Startup Equity Cap Table, SAFE Note Dilution & Exit Waterfall Model
Cap table with vesting, post-money SAFE conversion at cap or discount, a Series A option-pool top-up, later rounds and an exit waterfall.
What This Workbook Does
Holder register with share class, holder type and a vesting calculation (cliff and months from your settings) giving vested and unvested shares at the as-of date
Post-money SAFE conversion: each SAFE converts at the lower of its valuation-cap price and its discount price, with a basis check per SAFE
Series A price per share solved from pre-money valuation, SAFE conversion shares and an option-pool top-up to your post-money pool target
Pre-money, post-money, price per share and new-investor ownership for the Series A and two later rounds, with every holder group's ownership after each round
Cap table by share class and by holder type after the Series A, with value at the Series A price
Exit waterfall at an exit value you choose and at six more: 1x non-participating preferred (convert or take the preference) beside participating preferred
Dashboard with fully diluted shares, Series A price, founder ownership, total raised and founder proceeds under both preferred structures
Worksheets Included
10 TabsUniversal Windows & Mac support with dynamic arrays
Runs in browser on office.com with free Microsoft account
Pure .xlsx formulas. Never blocked by corporate IT antivirus
Receive both a clean blank file and pre-filled sample rows
Frequently Asked Questions
Does this template require enabling macros or VBA code?
No. All Datasheetly templates are 100% macro-free (.xlsx). They rely on native modern Excel formulas (XLOOKUP, SUMIFS, LET), never trigger antivirus blocks, and are completely safe for corporate computers.
Are there any recurring subscriptions or extra fees?
None whatsoever. You make a single one-time payment of $9 and own the DRM-free Excel workbook files forever. No monthly recurring charges, no per-seat fees, and no cloud lock-in.
What software versions are required to run this workbook?
Datasheetly workbooks are engineered for modern Microsoft Excel: Microsoft 365 (Windows & Mac), Microsoft Excel 2021+, and Excel for Web (free online via office.com with any Microsoft account). Because our models leverage modern dynamic array formulas (LET, XLOOKUP, FILTER, SUMIFS) and native Excel structured tables, they are designed exclusively for Excel. Older legacy releases (Excel 2019/2016) and third-party spreadsheet viewers do not support these modern formula engines.
Do I receive clean blank files for my company data?
Yes! In your download vault, you receive two separate workbooks: a Sample Data Workbook (with realistic pre-filled rows to inspect formulas) and a Clean Blank Workbook (with all formulas and formats ready for your live data).
What if the template doesn't meet my business needs?
Every purchase is backed by our 30-Day Defect & Satisfaction Guarantee. If any formula fails or the template does not perform as documented, simply contact support for an immediate resolution or refund.
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Datasheetly spreadsheet workbooks and templates are operational productivity calculation tools provided for informational purposes only. They do not constitute certified public accounting (CPA), legal, tax, or medical advice. Templates are not certified or intended for the storage of protected health information (PHI) under HIPAA regulations or fiduciary client trust accounts without independent compliance review. Users are advised to review all financial and operational outputs with a licensed CPA, attorney, or qualified professional before taking formal financial or operational actions.