Ownership & Cap Structure Analysis

Ownership model for tracking shareholders, instruments, dilution scenarios, and post-transaction control.

What this template is for

Map a target ownership and capital structure so deal teams can assess dilution, control, and value impact.

Template Details

Category
Financial Model
Best for
Active deal
Format
CSV
Last updated
March 5, 2026
Maintained by
AIMPACT Team

Includes

  • - Shareholder ownership table
  • - Instrument type field
  • - Post-transaction dilution view

How to use it

  1. 1.Load disclosed shareholder and instrument data into the base table.
  2. 2.Create a separate scenario copy for each transaction structure.
  3. 3.Review dilution and control impact before committee discussion.
  4. 4.Update as new disclosures, grants, or instruments are reported.

Latest Update

March 5, 2026: Added separate fields for convertible instruments and options.

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