In our case, the investor said: we value your company at X, we're willing to invest Y, and we need ESOP of Z%. From that, I had to reverse engineer the percentage and number of stocks that all involved would get.
The method that worked for me was to convert everything to number of shares and price per share before and after investing, and then calculate percentages based on shares / total shares for each party. This way, it's easy to calculate how many shares the investor gets based on the valuation (which determines pre-money share value), and final percentages based on total number shares after all is said and done.
A few things make a generic spreadsheet hard to create, and you should keep in mind: - Is the investor paying based on % or share value? - Are the ESOP stocks issues before or after the investment? (you get ripped off if it's before) - Are you issuing new stocks or giving up a percentage of existing ones?
I hope this helps.
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