I will model out cap tables, investments, safe and debt notes

5.0
5.0

United States

I speak English

69 orders completed

Over 30 years experience in technology, startups, investing and finance. I've worked with over 100 companies in their early stages. Enjoy helping companies with their cap table structures, financial...

Top Rated

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About this Gig

I can create complex Cap Tables, SAFE Note, Convertible Debt Notes, Term Sheets or templated financial model. I would need your inputs and we would need to discuss your individual situation. Very well versed in equity structures, debt structures, warrants, options, ISO, NSO, RSU, etc. With some basic information, I can create a proforma cap table for current state of a company as well as proforma cap table for varying scenarios. Everything is parameter driven so once you have the model you can alter as needed. Also very well versed in creation of convertible notes and SAFE notes, as well as equity deals.

Visualization Tools:

Microsoft Excel

Type of model:

Sensitivity analysis

Scenario analysis

Other

Industry:

Business services & consulting

Software

Other

Target country:

Canada

United Kingdom

United States

Reviews

43 reviews for this Gig
5.0

(42)
(1)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • F
    image-docs

    firasfellah

    GB

    United Kingdom

    5

    Bob is not a consultant; he’s a wartime consigliere. If you’re a founder building something high-stakes and you don't have Bob in your ear, you’re flying blind. He helped me dismantle a complex equity negotiation, protected my cap table from a potential 'poison pill,' and modeled out a multi-million...

    $100-$200

    Price

    1 day

    Duration

    Helpful?
    Yes
    No
  • M

    mattciesicki

    Repeat Client

    FR

    France

    5

    My second order with Bob. On time, over delivered. Great working with him.

    $100-$200

    Price

    1 day

    Duration

    Helpful?
    Yes
    No
  • C

    candy_brownproc

    GB

    United Kingdom

    5

    Bob was excellent. Clearly has a great deal of experience and was able to both answer all of my questions and provide knowledge I do not have. Cannot recommend him enough.

    $100-$200

    Price

    6 days

    Duration

    Helpful?
    Yes
    No
  • M

    mattciesicki

    Repeat Client

    FR

    France

    5

    Bob is awesome. He is truly an expert. He asked very direct questions that elicited precise responses - and he integrated everything into an excellent model that is simple, yet extremely powerful and adaptable. Very prompt responses and amazing turnaround. Very highly recommended!

    $200-$400

    Price

    2 days

    Duration

    Helpful?
    Yes
    No
  • J

    jaykru1

    US

    United States

    5

    Excellent experience working with Bob!

    $400-$600

    Price

    2 days

    Duration

    Helpful?
    Yes
    No
Reviews

43 reviews for this Gig
5.0

(42)
(1)
(0)
(0)
(0)
Rating Breakdown
  • Seller communication level
    5
  • Quality of delivery
    5
  • Value of delivery
    5
Sort By
Most relevant
  • F
    image-docs

    firasfellah

    GB

    United Kingdom

    5

    Bob is not a consultant; he’s a wartime consigliere. If you’re a founder building something high-stakes and you don't have Bob in your ear, you’re flying blind. He helped me dismantle a complex equity negotiation, protected my cap table from a potential 'poison pill,' and modeled out a multi-million...

    $100-$200

    Price

    1 day

    Duration

    Helpful?
    Yes
    No
  • M

    mattciesicki

    Repeat Client

    FR

    France

    5

    My second order with Bob. On time, over delivered. Great working with him.

    $100-$200

    Price

    1 day

    Duration

    Helpful?
    Yes
    No
  • C

    candy_brownproc

    GB

    United Kingdom

    5

    Bob was excellent. Clearly has a great deal of experience and was able to both answer all of my questions and provide knowledge I do not have. Cannot recommend him enough.

    $100-$200

    Price

    6 days

    Duration

    Helpful?
    Yes
    No
  • M

    mattciesicki

    Repeat Client

    FR

    France

    5

    Bob is awesome. He is truly an expert. He asked very direct questions that elicited precise responses - and he integrated everything into an excellent model that is simple, yet extremely powerful and adaptable. Very prompt responses and amazing turnaround. Very highly recommended!

    $200-$400

    Price

    2 days

    Duration

    Helpful?
    Yes
    No
  • J

    jaykru1

    US

    United States

    5

    Excellent experience working with Bob!

    $400-$600

    Price

    2 days

    Duration

    Helpful?
    Yes
    No