{% extends "captable/base.html" %}
{% load capfmt %}
{% block title %}{{ holder.name }}{% endblock %}
{% block content %}
{{ holder.name }} {{ holder.get_kind_display }}
Fully diluted shares{{ fd|shares }}{{ fd|ratio:table.fully_diluted|pct }} of company
Payout at {{ exit_value|money }} exit{{ payout.total|default:0|money }}{{ payout.pct|default:0|pct }} of proceeds{% if not accelerate %}, unvested cancelled{% endif %}
Holdings as of {{ as_of }}
| Class | Issued | Options | Vested options |
{% for r in rows %}| {{ r.share_class }} | {{ r.issued|shares }} | {{ r.options|shares }} | {{ r.vested_options|shares }} |
{% empty %}| No holdings on this date. |
{% endfor %}
{% if payout %}Payout breakdown
{% for cls, amount in payout.by_class.items %}| {{ cls }} | {{ amount|money }} |
{% endfor %}
{% if payout.options %}| Options (net of strike) | {{ payout.options|money }} |
{% endif %}
{% endif %}
Issuance history
| Date | Class | Shares | Price | Note |
{% for i in issuances %}| {{ i.issued_on }} | {{ i.share_class }} | {{ i.shares|shares }} | {{ i.price_per_share|price }} | {{ i.note }} |
{% empty %}| None. |
{% endfor %}
{% if convertibles %}SAFEs & notes
{% for c in convertibles %}- {{ c }} — {% if c.converted_in %}converted in {{ c.converted_in.name }}{% else %}outstanding{% endif %}
{% endfor %}
{% endif %}
{% for g in grants %}
Option grant: {{ g.grant.shares|shares }} @ {{ g.grant.strike|price }}
Granted {{ g.grant.grant_date }} · {{ g.grant.vesting_months }} months, {{ g.grant.cliff_months }}-month cliff, monthly · {{ g.vested|shares }} vested as of {{ as_of }} · {{ g.grant.exercised|shares }} exercised
{% endfor %}
{% endblock %}