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Cap Table Scenario Modeling Diligence Room AI Assistant
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Scenario modeling & what-if

Model the round
before you raise it.

Price the next round, refresh the option pool, fold in convertibles, and run the liquidation waterfall at any exit value — against your live cap table, in minutes.

Dilution in real time Board-ready PDF
What-if · $4M priced round
▲ Up round
$4M @ $16M pre $6M @ $20M pre Exit · $120M
New post-money
$20.0M
▲ from $11.8M
Founder ownership
39.2%
−9.4 pts dilution
New investor (Series B)20.00%
Option pool (refreshed to 12%)12.00%
Existing preferred28.80%
Founders & common39.20%
Why founders fly blind

A term sheet doesn't wait for the math.

An investor names a number on a call, and you need to know — right then — what it does to your ownership, your pool, and your team's equity. Rebuilding the spreadsheet under pressure is how mistakes get signed.

Model it against the live cap table — so you negotiate from the real numbers, not a guess.

What you can model

From the next round to the final waterfall.

Priced rounds

Set the raise and pre-money, and watch fully diluted ownership recompute for every holder — with up-round or down-round detection against your last priced round.

Option-pool refresh

Size a new pool pre- or post-money and see exactly who absorbs the dilution before you commit to a number in the term sheet.

SAFE & note conversion

Convert SAFEs and convertible notes explicitly — applying caps and discounts — so you see how much of the round they consume.

Liquidation waterfall

Run the full waterfall at any exit value, in priority order — preferences, participation, and conversion to common — to see what each stakeholder actually receives.

Side-by-side compare

Line up several scenarios — different raises, valuations, or exits — and compare the outcomes at a glance.

Board-ready export

Turn any scenario or comparison into a clean PDF the board can read without a finance degree — generated straight from the model.

Exit waterfall

See who gets what at any exit.

Drag the exit value and the waterfall recomputes in priority order — liquidation preferences first, then participation and conversion to common. No more guessing what a sale actually means for the founders and the team.

  • Full preference stack honored, in priority order
  • Participating vs. non-participating preferred
  • Per-stakeholder payouts at any exit value
  • Compare a sale against a recap or wind-down
Exit waterfall
$120M exit
Proceeds distributed by priority
Series A preferred$34.6M
Seed SAFEs (converted)$14.0M
Option pool$12.6M
Founders & common$58.8M
Total proceeds$120,000,000
Decide with confidence

Compare the offers before you sign.

Put the $4M and the $6M side by side. See the dilution, the post-money, and the founder ownership for each — then export the comparison and walk into the board meeting with the math already done.

Model a scenario
Questions, answered

Scenario modeling basics.

What is cap table scenario modeling?

Scenario modeling tests a hypothetical change against your live cap table — a new priced round, an option-pool refresh, a convertible conversion, or an exit — and shows the resulting ownership, dilution, and payouts before anything is committed. It answers "what happens to my ownership if…" with real numbers.

What is a liquidation waterfall?

A liquidation waterfall shows how exit proceeds are distributed across security classes in priority order — liquidation preferences first, then participation and conversion to common — at any given exit value. It tells each stakeholder what they actually receive in a sale or wind-down.

How do I model dilution from a new funding round?

Enter the raise amount, pre-money valuation, and any option-pool refresh, and the model recomputes fully diluted ownership for every existing holder against your live cap table — including up-round or down-round detection versus your last priced round.

Can I model SAFE and convertible note conversion?

Yes. SAFEs and convertible notes convert explicitly in a scenario — applying valuation caps and discounts — so you see exactly how much of the round they consume and how the priced investors and founders are affected.

Can I compare multiple scenarios side by side?

Yes. Build several scenarios — different raise sizes, valuations, or exit values — and compare them side by side, then export a clean, board-ready PDF of the comparison.

Scenario modeling

Know the number first.

Start free and model your next round against a cap table that's accurate to the cent.