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Deal structure & proceeds

Pro forma cap table

Pro forma cap table combining rollover equity, management incentive, and the buyer's new money.

PlannedStructuringNot legal, tax, or financial advice
Written by
Sukhrobjon (Rob) Ismoilov
Reviewed by
Avaz Bokiev
PlannedDeal structure & proceeds#40 in the catalog

Rollover + new money

Pro forma cap table combining rollover equity, management incentive, and the buyer's new money.

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How to use it

This tool is on the roadmap. The page here captures the intent so a buyer, seller, or contributor can tell whether it's worth building sooner.

What it returns

When shipped, the tool will produce:

  • A side-by-side of structures
  • The dollars flowing to each party at close and over time
  • Flags for the structures that trigger meaningful tax or legal consequences
Related

The deeper, trade-specific context on our main site.

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