Exit Modeling report on Capdesk

You can export an exit modeling report and this article explains how it works.

The exit model report provides you with an overview of the amount each shareholder would receive upon a specific exit value. It is based on the liquidation preferences entered for the share class. You can find more about how to add these here

To obtain your exit model, you’ll need to click on “Cap Table” page, then the green “Exports” button and “Exit Modeling”.

Exit model picture 1

After selecting "Exit Modeling", you'll need to select what you want to be included in the report:

Exit model picture 2

Once you've clicked "Order" you'll receive your exit model via email which you can download.

Exit model picture 3

The "Equity Groups" worksheet lists the equity groups with their characteristics listed including liquidation preference and seniority.

Exit model picture 1 CDF

If you click on the "Waterfall Tiers" worksheet you'll be able to enter the "Exit Value". This then populates the proceeds by equity. The exit value which you enter should be the aggregate value rather than the price paid per share.

Exit model picture 2 CDF

 On the liquidation chart, you'll be shown how different exit values can affect the proceeds per share.

Exit model picture 3 CDF

You can find a list of proceeds for each investor on the "Stakeholder Proceeds" sheet.

Exit model picture 4 CDF

If you need further assistance, you can reach out by submitting a support article here.

Thank you for reading this support article, if you are interested to read other articles that relate to managing your account, please see this page of articles: support.capdesk.com/stakeholders