Exit waterfalls,
SAFE conversion,
round what-if.
Liquidation preferences, participation caps, SAFE/note conversions, next-round dilution — modeled on your live cap table in seconds, not weeks. Defensible board packs, not spreadsheets.
Exit waterfall.
Round modeling.
Same source of truth.
Most tools do one or the other — exit modeling OR round modeling. We model both off the same kernel of grant truth, so the answers never disagree with each other or with your audit.
From cap table to board pack
in five steps.
Drag the exit slider.
Watch the cascade resolve.
Sample cap table for Lattice Robotics, Inc. — 17M shares, $38M raised across Seed → A → B. Try different Series B terms and see the cap activation crossing live.
| Class | Shares | Invested | Mode | Proceeds | $/sh |
|---|---|---|---|---|---|
Common Founders & employees | 8,000,000 | — | — | $112.9M | $14.12 |
Options pool Vested ISO/NSO | 1,200,000 | — | — | $16.94M | $14.12 |
Series Seed 1× non-participating | 1,500,000 | $3.00M | CONVERTED | $21.18M | $14.12 |
Series A 1× non-participating | 2,500,000 | $10.00M | CONVERTED | $35.29M | $14.12 |
Series B 1× participating · $50M cap | 3,800,000 | $25.00M | CONVERTED | $53.65M | $14.12 |
| Totals | 17,000,000 | $38.00M | — | $240.0M | — |
Credentials you can trust.
Our appraisers bring hands-on experience from top-tier financial institutions and Ivy League business schools — the same people you'd hire individually, working on every valuation.
Every engagement is led by a named, credentialed appraiser — backgrounds across Ivy League finance, Big Four audit, investment banking, and law. Bios available on request.
Quarterly, like your reviews.
One simple quarterly price — discounted when your cap table lives on Value8.
Tell us about your cap structure.
How many share classes, what terms, anything special. We will reply within an hour with a sandbox tenant and a tailored walkthrough.
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captablewaterfall.ai is the public face of Advanced Modeling — the exit/round-modeling module inside Value8. Every app reads from the same cap-table foundation.
Pick the door that fits your scenario.
Book a 30-min walkthrough.
Sandbox with your cap table loaded. Live exit slider on your actual scenarios. Sealed board pack to keep.
Book a 30-min walkthrough →Start free on Value8.
The kernel cap table is free, forever. Add waterfall modeling when an exit or round is in sight — $499/qtr bundled.
Open the free cap table →