Pro Forma Round Modeling Spreadsheet
For founders not on Carta who would like to model a new round, we have open-sourced our pro forma round modeling spreadsheet with a sample company called Meetly.
1. Enter Closing Date.
2. Enter pre-money valuation
3. Add pro-rata amounts (optional)
4. Enter new investors
5. Add investment amounts from new investors
6. Add option pool increase (in shares)
7. Add new convertible notes from debt tabs.
The blue cells are calculated values. To modify the spreadsheet for your company you will need to change the included sample data.