Valuation · Forecasting

SpreadSheet Stress! Pre-Money Valuation/Forecasting

Bethany Londyn Catalyst Consultant, Real Estate Agent, & Speaker

March 10th, 2013

Curious if anyone has some helpful clean clear cut spread sheet examples. There are soooooo many online, but I'd love to see some that people have successfully used when pitching.

Thank you!

BethanyLondyn

http://www.ShopAddiKt.com

http://about.me/bethanylondyn

As a founder, you’re always in fundraising mode (whether active or passive). In this course, we’ll teach you how to successfully raise follow-on capital, establish a valuation for your company, build an investor pipeline for your next round, and more.

Aleksandra Czajka

March 11th, 2013

I'd also love a spreadsheet if anyone made/has one! That would be really useful! 

Rob G

March 11th, 2013

Bethany, still not clear on what you are asking for.  

If you are after cap table/valuation/dilution 'forecasting' and 'what if" analysis then this one is good and  simple:  http://www.asoftwarestartupguy.com/2012/12/cap-table-calculator.html  

Steve Blank has lots of good resources on his site http://steveblank.com 

If you are looking to forecast operating numbers (something akin to income statement and balance sheet) that's custom to your business.  My recommendation there is to use a 'bottom up' forecast, i.e. "each unit of product/service generates x revenue and the related fixed and variable costs at various dates in the future are Y".   Much more tangible and believable that top down, i.e. "the market is $100 bizillion so if we just get 1%...."  I would be happy to share ours, but it's so custom that it likely be more trouble for you than it's worth.  

Mike Preuss Growing Visible & helping other early stage co's

March 11th, 2013

Sorry for another email but it isn't linking properly. Find it  here

Frank Devin Specialist in Business Development, Sales & Product Marketing at Startups & Entrepreneurial Enterprises

March 11th, 2013

I recommend reading Rob Ryan on the topic of forecasting and valuation. A better place to start than with spreadsheets.

Anonymous

March 11th, 2013

Frank - do you have a link?

Dennis Rivera Product Manager, Data Solutions

March 11th, 2013

Hi Bethany - can you explain in a little more detail what you are trying to do. If you are just trying to determine pre-money, I feel that should be based on combination of your market projections and current investment trends in your industry and state of company. NVCA is good place to start for the latter. Feel free to DM to talk further.

Bethany Londyn Catalyst Consultant, Real Estate Agent, & Speaker

March 11th, 2013

I have ideas of numbers, just need a good spread sheet to place them in :)

Mike Preuss Growing Visible & helping other early stage co's

March 11th, 2013

Not sure if this is what exactly you are looking for but you can download this  template. 


It has the different cap table examples for rounds of financings, waterfall analysis, etc. 

Devin Fee Director of Operations at Chiron Health

March 13th, 2013

Hey Mike, that link didn't work, either. Did you take the file down?

Rachel Schostak STYLESHACK LLC

March 11th, 2013

foundersuite.com is useful