Startup valuation, cap tables, fundraising, and portfolio management
Pre-money, post-money, and stage-based valuation
Pre-money valuation using multiple methodologies
Exit-based valuation working backwards from target return
Comparative scorecard against similar startups
Milestone-based pre-revenue valuation
Risk-adjusted valuation across 12 risk categories
Scenario-weighted valuation: bull, base, bear cases
Valuation based on similar funding rounds
Common stock fair market value for tax compliance
CAC, LTV, payback period, and contribution margin
Market sizing and addressable market estimation
Equity ownership, dilution, and waterfall analysis
Complete cap table with all share classes and options
Round-by-round dilution impact analysis
Exit proceeds distribution by share class
ESOP planning and pool size optimization
Convertible note and SAFE conversion scenarios
Post-round ownership and control analysis
Founder and employee vesting schedules
Secondary share sale and tender offer modeling
Round modeling, term sheets, and investor returns
Complete funding round structure and terms
Economic and control terms analysis
IRR, MOIC, and DPI by investor and round
Cash runway and burn rate analysis
Planned capital allocation and milestone mapping
Bridge round structure and conversion terms
Down round impact and anti-dilution protection
Fund performance, carry, and portfolio analytics
VC fund economics, deployment, and returns
Portfolio company tracking and valuation
Carried interest allocation and distribution
Follow-on reserve planning and allocation
Portfolio ownership percentage and dilution
Fund cash flow J-curve projection
Limited partner quarterly reporting package