Equity dilution model

Description

An excel model for startup founders to examine equity dilution across multiple capital raising rounds and creation of an employee options pool.

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Shared by: Giff Constable
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posted:
11/6/2009
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SAMPLE CAP TABLE FORECAST (Thousands) This spreadsheet is a simple tool I customize to examine the equity dynamics of a potential startup Replace the placeholder investment percentages (which set valuation) based on current market conditions and your situation. Hard-coded inputs are in blue. Hope it is useful! -- Giff Constable Founding Holder Founder 1 Founder 2 Founder 3 Founder 4 Total Shares Shares 300 300 300 100 1,000.0 % 30.00% 30.00% 30.00% 10.00% 100.0% NOTES Zero out % if you have fewer founders Interim Expansion (if any) Holder Founder 1 Founder 2 Founder 3 Founder 4 New Teammate New Teammate Advisor Total Shares Shares 300 300 300 100 0 0 25 1,025.0 % 29.27% 29.27% 29.27% 9.76% 0.00% 0.00% 2.44% 100.0% Seed Round PreMoney Valuation Post Holder Seed Investor Founder 1 Founder 2 Founder 3 Founder 4 New Teammate New Teammate Advisor Employee Options Pool Starter Total Shares $50 $450 $500 Shares 114 300 300 300 100 0 0 25 0 1,139 $500 $2,000 $2,500 % 10.0% Left input is amount to raise, right inpu 10.0% 26.3% 26.3% 26.3% 8.8% 0.0% 0.0% 2.2% 0.0% 100.0% 20.0% Angel Round PreMoney Valuation Post Left input is amount to raise, right inpu Holder Angel Investor(s) Seed Investor Founder 1 Founder 2 Founder 3 Founder 4 New Teammate New Teammate Advisor Employee Options Pool Starter Employee Option Pool 1 Total Shares Shares 322 114 300 300 300 100 0 0 25 0 150 1,611 $2,500 $7,500 $10,000 Shares 610 322 114 300 300 300 100 0 0 25 0 150 220 2,441 $4,000 $16,000 $20,000 Shares 623 455 168 610 322 114 300 300 300 100 % 20.0% 7.1% 18.6% 18.6% 18.6% 6.2% 0.0% 0.0% 1.6% 0.0% 9.3% 100.0% 25.0% Total Options Pool: A Round PreMoney Valuation Post Holder A Investor Angel Investor(s) Seed Investor Founder 1 Founder 2 Founder 3 Founder 4 New Teammate New Teammate Advisor Employee Options Pool Starter Employee Option Pool 1 Employee Option Pool 2 Total Shares Left input is amount to raise, right inpu % 25.0% 13.2% 4.7% 12.3% 12.3% 12.3% 4.1% 0.0% 0.0% 1.0% 0.0% 6.1% 9.0% 100.0% 20.0% In this scenario, angels do not re-up (s Total Options Pool: B Round PreMoney Valuation Post Holder B Round B Investor A Investor re-up A Investor Angel Investor(s) Seed Investor Founder 1 Founder 2 Founder 3 Founder 4 Left input is amount to raise, right inpu % 20.0% 14.6% 5.4% 19.6% 10.3% 3.7% 9.6% 9.6% 9.6% 3.2% In this scenario, A Investor re-ups to m New Teammate New Teammate Advisor Employee Options Pool Starter Employee Option Pool 1 Employee Option Pool 2 Employee Option Pool 3 Total Shares 0 0 25 0 150 220 50 3,114 0.0% 0.0% 0.8% 0.0% 4.8% 7.1% 1.6% 100.0% Total Options Pool: Exit Exit Value per Share ($) Holder B Investor A Investor Angel Investor(s) Seed Investor Founder 1 Founder 2 Founder 3 Founder 4 New Teammate New Teammate Advisor Employee Options Pool Total $50,000 $16.05 Ownership 14.6% 25.0% 10.3% 3.7% 9.6% 9.6% 9.6% 3.2% 0.0% 0.0% 0.8% 13.5% 100% Return $7,299 $12,500 $5,173 $1,828 $4,816 $4,816 $4,816 $1,605 $0 $0 $401 $6,743 $50,000 Investment $4,000 $2,500 $500 $50 Multiple 1.8x 5.0x 10.3x 36.6x $7,050 Example Data Table Multiple of Return for A Round Investor Total Exit 5.0x $10,000 $30,000 $50,000 $70,000 $90,000 $110,000 $130,000 $150,000 $170,000 $190,000 15% 0.6x 1.8x 3.0x 4.2x 5.4x 6.6x 7.8x 9.0x 10.2x 11.4x A Investor Ownership Stake at Time of A Round 20% 25% 30% 0.8x 1.0x 1.2x 2.4x 3.0x 3.6x 4.0x 5.0x 6.0x 5.6x 7.0x 8.4x 7.2x 9.0x 10.8x 8.8x 11.0x 13.2x 10.4x 13.0x 15.6x 12.0x 15.0x 18.0x 13.6x 17.0x 20.4x 15.2x 19.0x 22.8x Original version equity scenario v1.2 created by Giff Constable, Nov 2009 If you spot a bug, please let me know! http://giffconstable.com t market conditions and ro out % if you have fewer founders; make sure it adds up to 100% t input is amount to raise, right input is investor ownership t input is amount to raise, right input is investor ownership 9.3% t input is amount to raise, right input is investor ownership his scenario, angels do not re-up (see B round for example of modeling a re-up) 15.2% t input is amount to raise, right input is investor ownership his scenario, A Investor re-ups to maintain ownership stake 13.5% A Round Investor 35% 1.4x 4.2x 7.0x 9.8x 12.6x 15.4x 18.2x 21.0x 23.8x 26.6x 40% 1.6x 4.8x 8.0x 11.2x 14.4x 17.6x 20.8x 24.0x 27.2x 30.4x e at Time of A Round CONFIDENTIAL DRAFT Modeling Out Participation Caps Note: This is a simple modeling example looking at the impact of liquidation and participation preferences Pre Money Investment Post Money VC Ownership Liquidation Pref Participation Cap Max Preference $10.0 $5.0 $15.0 33% 1.0x 3.0x $15.0 Return to Common $0.0 $0.0 $3.3 $6.7 $10.0 $13.3 $16.7 $20.0 $25.0 $30.0 $33.3 VC Return w/o VC Returns w/o cap Preference $0.0 $0.0 $5.0 $1.7 $6.7 $3.3 $8.3 $5.0 $10.0 $6.7 $11.7 $8.3 $13.3 $10.0 $15.0 $11.7 $16.7 $13.3 $18.3 $15.0 $20.0 $16.7 Exit Value $0.0 $5.0 $10.0 $15.0 $20.0 $25.0 $30.0 $35.0 $40.0 $45.0 $50.0 Return to VC $0.0 $5.0 $6.7 $8.3 $10.0 $11.7 $13.3 $15.0 $15.0 $15.0 $16.7 $35.0 Return to VC $30.0 $25.0 $20.0 $15.0 Return to Common VC Return w/o cap VC Returns w/o Prefe $10.0 Exit Value $0.0 $5.0 $10.0 $15.0 $20.0 $25.0 $30.0 $35.0 Preference $0.0 $5.0 $5.0 $5.0 $5.0 $5.0 $5.0 $5.0 Participation Total $0.0 $0.0 $1.7 $3.3 $5.0 $6.7 $8.3 $10.0 $0.0 $5.0 $6.7 $8.3 $10.0 $11.7 $13.3 $15.0 Page 10 of 13 $5.0 $0.0 $0.0 $5.0 $10.0 $15.0 cfc62a3b-ef89-4e87-930d-3030de28a9f4.xls 11/6/2009 11:25 AM BROADVIEW INTERNATIONAL A DIVISION OF JEFFERIES COMPANY, INC. CONFIDENTIAL DRAFT $40.0 $45.0 $50.0 $5.0 $5.0 $5.0 $11.7 $13.3 $15.0 $16.7 $18.3 $20.0 cfc62a3b-ef89-4e87-930d-3030de28a9f4.xls 11/6/2009 11:25 AM Page 11 of 13 BROADVIEW INTERNATIONAL A DIVISION OF JEFFERIES COMPANY, INC. CONFIDENTIAL DRAFT Return to VC Return to Common VC Return w/o cap VC Returns w/o Preference $15.0 $20.0 $25.0 $30.0 Total Exit Value cfc62a3b-ef89-4e87-930d-3030de28a9f4.xls 11/6/2009 11:25 AM Page 12 of 13 BROADVIEW INTERNATIONAL A DIVISION OF JEFFERIES COMPANY, INC. CONFIDENTIAL DRAFT cfc62a3b-ef89-4e87-930d-3030de28a9f4.xls 11/6/2009 11:25 AM Page 13 of 13 BROADVIEW INTERNATIONAL A DIVISION OF JEFFERIES COMPANY, INC.

Shared by: Giff Constable
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Serial entrepreneur in the software and Internet space based out of New York.
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