Capitalization at a glance
This Page explains how to:
View Cap tables
Navigate to [Capitalization] → [By Stakeholder]
Here, you can view the cap table, including the number of shares (Common stocks, Preferred stocks, Stock options) and the percentages of shares (Outstanding, Fully Diluted basis) owned by each stakeholder.
To download the cap table as an excel file, you can click on the Download Excel button on the top left corner.
Note on Percentage ownership:
Outstanding basis - Displays the percentage ownership based on the current shares that have already been issued.
Fully Diluted basis - Displays the percentage ownership assuming all possible sources of additional issuance – such as stock options – have been issued (Fully diluted). This percentage does not reflect securities such as Convertible Bonds as of now.
View Outstanding Securities by Types and Classes
Go to [Capitalization] → By [Security]
Note: [By Security] page displays the number of shares and shareholding percentage on a fully diluted basis, under the assumption that all unexercised stock options have been completely exercised.
View Financing History
Go to [Capitalization] → [Financing History]
You can view all financing histories and company’s funding rounds. You can check the valuation of the company and funding amount per round.
Run New Investments & Exit Simulations
Go to [Capitalization] → [Scenario Simulation]
You can run a simulation to see how a new investment will change current ownerships. You may download the results before and after the simulation as an excel file. Enter in the Pre-Money Valuation and the Investment Amount before the hypothetical investment.
You can also run exit scenario simulations to see the total proceeds of each stakeholder based on the post-money valuation. Each simulation is based on the current shareholding percentages and does not consider unexercised stock options. It assumes preferred stocks are non-participating.