I have one and am happy to share but need to know how many financing rounds the company has had, if there are warrants, outstanding stock options, liquidation preferences, etc. Let me know a few more details and then I can determine if my template will work for you or not.
Thank you, Kent. We have had 6 rounds, A through E (two rounds of E). A is common, B-E are preferred. We have options at the common level and warrants at the preferred level. Preference goes in reverse order: E is senior, then D, C, B, A.
I would appreciate the template as well. Helping a company that has founder's stock, stock to acquired company, preferred stock and common stock. Thanks
I, too, would be interested in getting a copy of your template. We have had five rounds of preferred, have common, options and preferred warrants on the later rounds.
I, too, would be interested in getting a copy of your template. We have had five rounds of preferred, have common, options and preferred warrants on the later rounds.
send me your contact info to kentutahcfo [dot] com and I'll send you the model. It is not built to handle more than 3-4 rounds but I think you can follow the model to figure it out. At a minimum it will give you a blueprint for all of the issues that can be & may need to be considered. BTW, I do not use this for the final, legal settlement but rather as a tool to help owners and management see the impact of preferences on the ultimate distribution.
In reading this post, I would like to receive a copy as well if you are open to sending. I am working with some VC's that are now on round 2 and might do a round three in 2011. My email is rabigelowgmail [dot] com
I am completing my work on an acquisition and would be interested in a copy of this model. My e-mail affressis alanlesterymail [dot] com. Thank you for your offer.
Answers
Company: Advanced CFO Solutions
I have one and am happy to share but need to know how many financing rounds the company has had, if there are warrants, outstanding stock options, liquidation preferences, etc. Let me know a few more details and then I can determine if my template will work for you or not.
Company: NineSigma, Inc.
Thank you, Kent. We have had 6 rounds, A through E (two rounds of E). A is common, B-E are preferred. We have options at the common level and warrants at the preferred level. Preference goes in reverse order: E is senior, then D, C, B, A.
Helpful?
Company: Family Office services
I would appreciate the template as well. Helping a company that has founder's stock, stock to acquired company, preferred stock and common stock. Thanks
Company: In Transition
Would appreciate it if I could also have a copy of the model.
Tim
Company: Redliner
Kent
Looks like you are a popular guy.
I to would appreciate your template.
Thanks in advance and have a great holiday!
Jerry
Company: Catapult CFO Partners
kent-
I would appreciate a copy of your liquidation waterfall model. I am working on an acquisition financing which will requre a series of capital raises.
I hope I can help you with something some day.
Thanks,
Jay Lewis
Company: B2B CFO
I would also appreciate a copy. I work with venture backed companies and this would be extremely helpful.
Scott Spangenberg, MBA
b2bcfo [dot] com
Partner
B2B CFO®
503.860.1340
scotts
Bio/Blog: www.b2bcfo.com/partners/scotts/
www.b2bcfo.com
Company: PowerSteering Software, Inc
Kent,
I, too, would be interested in getting a copy of your template. We have had five rounds of preferred, have common, options and preferred warrants on the later rounds.
Jon Choate
CFO
Boston, MA
Company: PowerSteering Software, Inc
Kent,
I, too, would be interested in getting a copy of your template. We have had five rounds of preferred, have common, options and preferred warrants on the later rounds.
Jon Choate
CFO
Boston, MA
Company: Advanced CFO Solutions
send me your contact info to kent
utahcfo [dot] com and I'll send you the model. It is not built to handle more than 3-4 rounds but I think you can follow the model to figure it out. At a minimum it will give you a blueprint for all of the issues that can be & may need to be considered. BTW, I do not use this for the final, legal settlement but rather as a tool to help owners and management see the impact of preferences on the ultimate distribution.
Best,
Kent
Company: Dresser, Inc.
Kent, thanks for offering to share your liquidation waterfall model. My personal e-mail is jmartinnelson
hotmail [dot] com. Regards, Jeff
Company: Catapult CFO Partners
Kent-
I forgot to include the email address for the model which is: lewis_2337
msn [dot] com.
Tkx,
Jay
Company:
I would love to get a copy as well. I just accepted a job with a PE backed firm, and I'm hoping this might be helpful.
My e-mail address is mbh4725
yahoo [dot] com
Thanks,
Mike
Company:
Kent,
In reading this post, I would like to receive a copy as well if you are open to sending. I am working with some VC's that are now on round 2 and might do a round three in 2011. My email is rabigelow
gmail [dot] com
Let me know if you have any questions.
Rick
Company: Self
You might also get in touch with a company called Cap Controls (www.capcontrols.com.
Company: R. Ellis Advisors
Kent:
I am completing my work on an acquisition and would be interested in a copy of this model. My e-mail affressis alanlester
ymail [dot] com. Thank you for your offer.
Alan
Company: XYZ Corp.
Good Afternoon, Ken,
In reading this post, I would appreciate the template as well. My e-mail address is chiangpeter
hotmail [dot] com.
Thank you very much for your willingness to share this knowledge. Best wishes for a happy holiday season and a healthy and prosperous New Year.
Best regards.
Very truly yours,
Peter
PETER CHIANG
hotmail [dot] com
M&A / Corporate Development
Tel: +1 (212)988-7163
E-mail: chiangpeter
Company: Proformative, Inc.
A huge thank you to Kent Thomas for generously posting this as a Resource! http://www.proformative.com/og/resource/general-content/pro-forma-cap-table-liquidation-analysis.