Equity & Productivity

Excel models to manage your company and staff equity, and productivity

The only detailed models on the internet for cap tables and ESOP, and a crazy simple management tool

Models

Testimonials

People think these are awesome

Matias Campiani

Director at Welwaze

The ESOP is an amazing spreadsheet. CUDOS! How do startups manage their ESOP without this? I was so happy when I found the spreadsheet and the presentation.

Richard Woest

Controlling and Operations of Augmented Robotics

The ESOP is great. We just started working with it and we really like it.

Suzaan Krugell

Management Consultant at Cside Excellence

Wow, thanks so much for this [ESOP] excel sheet...it looks great.

Bill Baumgart

Executive Producer at RedRoar

We are now using both the Cap Table now and the SaaS Financial Model we purchased, and both are AMAZING!!!!

Raisul Kabir

Founder & CEO of Brainstation-23

I so admire you because nobody else other than you actually wrote about ESOP. I have been banging my head for so long to find something and yours is the only one I finally found. In face I came to know first from udemy and then from OKR. I think your okr sheet is the best, even better than the tools our there.

Management tools

Whether you are raising or want to do advanced planning, these are the best models on the internet you can buy off the shelf.

ESOP Model

Scaling startups need to motivate and retain staff with an ESOP structure. Venture capital investors also require them, but what does one look like? This is the only model on the internet for you to just get it done, and right.

Learn more

Get It Now $599

Professional Cap Table Model

Detailed cap table Excel model for startups, lawyers and investors to track financing rounds. Enables you know who owns what of a startup. The tool is also great for lawyers to manage clients as it has the functionality to track all the complex changes you need and be auditable.

Learn more

Get It Now $799

Pro OKR PPP KPI Tracker Tool

Google is famous for setting OKRs. This is a simple Google Sheet designed for startups which your staff will actually use. Get automated emails for you and management on deliverables. Plan your quarterly OKR and KPI in one easy to use sheet.

Learn more

Get It Now $69

Which financial model is right for me?

If you take startup ownership seriously as a founder (investor etc), you should own both models. Whilst related, they focus on different questions.

If you aren’t sure, do not buy them! Message me and I’ll give you honest advice if these are a waste of $ for you or not. I’m honest.

Contact

faq alexander jarvis

What, for who and why

Understand these financial models

I’m going to focus on explaining just the cap table and ESOP models because they are more complicated and things that people just don’t understand.

I’m going to explain what clients use my models for, who buys them, why they’re great and whether you should get another template in total honesty.

Why

Why did I make these models?

My blog evolved into me picking something no one explains well and that I don’t understand. I go off and deep dive, invent stuff and share my learnings. It struck me that you get rich in startup selling your company, as do your staff.

Only, do you actually understand how that’s all calculated? I knew the concepts, but the details?

50folds venture builder

ESOP

I was driving with my buddy in San Fran talking about how he did options and he said:

“I gave this experienced woman from Yahoo a bunch of RSU and she doesn’t care about them because she didn’t understand them!”.

I thought WTF, if someone experienced doesn’t understand things, there is an issue here!

Cap table

I made some tools on convertible notes, SAFEs, etc to learn. Then I was like “I don’t actually understand cap tables” and everything online was just so pathetically basic!

It was a harrowing experience , but after 4 months of coding, I made something that not only gives me PTSD, but lawyers buy.

Why do You need a cap table and ESOP model?

Equity is how you and your team will get rich when you exit. Sure, investors want to see one, but you should cherish every % you own and resent each bit you give away. They start simple but they get complex. Having your own tool enables you to actually understand what you are doing. For ESOP it enables you to understand your intentions to your team.

Plan your company ownership

The cap table is track who owns what, but you can also run scenarios depending on how much you raise to understand your value at exit.

The ESOP enables you to establish a fixed and coherent structure to recruit and retain top talent, you can also show them what their options are worth to motivate them.

Fundraising

Investors will ask to see your cap table to check if there is anything which will kill the deal (no joke. Google “F*cked cap table”). ESOP is a sneaky one. VCs will ask for a large plan to decrease your valuation.

My ESOP tool will help you come up with a ‘hiring plan’ so you can negotiate better terms.

Assist founders

Founders aren’t actually the main buyers of these models, they’re advisors and lawyers.

Why? Because you know founders need them. Founders don’t. These tools help you do your job faster and better.

Who are the models for?

In short, my models are for everyone in or with an interest in the startup ecosystem. They should be seen primarily as a learning tool to build competence.

I recommend using a SaaS tool to manage a hundred staff, but to use my models to actually understand what is happening first!

You can see the calculations and actually know what is happening, which you can’t in a SaaS.

Clueless founders that have had enough

If you are here because ‘you want to learn’ bless you. You will. The ESOP will be expansive to how the heck to make a plan that is consistently fair. The cap table will intro you to the big leagues so you can build on knowledge.

Fundraisers

I recommend these for pros who know that they need these models, and PE professionals. Yes, I designed them so a n00b can grow with the models, but if you have robust knowledge, you’ll love what these can do for you as there’s nothing else.

Startup CFOs

You’re not a child, so I’m not going to patronise. It’s a huge cap table, better than most law firms have I would bet. 99% likely you have not thought about ESOP in this level of detail, so you’ll have a lot of fun.You’re not a child, so I’m not going to patronise. It’s a huge cap table, better than most law firms have I would bet. 99% likely you have not thought about ESOP in this level of detail, so you’ll have a lot of fun.

Learning addicts

If you love learning new things and are good at Excel, you’ll just have a nerdgasm playing around. There are many weekends of just hanging out in Excel. I look at my models some times and wonder what the heck I made! I know because I get questions on how something works!

Students

If you’re doing an exec MBA, you might touch on these topics, but you aren’t going deep. These are an opportunity to be thrown into the flarking ocean. Realistically you’re going to look at these superficially, but you’ll curve on the Dunning Kruger to understand how much you don’t know

Financial advisors

I know even investors etc don’t understand the details of these topics because they email me confidentially. Here you go.

Lawyers

You buy the cap table the most of everyone because I’ve looked and there isn’t one cap table training company. ESOP is another solution you can sell.

Why are the models awesome?

I built the models I wished existed. Frankly, no one has the ability nor will to make models like this. The smart ones charge you 100x as a “customer” service.

Most detailed

You’ll open my models and think “WTF!”. Yeah, they will be overwhelming at the start, but once you get into them, you’ll start having fun running scenarios!

Run scenarios

You can plan multiple rounds, plug in assumptions for the future and see what will happen to ownership stakes. Be it an acquihire, or a large exit crushed under liquidation preferences!

Learning bonanza

Even if you are an expert, you’re still going to leave with just one learning that justifies that monstrous hourly fee of yours. For everyone else there is a masterclass. You just need to decide when to stop learning

Learn logic in Excel

I model in my head and then apply logic in Excel. If you want to learn from me, you just need to look at ‘how’ I approach problems and solve them; follow the logic and you’ll be able to do crazy things yourself with practice.

Investors will be impressed

Only top investors will understand everything in my models, and even then I doubt it at least for the ESOP because it’s a niche but critical topic no one blogs about.

Crazy value for money

My models are the most expensive ones you can buy. They’re also the best and best value. If you asked me to do one of these again, I wouldn’t be interested for less than $300k. They were too much work and I don’t think I’ll do another Excel like this again.

Should you use another template or a SaaS?

If you are looking for another Excel template, don’t bother. Nothing exists publicly.

I don’t have a SaaS tool to sell, but I’m honest, so I’ll tell you that you need one once you have a plethora of staff and ledger transactions.

At the start, the best platforms are super expensive (One starts at $12k per year), crazy till you’re “valuation rich”.

BUT! You want to study math and logic in my model as rounds get progressively complicated, so you’re screwed if you don’t learn at series-C and you are swimming with 180IQ sharks.

You don't care, you just want to send a model

I have a free cap table. It’s a stripped version of the paid one. It’s the best free template (but sure, check). There are simpler ones which will be faster to fill in if your cap is simple. Go for it

You aren't willing to learn (for now)

Amazing things need to exist in the world and be maintained. The larger issue is you don’t value free, so you need a reason to pay attention to learn.

My models will help guide you from where you are now, to where you want to be- but you have to work for it.

You are Excel incompetent

You’ll download this and be overwhelmed if you aren’t able to use Excel.

It will set you back because you’ll find everything scary and believe you will never be able to manage models. Remember I was born knowing nothing too (and I’m learning disabled).

You mistake price with value

My models are 2x the price of other models, but they are 50x more effort to build.

Comments (0)

There are no comments yet :(

Equity & Productivity

People think these are awesome

Matias Campiani

Richard Woest

Suzaan Krugell

Bill Baumgart

Raisul Kabir

Management tools

ESOP Model

Professional Cap Table Model

Pro OKR PPP KPI Tracker Tool

Which financial model is right for me?

Understand these financial models

Why did I make these models?

ESOP

Cap table

Why do You need a cap table and ESOP model?

Plan your company ownership

Fundraising

Assist founders

Who are the models for?

Clueless founders that have had enough

Fundraisers

Startup CFOs

Learning addicts

Students

Financial advisors

Lawyers

Why are the models awesome?

Most detailed

Run scenarios

Learning bonanza

Learn logic in Excel

Investors will be impressed

Crazy value for money

Should you use another template or a SaaS?

Comments (0)

Leave a Reply Cancel reply

Consulting

Information

Offerings

Education

Start and Raise

Growing

Learning

Models

Financial models

Staff

Other

Resources

Collections

Tools

About

About

Contact

Consulting Icon

Information

Offerings

Education Icon

Start and Raise

Growing

Learning

Models Icon

Financial models

Staff

Other

Resources Icon

Collections

Tools

About Icon

About

Contact

Join Our Newsletter