7 shares # 0 0.00%

Investors
Pre-Seed Preferred
Seed Preferred
Series A Preferred
Series B Preferred
Series C Preferred
Series D Preferred

Total Shares shares # 9,000,000 100%

Price per Share USD 0.01

Convertible Notes/SAFEs

Convertible Notes/SAFEs
Pre-Seed 0
Months past since round
Accrued interest from Pre-Seed Note/SAFE
Applicable Valuation for Pre-Seed Convertible
Note/SAFE
Converting Capital for Pre-Seed Convertible
Note/SAFE

Seed 0
Months past since round
Accrued interest from Seed Note/SAFE
Applicable Valuation for Seed Convertible
Note/SAFE
Converting Capital for Seed Convertible
Note/SAFE

Series A 0
Months past since round
Accrued interest from Series A Note/SAFE
Applicable Valuation for Series A Convertible
Note/SAFE
Converting Capital for Series A Convertible
Note/SAFE

Series B 0
Months past since round
Accrued interest from Series B Note/SAFE
Applicable Valuation for Series B Convertible
Note/SAFE
Converting Capital for Series B Convertible
Note/SAFE

Series C 0
Months past since round
Accrued interest from Series C Note/SAFE
Applicable Valuation for Series C Convertible
Note/SAFE
Converting Capital for Series C Convertible
Note/SAFE
 How does it work? Talk to an expert:
Visit KB Book a Call

Seed

Founders Round
Founder 1 # 3,000,000
Founder 2 # 3,000,000
Founder 3 # 3,000,000
Founder 1 FounderFounder
2 4 # 0
1,000,000 Founder 5 # 0
Founder 3 FounderAdvisor
4 1 # 0
Founder 5 AdvisorAdvisor
1 2 # 0
9,204 3,000,000 Advisor 3 # 0
Advisor 2 AdvisorAdvisor
3 4 # 0
Advisor 4 AdvisorAdvisor
5 5 # 0
0 0
0 Stock Option Pools (ESOPs)
Stock Option Pools (ESOPs) 0
Pool 1 Pool 2 Pool 1 # 0
Pool 2 # 0
Pool 3 Pool 4
Pool 3 # 0
Pool 5 Pool 6 Pool 4 # 0
Pool 7 Pool 5 # 0
00 Pool 6 # 0
Investors Pre-Seed Preferred
Pool 7 # 0
Seed Preferred Series A Preferred
3,000,000 Investors 0
Series B Preferred Series CPre-Seed
Preferred
Preferred # 1,109,204
Series D Preferred Seed Preferred # 1,000,000
Series A Preferred # 0
Series B Preferred # 0
Series C Preferred # 0
Series D Preferred # 0

0 0

Pre-Seed Seed Series A Series B

Convertible Note Priced/Equity Round Disabled Disabled

3/1/2023 11/1/2023 3/1/2024 1/1/2025

500,000 600,000 8,000,000 8,000,000

Valuation Cap Post-Money Valuation

 5,000,000 6,000,000 25,000,000 50,000,000
20% 20% 20% 20%
8% 8% 8% 8%
Pre-Seed Preferred Seed Preferred Series A Preferred Series B Preferred

3,000,000 33.33% 3,000,000 27.00% 3,000,000 27.00% 3,000,000

3,000,000 33.33% 3,000,000 27.00% 3,000,000 27.00% 3,000,000
3,000,000 33.33% 3,000,000 27.00% 3,000,000 27.00% 3,000,000
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0

0 0.00% 0 0.00% 0 0.00% 0

0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0

0 0.00% 1,109,204 9.98% 1,109,204 9.98% 1,109,204

1,000,000 9.00% 1,000,000 9.00% 1,000,000
0 0.00% 0
0

9,000,000 100% 11,109,204 100% 11,109,204 100% 11,109,204

0.01 0.54 0.54 0.54

Converting Converted Converted

8
$26,667
$4,800,000
$526,667

N/A N/A

N/A
Series B Series C Series D
Disabled Disabled Disabled

1/1/2025 1/1/2025 1/1/2025

8,000,000 8,000,000 8,000,000
 50,000,000 25,000,000 25,000,000
20% 20% 20%
8% 8% 8%
ries B Preferred Series C Preferred Series D Preferred

27.00% 3,000,000 27.00% 3,000,000 27.00%

27.00% 3,000,000 27.00% 3,000,000 27.00%
27.00% 3,000,000 27.00% 3,000,000 27.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%

0.00% 0 0.00% 0 0.00%

0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%

9.98% 1,109,204 9.98% 1,109,204 9.98%

9.00% 1,000,000 9.00% 1,000,000 9.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00%

100% 11,109,204 100% 11,109,204 100%

 0.54 0.54

Converted Converted

N/A N/A

N/A N/A

N/A N/A

N/A
 How does it work?

[Company Name] Visit KB

Exit Scenarios

Acquisiton Price USD 40,000,000

Acquisiton Date date 1/1/2025
Last Round of Funding Seed
Base Acquisition Price per Share 3.60
Effective acquisition Price per Share 3.60

Exit Cap Table

Founders Round Shares %
Founder 1 # 3,000,000 27.00%
Founder 2 # 3,000,000 27.00%
Founder 3 # 3,000,000 27.00%
Founder 4 # 0
Founder 5 # 0
Advisor 1 # 0
Advisor 2 # 0
Advisor 3 # 0
Advisor 4 # 0
Advisor 5 # 0
0

Stock Option Pools (ESOPs) Shares %

Pool 1 # 0
Pool 2 # 0
Pool 3 # 0
Pool 4 # 0
Pool 5 # 0
Pool 6 # 0
Pool 7 # 0

Investors Shares %
Pre-Seed Preferred # 1,109,204 9.98%
Seed Preferred # 1,000,000 9.00%
Series A Preferred # 0
Series B Preferred # 0
Series C Preferred # 0
Series D Preferred # 0
0 0
Total # 11,109,204
 Talk to an expert:
Book a Call

Executed Price Paid/Share Payout Earnings

3,000,000 USD 0.01 USD 10,801,854 USD
3,000,000 USD 0.01 USD 10,801,854 USD
3,000,000 USD 0.01 USD 10,801,854 USD
USD USD USD
USD USD USD
USD USD USD
USD USD USD
USD USD USD
USD USD USD
USD USD USD

% Vested Executed Price Paid/Share Payout Earnings

100% USD USD #VALUE! USD
100% 0 USD USD USD
100% 0 USD USD USD
100% 0 USD USD USD
100% 0 USD USD USD
100% 0 USD USD USD
100% 0 USD USD USD

Executed Price Paid/Share Payout Earnings

1,109,204 USD 0.54 USD 3,993,820 USD
1,000,000 USD 0.54 USD 3,600,618 USD
0 USD USD 0 USD
0 USD USD 0 USD
0 USD USD USD
0 USD USD USD
0
 0
# ### USD 40,000,000 USD
0
Earnings Earnings Per Share Return
10,768,521 USD 3.59 323.1x
10,768,521 USD 3.59 323.1x
10,768,521 USD 3.59 323.1x
USD
USD
USD
USD
USD
USD
USD

Earnings Earnings Per Share Return

#VALUE! USD
USD
USD
USD
USD
USD
USD

Earnings Earnings Per Share Return

3,394,747 USD 3.06 5.7x
3,060,525 USD 3.06 5.7x
#VALUE! USD
#VALUE! USD
#VALUE! USD
#VALUE! USD
#VALUE! USD
 How does it work?

Facebook/Meta Example Watch Video

Cap Table

Visualize: Series B

1,604,650 2,551,500

2,980,612
1,720,000

340,500
323,500
64,500
1,590,200

9,000,000

Founders Round

Round Close Month Date

Funding USD 50,000

Round Terms Founding Post-Money Valuation

Valuation/Cap USD 100,000
Discount %
Interest Rate %
Share Definition Common

Founders Round 0
Mark Zuckerberg shares # 2,551,500 51.03%
Eduardo Saverin shares # 1,720,000 34.40%
Dustin Moskovitz shares # 340,500 6.81%
Sean Parker shares # 323,500 6.47%
Law Firm shares # 64,500 1.29%
Advisor 1 shares # 0 0.00%
Advisor 2 shares # 0 0.00%
Advisor 3 shares # 0 0.00%
Advisor 4 shares # 0 0.00%
Advisor 5 shares # 0 0.00%

Stock Option Pools (ESOPs)

Mark's Trick ESO Round shares # 0 0.00%
Pool 2 shares # 0 0.00%
Pool 3 shares # 0 0.00%
Pool 4 shares # 0 0.00%
Pool 5 shares # 0 0.00%
Pool 6 shares # 0 0.00%
Pool 7 shares # 0 0.00%

Investors
Peter Thiel Shares
Series A (Accel) Preferred
Series B Preferred
Series C Preferred
Series D Preferred

Total Shares shares # 5,000,000 100%

Price per Share USD 0.02
Convertible Notes/SAFEs
 Talk to an expert:
Book a Call

Series B

Founders Round
Mark Zuckerberg # 2,551,500
Eduardo Saverin # 1,720,000
Dustin Moskovitz # 340,500
Mark Zuckerberg EduardoSean Parker
Saverin # 323,500
Law Firm # 64,500
Dustin Moskovitz Sean Parker
Advisor 1 # 0
1,604,650 2,551,500
Law Firm AdvisorAdvisor
1 2 # 0
Advisor 3 # 0
Advisor 2 AdvisorAdvisor
3 4 # 0
612
1,720,000 Advisor 4 AdvisorAdvisor
5 5 # 0
0 0
0 Stock Option Pools (ESOPs)
Stock Option Pools (ESOPs) 0
340,500
323,500 Mark's Trick ESO Round Pool 2 Mark's Trick ESO Roun # 9,000,000
64,500
Pool 3 Pool 4 Pool 2 # 0
Pool 3 # 0
Pool 5 Pool 6 Pool 4 # 0
Pool 7 Pool 5 # 0
Pool 6 # 0
Investors Peter Thiel
Pool Shares
7 # 0
Mark's Trick ESO Round Series A (Accel) Preferred
9,000,000 Investors 0
Series B Preferred Series CPeter
Preferred
Thiel Shares # 1,590,200
Series D Preferred Mark's Trick ESO Roun # 0
Series A (Accel) Prefer # 2,980,612
Series B Preferred # 1,604,650
Series C Preferred # 0
Series D Preferred # 0

0 0

Peter Thiel Round Mark's Trick Series A (Accel) Series B

Convertible Note Priced/Equity Round Priced/Equity Round

8/1/2004 1/1/2005 4/1/2005 4/1/2006

510,000 0 12,700,000 27,500,000

Valuation Cap Post-Money Valuation Post-Money Valuation

 5,000,000 5,000,000 110,700,000 500,000,000
0% 20% 20% 20%
0% 8% 8% 8%
Peter Thiel Shares Series A (Accel) Preferred Series B Preferred

2,551,500 51.03% 2,551,500 18.22% 2,551,500 13.74% 2,551,500

1,720,000 34.40% 1,720,000 12.29% 1,720,000 9.26% 1,720,000
340,500 6.81% 340,500 2.43% 340,500 1.83% 340,500
323,500 6.47% 323,500 2.31% 323,500 1.74% 323,500
64,500 1.29% 64,500 0.46% 64,500 0.35% 64,500
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0

0 0.00% 9,000,000 64.29% 9,000,000 48.46% 9,000,000

0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0
0 0.00% 0 0.00% 0 0.00% 0

0 0.00% 0 0.00% 1,590,200 8.56% 1,590,200

2,980,612 16.05% 2,980,612
1,604,650

5,000,000 100% 14,000,000 100% 18,570,812 100% 20,175,462

0.02 0.02 5.96 24.78
 Series B Series C Series D
iced/Equity Round Priced/Equity Round Disabled

4/1/2006 4/1/2007 1/1/2025

27,500,000 82,500,000 8,000,000

st-Money Valuation Post-Money Valuation

 500,000,000 2,500,000,000 25,000,000
20% 20% 20%
8% 8% 8%
ries B Preferred Series C Preferred Series D Preferred

12.65% 2,551,500 12.05% 2,551,500 12.05%

8.53% 1,720,000 8.12% 1,720,000 8.12%
1.69% 340,500 1.61% 340,500 1.61%
1.60% 323,500 1.53% 323,500 1.53%
0.32% 64,500 0.30% 64,500 0.30%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%

44.61% 9,000,000 42.51% 9,000,000 42.51%

0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%
0.00% 0 0.00% 0 0.00%

7.88% 1,590,200 7.51% 1,590,200 7.51%

14.77% 2,980,612 14.08% 2,980,612 14.08%
7.95% 1,604,650 7.58% 1,604,650 7.58%
0.00% 995,647 4.70% 995,647 4.70%
0 0.00%

100% 21,171,109 100% 21,171,109 100%

118.09 118.09