CONCEPT #93 OF 100 · Software, SaaS & Cloud Engineering · LAYOUT: executive_draw_ledger
Startup Fully-Diluted Equity Capitalization Table & Independent 409A Valuation Summary
Standard / Reference: 26 U.S.C. § 409A · Treas. Reg. § 1.409A-1(b)(5)(iv)(B) · AICPA Valuation Practice Aid
Why professionals use this template: 28,900/mo search demand: venture-backed companies and CFOs preparing audit-ready fully-diluted cap tables showing founder common, SAFE/Preferred classes, option pools, and AICPA OPM backsolve 409A strike prices.
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Included Financial Metrics & Line-Item Schedule
Target Roles: Startup CFOs, Venture Capital Controllers, 409A Valuation Firms & M&A Diligence Teams · Search Keywords: startup fully diluted equity cap table and 409a valuation summary pdf, fully diluted capitalization table template, irc 409a opm backsolve valuation report, preferred liquidation preference waterfall schedule
FULLY DILUTED SHARES
10,000,000 Total Shares
POST-MONEY IMPLIED EV
$24,500,000.00 (Series A)
409A COMMON STRIKE FMV
$0.78 / Share (32% DLOM)
SAFE HARBOR EXPIRATION
11/05/2027 (Or Material Event)
| CODE | DESCRIPTION & TECHNICAL SPECIFICATION | BASIS / QTY | AMOUNT / DELTA |
|---|---|---|---|
| CLS-COM | Founders & Early Employee Common Stock (IRC § 83(b) Elections Timely Filed · 4-Yr Vesting) | 5,800,000 Shs (58.0%) | $4,524,000 FMV |
| CLS-SEED | Series Seed Preferred Stock ($0.60 OIP · 1x Non-Participating Liquidation Preference) | 1,000,000 Shs (10.0%) | $2,450,000 Pref |
| CLS-SERA | Series A Preferred Stock ($2.45 OIP · 1x Non-Participating · Broad-Based Weighted Avg Anti-Dilution) | 2,000,000 Shs (20.0%) | $4,900,000 Pref |
| CLS-POOL | 2026 Equity Incentive Plan Option Pool (425k Issued ISOs + 775k Available Reserve) | 1,200,000 Shs (12.0%) | $936,000 Strike |
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