Capital Structure Decision Support

Personal Outcome Report

Personal Outcome Report

As a CEO, you need to understand the financing options available to your business and the potential impact of each. The only problem is you weren’t trained as a corporate finance specialist; so the array of preferred stock, mezzanine debt, option plans, warrants, liquidation preferences, redemptions, and cumulative dividends make it difficult to quickly evaluate all the options available to you.

Your CFO or accountant can build spreadsheets for you, but you’ll need a series of complicated spreadsheets to analyze multiple scenarios. Unfortunately, option plans and cumulative dividends make your capital structure change daily, so the spreadsheets you use today will need constant updating to remain useful.

We address all that for you. We load your capital structure onto our platform. Each subsequent transaction is loaded as it occurs. Your capital structure stays accurate. Our what-if tools allow you to review the financing options available to you and see the impact on your personal outcome, as well as the outcomes for each employee and investor. Best of all, since our tools report to you in dollars, your best choices become apparent quickly.