Share with Investors
Prepare pitch deck structures, track prospective outreach, and simulate SAFE convertible conversions.
The Friction
Operational Bottlenecks
Sharing company plans and financials with investors typically requires multiple scattered files, while modeling complex option pool and cap table conversions is prone to spreadsheet errors.
The Solution
Unified Operational Canvas
Manage investor pipeline outreach in a Kanban board, outline slide deck briefs, model SAFE conversion splits, and securely invite investors with granular permission access directly to the workspace.
Showing Tools for this Use Case
Explore feature inputs, configure options, and simulate real-time AI responses before upgrading.
Funding Round Runway Tracker
Track capital rounds, target amounts, and funding runways.
The Funding Round Runway Tracker helps you plan and manage capital rounds, SAFE agreements, and investor allocations, tracking runway milestones to keep funding efforts on schedule.
Workspace Inputs Parameters
Core Values & Capabilities
Strategic Benefits
- Keep fundraising efforts on schedule.
- Track SAFE caps and splits on a single dashboard.
- Provide clear capital progress updates to stakeholders.
Capital Raising & Ownership Split Planner
Estimate capitalization parameters and structural cost savings when preparing investor pipelines.
SAFE Investor Capitalization & Cap Table Simulator
Adjust variables and test active formulas in real-time, exactly as they function inside the authenticated MasterPlan platform.
Fundraising & Capital (SAFE Cap Table Simulator)
Model safe agreements, pre-money valuation caps, and post-round founder equity splits