Capital OS / Packages
Package Fundraising
From valuation to signed shareholders' agreement, prepare your round without losing control of your cap table.
7 steps
The journey — Fundraising
Founders preparing a seed round or a Series A.
€97
- 1
Valuation
IncludedOutput: A well-argued valuation range.
Passed on to the next step: The pre-money valuation of the round.
- 2
Dilution
IncludedOutput: Everyone's ownership after the round, pool included.
Passed on to the next step: The price per share and the pool size.
- 3
Capitalisation table
IncludedOutput: Undiluted and fully diluted cap table, plus voting rights.
Passed on to the next step: The ownership split before and after the round.
- 4
Vesting
IncludedOutput: The team's vesting schedule.
Passed on to the next step: The founders' vesting rules.
- 5
Term sheet
IncludedOutput: The terms of the round, ready to negotiate.
Passed on to the next step: The deal terms: preferences, anti-dilution, governance.
- 6
- 7
Meeting minutes and subscription forms
IncludedOutput: The capital increase documents, or the BSA AIR / SAFE.
The whole file, not just the document
In Capital OS
Data is never re-entered from one tool to the next.
Every document uses the same deal terms.
The data room builds itself automatically.
Compare the packages
| Step | Fundraising | LBO / buyout | Crowdfunding |
|---|---|---|---|
| 01 | Valuation Included | Valuation Included | Choice of format Included |
| 02 | Dilution Included | Financing plan Included | Amount and valuation Included |
| 03 | Capitalisation table Included | Letter of intent Included | Dilution Included |
| 04 | Vesting Included | Non-disclosure agreement Included | Platform file Included |
| 05 | Term sheet Included | Share purchase agreement and warranty Included | Campaign tracking Included |
| 06 | Shareholders' agreement Included | Transfer deed and share transfer order Included | — |
| 07 | Meeting minutes and subscription forms Included | Debt documents Included | — |
| Price | €97 | €97 | €97 |
Frequently asked questions
Can I use the tools separately?
Yes. Every calculator is free and available without an account. A package chains the steps in order and unlocks the documents for your transaction.
Is my data kept? Pending review
Calculations run without an account. With a package, your file is kept in your Capital OS workspace: each step picks up the data from the previous one, with no re-entry.
What is the legal value of the documents?
They are pre-drafted templates under French law, filled in with the terms of your transaction. Missing items are flagged. Have them reviewed by your lawyer before signing anything.
Which document formats are available?
Word, so you can edit them with your advisers, and PDF.
Is support included? Pending review
A Capital OS adviser can call you back to help prepare your file and point you to the right funders.
How does the crowdfunding package work? Pending review
It is being prepared: choice of format (equity, bonds, royalties), amount, dilution and the file for the platform. Its rules and content are being finalised.