Advanced Round Modelling

We're excited to introduce the Round Modelling feature in version 9.41.0, designed to enhance your equity management capabilities and provide a comprehensive view of your funding journey. This release brings a suite of powerful tools to streamline the process and offer greater flexibility in managing equity stakes.

What's New:

  1. Advanced Multi-Round Modelling:

    • Seamlessly model multiple funding rounds within a single scenario. This feature provides a holistic view of equity distribution across various stages, aiding in strategic planning and informed decision-making.

  2. Pro Rata Participation:

    • Empower your investors with the ability to maintain their percentage ownership by participating in every funding round. This ensures stability and alignment with strategic investment goals, offering a clear path for growth.

  3. Calculation Methods:

    • Choose between two methods to calculate valuations:

      • Percentage-Ownership Method: Focuses on maintaining investor equity stakes, providing transparency and confidence in investment decisions.

      • Pre-Money Method: A founder-friendly approach that calculates valuations before new investments, ensuring founders retain control and strategic direction.

  4. Convertible Instruments QFA:

    • Convert convertible instruments, such as notes or SAFEs, in any round depending on the QFA trigger.