Build a new pro forma from your term sheet and cap table, or check whether an existing pro forma correctly reflects your negotiated terms.
Upload your term sheet and current cap table. The tool extracts the round parameters and shareholder structure, then generates a complete post-financing pro forma.
The signed or draft agreement containing negotiated terms — pre-money valuation, investment size, option pool, liquidation preference, etc. (.docx, .xlsx, or .pdf)
Your existing pre-financing cap table listing current shareholders, share counts, and security types. (.xlsx, .docx, or .pdf)
Upload both files above to generate the pro forma.
Upload your term sheet and an already-built pro forma. The tool checks every negotiated term against the actual numbers and flags any discrepancies.
The signed or draft agreement containing negotiated terms. (.docx, .xlsx, or .pdf)
The cap table or pro forma document you want to verify against the term sheet. (.xlsx, .docx, .pdf, or .zip)
Upload both files above to run the conformance check.
Upload two versions of the same deal's pro forma — or two different cap tables — to see exactly what changed between them: economics shifts, ownership movements, and new or resolved issues.
The earlier or baseline version of the pro forma. (.xlsx, .docx, .pdf, or .zip)
The later or revised version of the pro forma. (.xlsx, .docx, .pdf, or .zip)
Upload both versions above to compare them.
Enter round parameters and instrument details to compute exact conversion prices, accrued interest, share counts, effective discounts, and dilution for each convertible note or SAFE — and download the full conversion schedule as CSV.
| Holder / Name | Type | Principal ($) | Interest Rate % | Issue Date | Valuation Cap ($) | Discount % |
|---|
Enter round parameters and at least one instrument row above.