Model the potential returns of an investment.

The Venture Valuation Tool is an Excel or Google Sheets template for analyzing venture investment opportunities by modeling potential investment rounds (via equity, convertible notes, premoney and postmoney SAFEs), dilution, graduation rates, exit valuations, and likelihood of exit at multiple exit prices to analyze valuations, portfolio construction, investor returns, and more. Full details here.

Walkthrough

Highlights

Analyze venture investment opportunities by modeling potential investment rounds, dilution, exit valuations, and likelihood of exit at different stages. The model builds a potential cap table for a company to model ownership percentage and dilution factoring in investment rounds, postmoney valuations, and option pools. It uses graduation rates to factor in the likelihood that a company raises additional rounds, fails, or exits at different stages of funding, and estimates exit valuations at potential exit points, calculating expected value of each round of investment at each potential exit point and total expected return on investment.

If you are interested in more methodologies for valuing venture investments over multiple rounds of funding, check out the VC Method for an alternative methodology.

One-time donation or purchase and free access to updates

Model is one .xlsx Excel file or Google Sheets Workbook and is downloaded or accessed immediately. No macros or VBA used. Can be used in Excel, Google Docs, and many other spreadsheet programs. Email or book a call for support anytime. One time purchase, updates automatically distributed for free.

Download immediately and anytime.

You will have the option to download a Microsoft Excel .xlsx file and copy a Google Sheet file immediately after purchase or submission or your email, and anytime through the link in your email receipt, as well as by logging into my transaction provider at Gumroad and creating an account.

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Use in any recommended spreadsheet program.

Foresight's spreadsheet models can be used in both Excel and Google Sheets interchangeably; simply upload the Microsoft Excel model template from Foresight into Google Sheets, or download the Google Sheets to Excel, and everything will structurally work fine.

The models are originally built in Google Sheets, and the formatting is a bit better in Google Sheets; in Excel you may want to adjust the row spacing, fonts, and chart formatting to get the aesthetics you want.

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