Clarity for complex capital structures and collaboration with every invited party.
Model Preferred Stock and Convertible Notes
CapUCalc helps private equity investors, board members, shareholders, and advisors understand the real implications of every negotiated term, without spreadsheets.
Why Excel Isn’t Enough Anymore
Preferential rights in convertible debt and equity reduce risk but dynamically change potential returns, and structures are getting more complex. Analyzing equity waterfalls in Excel is slow, error-prone, and difficult to share, with download risks and the need for complex interventions for iterations and comparative analysis. CapUCalc provides time savings, control, and consistency with real collaboration.
Meet CapUCalc Built for Multi-Class Capital Structures
CapUCalc is a platform for private equity and family office investors to analyze preferred stock and convertible notes, model liquidation scenarios, and collaborate, all in one place.
Four Steps to Deal Clarity
Step One:
Build Your Cap Table
Input preferred stock, common stock, convertible notes, options, warrants, and profit interests using a guided wizard.
Step Two:
Set Waterfall Switches
Define priority, participation rights, conversion terms, dividends, and liquidation preferences using CapUCalc’s proprietary Waterfall Switches (link to glossary/resources). annual
Step Three:
Run Scenarios & Compare
Model sale and IPO scenarios, create multiple variants, weight methods, and instantly see per-share allocations across all capital classes.
Step Four:
Collaborate & Finalize
Invite team leads, collaborators, and reviewers. Rate variants, add comments, and promote a final variant as the system of record.
One Platform. Eight Roles. Every Deal.
Built for Compliance, Designed for Accountability
3-Role Workflow: Company Admin → Project Lead → Project Collaborator
Plug Into Your Existing Workflow
Cary Potter, Founder and Chief Executive Officer
30 Years of Valuation Experience, Built Into Software
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