Frequently Asked Questions

No! You can start exploring Model My Exit immediately without creating an account. Simply click "Get Started" on our homepage and begin building your cap table right away.

Your work will be automatically saved once you decide to create an account. This "no barriers" approach lets you evaluate our platform without any commitment.

Most users can set up a basic cap table in 15-30 minutes. This includes:

• Creating your company profile
• Adding initial stakeholders
• Setting up founder equity
• Configuring basic share classes

More complex structures with multiple financing rounds may take 1-2 hours to fully set up.

Yes! We support importing from:

• Carta: Direct export/import process
• Excel/CSV: Upload spreadsheet files using our templates
• Other platforms: Shareworks, Capdesk, and others (contact support)

Our import wizard guides you through the process and validates your data to ensure accuracy.

Our calculations are highly accurate and based on standard financial modeling principles. We account for:

• Liquidation preferences and participation rights
• Vesting schedules and option exercise
• Multiple share classes and voting rights
• Tax implications and withholdings

Important: Our models are for planning purposes. Always consult legal and tax professionals for final decisions.

Our Startup plan is completely free and includes:

• 1 company with unlimited stakeholders
• Basic cap table management
• Simple exit scenario modeling
• Data import from Excel/CSV
• Email support

Perfect for early-stage companies getting started with cap table management!

Consider upgrading when you need:

• Growth Plan ($29/month): Multiple companies, advanced modeling, priority support
• Scale Plan ($99/month): White-label reporting, API access, dedicated success manager
• Enterprise: Custom integrations, audit trails, advanced security

Most companies start with our free plan and upgrade as they grow and need more features.

We take security extremely seriously:

• Encryption: All data encrypted in transit and at rest
• Infrastructure: Hosted on secure cloud infrastructure
• Access Control: Role-based permissions and 2FA
• Compliance: SOC 2 Type II certified
• Backups: Daily automated backups with point-in-time recovery

Your sensitive financial data is protected with enterprise-grade security.

Access is strictly controlled:

• Admin: Full access to all data and settings
• Editor: Can modify cap table data but not settings
• Viewer: Read-only access to specific information
• Stakeholder: Can only see their own equity information

You control exactly what each person can see and do within your cap table.

Model My Exit is designed for planning and modeling purposes. While our calculations are accurate, we recommend:

• Using our reports as supporting documentation
• Having lawyers review legal filings
• Consulting tax professionals for tax implications
• Validating with auditors for financial reporting

We're a powerful planning tool, but not a replacement for professional legal and tax advice.

According to our Terms of Service:

• Data Ownership: Event Foundry Inc DBA Model My Exit retains full rights to all data
• Export Options: You can export your data before canceling
• Retention Period: Data may be retained for business purposes
• Aggregated Data: We may use anonymized data for platform improvements

Please review our Terms of Service and Privacy Policy for complete details.

Absolutely! We offer multiple support channels:

• Email Support: Available to all users (response within 24 hours)
• Live Chat: Available for Growth+ plans (9am-5pm EST)
• Phone Support: Available for Scale+ plans
• Dedicated Success Manager: Enterprise plans

Contact Support

Yes! Our scenario modeling lets you:

• Create multiple "what-if" financing rounds
• Compare different valuation scenarios
• Model various exit strategies (IPO, acquisition, etc.)
• Analyze dilution impacts on all stakeholders
• Generate reports for different scenarios

Perfect for planning fundraising strategy and investor presentations!