Cap Table Template for SaaS Companies using Dynamics 365 Business Central

    This article describes the Cap Table Template that is included with Solver's SaaS model for users of the Microsoft Dynamics 365 Business Central ERP and Binary Stream's Subscription Billing Suite (SBS). It is part of a library of more than 150 ready-to-use reports, budget models and dashboard templates that Solver provides to SaaS companies as part of its cloud Corporate Performance Management (CPM) platform.

    Unlocking Efficiency: How Modern Cap Table Templates in Solver's CPM Solution Revolutionize SaaS Business Management

    In the dynamic world of Software as a Service (SaaS) companies, the need for efficient financial management is paramount. Chief Financial Officers (CFOs) and executives face numerous challenges in accurately tracking and analyzing their company's financial structure, especially when it comes to managing the complex web of shareholders, funding rounds, and dilution. Enter Solver, a leading Corporate Performance Management (CPM) solution, equipped with a game-changing SaaS Company Cap Table Template.

    The SaaS Company Struggle: Pains and Challenges

    • Manual Spreadsheet Overload: SaaS companies often find themselves drowning in a sea of Excel spreadsheets, attempting to keep stakeholders informed about cash contributions, pre-and post-funding shareholders, and dilution. This manual approach not only consumes valuable time but is also prone to errors, leading to potential financial mismanagement.
    • Lack of Self-Service Cap Table Templates: The absence of user-friendly, on-demand Cap Table Templates adds an additional layer of complexity. Executives lack a quick and easy way to answer vital questions about pre-and post-funding shareholders and their share count.

    The Solution: Benefits of Modern SaaS Cap Table Models

    • User Inputs and Metrics: Solver's Cap Table Template comes to the rescue with intuitive user inputs and metrics. This feature empowers stakeholders to effortlessly understand pre-and post-funding shareholders, providing clarity on the current cap table's intricacies.
    • Dilutive and Non-Dilutive Share Insights: The model goes beyond the basics, offering insights into dilutive and non-dilutive shares by shareholder. This comprehensive view enables executives to make informed decisions and anticipate the potential impact of future funding rounds on shareholders.
    • Comparative Graphics for Enhanced Understanding: Solver's Cap Table Template doesn't just provide data; it presents it in a visually compelling format. Easy-to-understand comparative graphics offer a powerful visual aid, making complex financial structures accessible and facilitating quicker, more informed decision-making.

    About the Cap Table Template

    Use this template to keep track of- and calculate metrics related to shareholders as well as their cash contributions. The model has two tabs: Use Tab 1 to populate Pre- and Post Funding Shareholders and their share count. The model will calculate % Non-Diluted and Diluted shares it shows pre/post funding shares by shareholder graphically. The second tab has input of Committed Investment per shareholder and calculates various related metrics as well as Total Equity after Funding and Post Money Evaluation. For this and many other ready-to-use templates from Solver, visit our web-site Marketplace page.
    Cap Table Template for SaaS Companies using Dynamics 365 Business Central

    Cap Table Template for Dynamics 365 Business Central � Pre-built SaaS Template from Solver

    Embracing Solver's CPM Solution: A Wise Move for SaaS Companies

    In a landscape where efficiency is synonymous with success, Solver's CPM solution stands out as a comprehensive and transformative ally. The ready-to-use SaaS Company Cap Table Template is just one facet of Solver's arsenal, which includes over 150 pre-built reports, dashboards, and budgeting templates. By implementing Solver, SaaS companies can bid farewell to the pain points of manual spreadsheet management. They gain a unified cloud solution that automates and streamlines financial reporting, analysis, and budgeting. The emphasis on reducing delays and errors resonates with the common goals of executives seeking a robust and efficient financial management solution. In conclusion, the Solver CPM solution, coupled with its modern Cap Table Template, is not just a tool; it's a strategic investment in the future success of SaaS companies. Empowering CFOs and executives with the tools they need to make accurate, timely decisions, Solver becomes an invaluable partner in navigating the complexities of financial management in the fast-paced world of SaaS. Resources for Additional SaaS Reports, Dashboards and Budget Models For more information about all the SaaS templates from Solver check out these resources: About Solver Solver is a global leader in Corporate Performance Management (CPM) and comes with out-of-the-box integrations to Microsoft Dynamics 365 Business Central and the Subscription Billing Suite from Binary Stream. Solver includes more than 150 reports, dashboards and budget templates for SaaS companies that provide in-depth analysis of subscription revenues, financials, human capital/payroll and CRM pipeline.
    January 28, 2024