Sheets in the ESOP financial model

Financial model sheets

All the sheets and a brief explanation so you know what is in the model.

  • Detailed look at the model architecture
  • Each sheet with one-line summary

Summary of all the sheets

This is a one-liner explanation of what is in each sheet.

SheetsComment
FormattingSet the currency of the model. Change this with the 50Folds plugin
AssumptionsThese are your key assumptions for the model. You effectively set a consistent formula you can use to communicate to staff
Assump - FinancingInput any fundraise you do so youcan see the strike rate staff get and use to calculate their diluted ownership
Share summaryThis is a simple overview of where you granted shares per year
Staff ValueThis is an way to show staff what their grant(s) might be worth and how much they vested
Pool SizingThis is tool to figure out what ESOP you need to create before a round and help negotiate with investors
Staff DataInput each staff member here first. The names feed each and every sheet. Set their starting salary and market salary as well as starting seniority (for initial grant)
ESOP - Y0-56 sheets. These are the actual calcs for grants. You can promote, grant performance bonuses as well as evergreen issuances. Use each sheet each year (0= starting, 5 is year 5)
Vesting Calcs These are the calculations for vesting. You don't need to touch but you make like to understand!

Go back to the ESOP

You can head back to the main sheet if you like below:

ESOP MODEL

ESOP features

Learn about the details of what the model can do on his page:

ESOP FEATURES

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