Spreadsheet Calculator 46607 | Valuation And Dilution Calculator

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Sheet 1: Calculator

	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		

		STARTUP COMPANY VALUATION AND DILUTION CALCULATOR FOR FIVE INVESTMENT ROUNDS
		

		

		

		

		

		

		

		

	
	
		

		Numbers in blue can be edited.  See "How to Use" Tab for Instructions
		

		

		

		

		

		

		

		

	
	
		

		Template prepared by Mackley & Mackley, PLLC
		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		Investment Round
		

		A Round (Founders)
		B Round (Seed)
		C Round (Product Development)
		D Round (Go to Market)
		E Round
		
	
		

		

		

		 
		Raise
		% FD - Post
		

		

		Raise
		% FD - Post
		

		

		Raise
		% FD - Post
		

		

		Raise
		% FD - Post
		

		

		Raise
		% FD - Post
	
	
		Amount of Raise & % FD
		

		

		

		 $20,000 
		100%
		

		

		
		Carter:
Insert the amount to be raised for the B round.
		 $50,000 
		
		Carter:
Insert the percentage of the company that you would like to allocate (post-investment).  Based on the amount of the raise and the percentage allocated to this round, the worksheet will calculate pre-money value and post-money value.
		15%
		

		

		 $1,000,000 
		15%
		

		

		 $10,000,000 
		20%
		

		

		 $40,000,000 
		10%
	
	
		Price Per Share
		

		

		

		 $0.002 
		

		

		

		 $0.03 
		

		

		

		 $0.48 
		

		

		

		 $2.89 
		

		

		

		 $20.81 
		

	
	
		Pre-Money Valuation
		

		

		

		$0 
		

		

		

		 $283,333 
		

		

		

		 $5,666,667 
		

		

		

		 $40,000,000 
		

		

		

		 $360,000,000 
		

	
	
		Post-Money Valuation
		

		

		

		 $20,000 
		

		

		

		 $333,333 
		

		

		

		 $6,666,667 
		

		

		

		 $50,000,000 
		

		

		

		 $400,000,000 
		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		Shareholder
		Shares
		$$
		% of Round
		% FD - Post
		Units
		$$
		% of Round
		% FD - Post
		Units
		$$
		% of Round
		% FD - Post
		Units
		$$
		% of Round
		% FD - Post
		Units
		$$
		% of Round
		% FD - Post
	
	
		

		Founder 1
		3,800,000
		7,600
		
		Carter:
Enter the percentage ownership for this individual and so forth for each shareholder in the founder round (and the amount reserved for employee stock options).  If you have already issued shares, you may find it easier to use the the worksheet on the Calculator (2) Tab which allows you to input share numbers and dollars for the founder round.  Otherwise it works the same as this worksheet.
		38%
		38%
		

		

		

		32%
		

		

		

		27.46%
		

		

		

		21.96%
		

		

		

		19.768%
	
	
		

		Founder 2
		3,200,000
		6,400
		32%
		32%
		

		

		

		27%
		

		

		

		23.12%
		

		

		

		18.50%
		

		

		

		16.646%
	
	
		

		Chief Technology Officer
		200,000
		400
		2%
		2%
		

		

		

		2%
		

		

		

		1.45%
		

		

		

		1.16%
		

		

		

		1.040%
	
	
		

		Key Employee
		300,000
		600
		3%
		3%
		

		

		

		3%
		

		

		

		2.17%
		

		

		

		1.73%
		

		

		

		1.561%
	
	
		

		Key Employee
		300,000
		600
		3%
		3%
		

		

		

		3%
		

		

		

		2.17%
		

		

		

		1.73%
		

		

		

		1.561%
	
	
		

		Contractor 
		200,000
		400
		2%
		2%
		

		

		

		2%
		

		

		

		1.45%
		

		

		

		1.16%
		

		

		

		1.040%
	
	
		

		Stock Option Plan
		2,000,000
		4,000
		20%
		20%
		

		

		

		17%
		

		

		

		14.45%
		

		

		

		11.56%
		

		

		

		10.404%
	
	
		

		  Total A Round
		10,000,000
		20,000
		100.00%
		100.00%
		

		

		

		85%
		

		

		

		72.25%
		

		

		

		57.80%
		

		

		

		52.020%
	
	
		

		

		

		

		
		Carter:
This cell will show an error message if the  ownership percentages do not sum to 100.
		 
		 
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		B Round
		

		

		

		

		B Round
		

		

		

		

		

		

		

		

		

		

		

		

	
	
		 
		Investor B1
		

		

		

		

		1,058,824
		 $30,000 
		60%
		9%
		

		

		

		7.65%
		

		

		

		6.12%
		

		

		

		5.51%
	
	
		

		Investor B2
		

		

		

		

		705,882
		 $20,000 
		40%
		6%
		

		

		

		5.10%
		

		

		

		4.08%
		

		

		

		3.67%
	
	
		

		Investor B3
		

		 
		

		

		0
		 $-   
		0%
		0%
		

		

		

		0.00%
		

		

		

		0.00%
		

		

		

		0.00%
	
	
		

		Investor B4
		

		

		

		

		0
		 $-   
		0%
		0%
		

		

		

		0.00%
		

		

		

		0.00%
		

		

		

		0.00%
	
	
		

		Investor B5
		

		

		

		

		0
		 $-   
		0%
		0%
		

		

		

		0.00%
		

		

		

		0.00%
		

		

		

		0.00%
	
	
		

		Investor B6
		

		

		

		

		0
		 $-   
		0%
		0%
		

		

		

		0.00%
		

		

		

		0.00%
		

		

		

		0.00%
	
	
		

		  Total B Round
		

		

		

		

		1,764,706
		 $50,000 
		100%
		15%
		

		

		

		12.75%
		

		

		

		10.20%
		

		

		

		9.18%
	
	
		

		

		

		

		

		

		

		

		
		Carter:
Percentages must sum to 100 or this cell will indicate an error.
		 
		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		C Round
		

		

		

		

		

		

		

		

		C Round
		

		

		

		

		

		

		

		

	
	
		

		Investor C1
		

		

		

		

		

		

		

		

		519,031.14
		 $250,000 
		25%
		3.75%
		

		

		

		3.00%
		

		

		

		2.70%
	
	
		

		Investor C2
		

		

		

		

		

		

		

		

		519,031.14
		 $250,000 
		25%
		3.75%
		

		

		

		3.00%
		

		

		

		2.70%
	
	
		

		Investor C3
		

		

		

		

		

		

		

		

		207,612.46
		 $100,000 
		10%
		1.50%
		

		

		

		1.20%
		

		

		

		1.08%
	
	
		

		Investor C4
		

		

		

		

		

		

		

		

		207,612.46
		 $100,000 
		10%
		1.50%
		

		

		

		1.20%
		

		

		

		1.08%
	
	
		

		Investor C5
		

		

		

		

		

		

		

		

		311,418.69
		 $150,000 
		15%
		2.25%
		

		

		

		1.80%
		

		

		

		1.62%
	
	
		

		Investor C6
		

		

		

		

		

		

		

		

		311,418.69
		 $150,000 
		15%
		2.25%
		

		

		

		1.80%
		

		

		

		1.80%
	
	
		

		  Total C Round
		

		

		

		

		

		

		

		

		2,076,124.57
		 $1,000,000 
		100%
		15%
		

		

		

		12.00%
		

		

		

		10.98%
	
	
		

		 
		

		

		

		

		

		

		

		

		

		   
		 
		

		

		

		

		

		

		

		

		

	
	
		

		D Round
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		Investor D1
		

		

		

		

		

		

		

		

		

		

		

		

		3,460,208
		 $10,000,000 
		100%
		20.00%
		

		

		

		18.00%
	
	
		

		Investor D2
		

		

		

		

		

		

		

		

		

		

		

		

		0
		 $-   
		0%
		0.00%
		

		

		

		0.00%
	
	
		

		Investor D3
		

		

		

		

		

		

		 
		

		

		

		

		

		0
		 $-   
		0%
		0.00%
		

		

		

		0.00%
	
	
		

		Investor D4
		

		

		

		

		

		

		

		

		

		

		

		

		0
		 $-   
		0%
		0.00%
		

		

		

		0.00%
	
	
		

		Investor D5
		   
		

		

		

		

		

		

		

		

		

		

		

		0
		 $-   
		0%
		0.00%
		

		

		

		0.00%
	
	
		

		Investor D6
		

		

		

		

		

		

		

		

		

		

		

		

		0
		 $-   
		0%
		0.00%
		

		

		

		0.00%
	
	
		

		  Total D Round
		

		

		

		

		

		

		

		

		

		

		

		

		3,460,208
		 $10,000,000 
		100%
		20.00%
		

		

		

		18.00%
	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		 
		

		

		

		

		

	
	
		

		E Round
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		Investor E1
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		1,922,338
		 $40,000,000 
		100%
		10.00%
	
	
		

		Investor E2
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		0
		 $-   
		0%
		0.00%
	
	
		

		Investor E3
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		0
		 $-   
		0%
		0.00%
	
	
		

		Investor E4
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		0
		 $-   
		0%
		0.00%
	
	
		

		Investor E5
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		0
		 $-   
		0%
		0.00%
	
	
		

		Investor E6
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		0
		 $-   
		0%
		0.00%
	
	
		

		  Total E Round
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		1,922,338
		 $40,000,000 
		100%
		10.00%
	
	
		

		

		10,000,000
		

		100.00%
		100.00%
		11,764,706
		

		15%
		100%
		13,840,830
		

		

		100.00%
		17,301,038
		

		

		100.00%
		19,223,376
		

		  
		100.18%
	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	
	
		

		 
		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	



Sheet 2: How to Use

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...Sheet calculator startup company valuation and dilution for five investment rounds numbers in blue can be edited see quot how to use tab instructions template prepared by mackley amp pllc round a founders b seed c product development d go market e raise fd post amount of carter insert the raised percentage that you would like allocate postinvestment based on allocated this worksheet will calculate premoney value postmoney price per share shareholder shares units founder enter ownership individual so forth each reserved employee stock options if have already issued may find it easier which allows input dollars otherwise works same as chief technology officer key contractor option plan total cell show an error message percentages do not sum investor must or indicate...

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	STARTUP COMPANY VALUATION AND DILUTION CALCULATOR FOR FIVE INVESTMENT ROUNDS
	Numbers in blue can be edited. See "How to Use" Tab for Instructions
	Template prepared by Mackley & Mackley, PLLC

Investment Round		A Round (Founders)				B Round (Seed)				C Round (Product Development)				D Round (Go to Market)				E Round
				Raise	% FD - Post			Raise	% FD - Post			Raise	% FD - Post			Raise	% FD - Post			Raise	% FD - Post
Amount of Raise & % FD				$20,000	100%			Carter: Insert the amount to be raised for the B round. $50,000	Carter: Insert the percentage of the company that you would like to allocate (post-investment). Based on the amount of the raise and the percentage allocated to this round, the worksheet will calculate pre-money value and post-money value. 15%			$1,000,000	15%			$10,000,000	20%			$40,000,000	10%
Price Per Share				$0.002				$0.03				$0.48				$2.89				$20.81
Pre-Money Valuation				$0				$283,333				$5,666,667				$40,000,000				$360,000,000
Post-Money Valuation				$20,000				$333,333				$6,666,667				$50,000,000				$400,000,000

	Shareholder	Shares	$$	% of Round	% FD - Post	Units	$$	% of Round	% FD - Post	Units	$$	% of Round	% FD - Post	Units	$$	% of Round	% FD - Post	Units	$$	% of Round	% FD - Post
	Founder 1	3,800,000	7,600	Carter: Enter the percentage ownership for this individual and so forth for each shareholder in the founder round (and the amount reserved for employee stock options). If you have already issued shares, you may find it easier to use the the worksheet on the Calculator (2) Tab which allows you to input share numbers and dollars for the founder round. Otherwise it works the same as this worksheet. 38%	38%				32%				27.46%				21.96%				19.768%
	Founder 2	3,200,000	6,400	32%	32%				27%				23.12%				18.50%				16.646%
	Chief Technology Officer	200,000	400	2%	2%				2%				1.45%				1.16%				1.040%
	Key Employee	300,000	600	3%	3%				3%				2.17%				1.73%				1.561%
	Key Employee	300,000	600	3%	3%				3%				2.17%				1.73%				1.561%
	Contractor	200,000	400	2%	2%				2%				1.45%				1.16%				1.040%
	Stock Option Plan	2,000,000	4,000	20%	20%				17%				14.45%				11.56%				10.404%
	Total A Round	10,000,000	20,000	100.00%	100.00%				85%				72.25%				57.80%				52.020%
				Carter: This cell will show an error message if the ownership percentages do not sum to 100.
	B Round					B Round
	Investor B1					1,058,824	$30,000	60%	9%				7.65%				6.12%				5.51%
	Investor B2					705,882	$20,000	40%	6%				5.10%				4.08%				3.67%
	Investor B3					0	$-	0%	0%				0.00%				0.00%				0.00%
	Investor B4					0	$-	0%	0%				0.00%				0.00%				0.00%
	Investor B5					0	$-	0%	0%				0.00%				0.00%				0.00%
	Investor B6					0	$-	0%	0%				0.00%				0.00%				0.00%
	Total B Round					1,764,706	$50,000	100%	15%				12.75%				10.20%				9.18%
								Carter: Percentages must sum to 100 or this cell will indicate an error.
	C Round									C Round
	Investor C1									519,031.14	$250,000	25%	3.75%				3.00%				2.70%
	Investor C2									519,031.14	$250,000	25%	3.75%				3.00%				2.70%
	Investor C3									207,612.46	$100,000	10%	1.50%				1.20%				1.08%
	Investor C4									207,612.46	$100,000	10%	1.50%				1.20%				1.08%
	Investor C5									311,418.69	$150,000	15%	2.25%				1.80%				1.62%
	Investor C6									311,418.69	$150,000	15%	2.25%				1.80%				1.80%
	Total C Round									2,076,124.57	$1,000,000	100%	15%				12.00%				10.98%

	D Round
	Investor D1													3,460,208	$10,000,000	100%	20.00%				18.00%
	Investor D2													0	$-	0%	0.00%				0.00%
	Investor D3													0	$-	0%	0.00%				0.00%
	Investor D4													0	$-	0%	0.00%				0.00%
	Investor D5													0	$-	0%	0.00%				0.00%
	Investor D6													0	$-	0%	0.00%				0.00%
	Total D Round													3,460,208	$10,000,000	100%	20.00%				18.00%

	E Round
	Investor E1																	1,922,338	$40,000,000	100%	10.00%
	Investor E2																	0	$-	0%	0.00%
	Investor E3																	0	$-	0%	0.00%
	Investor E4																	0	$-	0%	0.00%
	Investor E5																	0	$-	0%	0.00%
	Investor E6																	0	$-	0%	0.00%
	Total E Round																	1,922,338	$40,000,000	100%	10.00%
		10,000,000		100.00%	100.00%	11,764,706		15%	100%	13,840,830			100.00%	17,301,038			100.00%	19,223,376			100.18%

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