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Next Round Planner (REPORT ONLY)
Fidelity Private Shares℠

Scenario Modeling

Planning your next steps just got easier with our scenario modeling.

 

Whether you’re planning for your next round, exploring exit strategies, or anything in between, you can feel more confident using our scenario modeling and planning features. Our modeling tools help you understand the impact of your fundraise and how your future funding plans might look in exit and dilution scenarios, explore hypothetical future rounds, and export scenarios to review with your team.

Robust modeling capabilities for private companies and venture funds

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Trusted by companies that scale

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Everything you may need on one platform

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Scenario Modeling FAQs
Your scenario modeling questions answered.

Our platform enables you to model many different scenarios, such as additional investment and outcomes through our Next Round Planner and a variety of exit scenarios through our Exit Scenario PlannerIt’s easy to include plan size increases, additional convertible securities issued in advance of a new round or an exit, and participation by existing investors in future fundraises.  

Yes, you can visualize dilution impact across multiple future rounds using the Next Round Planner, and plan for future rounds that take place before an exit in the Exit Scenario Planner. 

Yes, once you have added all data for the applicable scenario, you can download your pro forma cap table in spreadsheet format from the Next Round Planner, and a waterfall analysis, including distributions to each stakeholder, from the Exit Scenario Planner. 

Yes, scenario modeling is available in all subscription levels. 

Interested in learning more?

409a valuations are conducted by a third party. 

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