Getting Started with Model My Exit
Tutorial Progress
1 Account Setup & Profile
Let's start by setting up your account and company profile.
What you'll accomplish:
- Create your Model My Exit account
- Set up your company profile
- Configure basic company information
- Understand the dashboard layout
Getting Started:
- Sign up: Click "Get Started" on the homepage - no credit card required!
- Company Info: Enter your company name, incorporation date, and jurisdiction
- Profile Setup: Add your role (Founder, CFO, etc.) and contact information
- Dashboard Tour: Take a moment to explore the main navigation
Pro Tip:
You can start exploring immediately with no login required. Your work will be saved automatically once you create an account.
2 Create Your Company
Now let's create your company and set up the basic structure.
Company Creation Process:
- Navigate to Companies: Click "Companies" in the main navigation
- Add New Company: Click the "Add Company" button
- Fill in Details:
- Company name and legal name
- Incorporation date and state
- Business description
- Initial authorized shares
- Save & Continue: Your company is now created!
Important
Make sure to enter accurate incorporation details as these affect legal calculations and reporting.
Common Initial Settings:
- Authorized Shares: 10,000,000
- Par Value: $0.001
- Share Classes: Common Stock
- Fiscal Year: Calendar Year
- Currency: USD
- State: Delaware (most common)
3 Add Stakeholders
Add founders, employees, and investors to your cap table.
Types of Stakeholders:
Required Information:
- Full name and email
- Stakeholder type and role
- Contact information
- Tax ID (for investors)
- Address (for legal docs)
Privacy Note
All stakeholder data is encrypted and securely stored. Only authorized users can access this information.
Adding Your First Stakeholder:
- Go to the "Stakeholders" section
- Click "Add Stakeholder"
- Fill in the stakeholder details
- Assign their role and permissions
- Save and send invitation (optional)
4 Build Your Cap Table
Create your initial cap table with founder shares and equity allocations.
Typical Founding Structure:
| Stakeholder | Share Type | Shares | Ownership % |
|---|---|---|---|
| Founder 1 | Common Stock | 4,000,000 | 40.0% |
| Founder 2 | Common Stock | 3,000,000 | 30.0% |
| Employee Pool | Option Pool | 2,000,000 | 20.0% |
| Reserved | Unissued | 1,000,000 | 10.0% |
Setting Up Equity:
- Navigate to your company's cap table
- Click "Add Equity Grant"
- Select the stakeholder
- Choose equity type (Common, Preferred, Options)
- Enter number of shares and grant date
- Add vesting schedule if applicable
Vesting Schedules
Common vesting: 4-year schedule with 1-year cliff. This means 25% vests after year 1, then monthly thereafter.
5 Import Existing Data (Optional)
Already have cap table data? Import it from Carta, Excel, or other platforms.
Carta Import
Direct import from your Carta account
Excel/CSV
Upload spreadsheet files
Other Platforms
Shareworks, Capdesk, etc.
Before Importing
- Ensure your data is clean and up-to-date
- Back up your original files
- Review our import templates for formatting requirements
- Contact support if you need assistance with large imports
Import Process:
- Prepare Data: Clean and format your existing cap table data
- Upload File: Use our secure upload tool
- Map Fields: Match your data columns to our system fields
- Review & Validate: Check imported data for accuracy
- Finalize Import: Complete the import process
6 Next Steps & Resources
Congratulations!
You've successfully set up your Model My Exit account and cap table.
What's Next?
Pro Tips for Success
- Keep your cap table updated regularly
- Set up automated stakeholder reports
- Review equity grants quarterly
- Plan financing rounds in advance
- Use scenario modeling for decisions