Additional Actions In The Funding Scenarios Module

How To Change the Cap Table Used for the Simulation

Funding scenarios can be created based on either a published cap table or a draft version.

To switch between cap table versions:

1. Click the cap table name displayed on the top left side of the screen
2. Select the desired cap table version:
   • Published Version
   • Or any of the Draft Versions

The simulation will be recalculated using the selected cap table data.

This allows you to compare fundraising outcomes across different cap table versions before publishing changes.

How To Export the Simulation to Excel

To download the simulation results as an Excel file:

1. Click Export to Excel
2. The funding scenario data will be downloaded to your computer

This allows you to share, review, or analyze the simulation results outside the platform.

How To Reset the Simulation

To clear all changes and return to the original Cap Table settings:

1. Click Reset

All unsaved changes will be removed.

How To Save a Simulation

To save your funding scenario for future review or comparison:

1. Click Save Simulation
2. Enter a name for the simulation
3. Click Create

The simulation will be available for future access without affecting your cap table.

How To Navigate Between Saved Simulations

You can switch between previously saved simulations at any time.

1. Click the simulation name displayed on the left side of the screen
2. Select the desired simulation from the list

The selected simulation will load automatically.