Clarity for complex capital structures and collaboration
with every invited party.
Model preferred stock, SAFES, and OTHER 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
The preferential rights of preferred and convertible debt reduce risks and dynamically change potential returns. Structures are getting more complex, and analyzing equity waterfalls in Excel is slow, error-prone, difficult to share due to download risks, and requires complex interventions for iteration and comparative analyses. CapUCalc provides time savings, control, and consistency with real collaboration.
Four Steps to Deal Clarity
01
Build your cap table
Input preferred and common stock, convertible notes, and options with quick templates or using Cowork skills. Full AI integration coming soon.
02
set waterfall switches
Define priority, origination date, conversion terms, dividends, and liquidation preferences using CapUCalc’s proprietary Waterfall Switches.
03
run SCENARIOs & compare
Model sale and IPO scenarios now and in the future, weight allocation methods, create multiple variants, and compare variant-level value indications across all capital classes.
04
collaborate & finalize
Invite others to lead the project, collaborate, review, create alternative variants, or create duplicate projects. Project leads review published variants to promote a final variant within the system of record created in CapUCalc.
One platform. One understanding. 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