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Headwaters Capital Planner
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Capital Planner

Answer 8 Questions.
Discover Your Equity Value.

Complete the form below. The Headwaters AI will generate a draft Share Capital Structure for your consideration. The draft will usually be subject to further refinement.

Question 1
Applicant's details
Your name and email address. A copy of your capital plan PDF will be emailed to you automatically.
Please enter your full name.
Please enter a valid email address.
Question 2
Full name of your company or proposed entity name
Don't worry if you're not yet incorporated — a proposed name is fine at this stage.
Please enter a company or proposed entity name.
Question 3
List each founder or current stakeholder by name and their percentage (%) of ownership
Pseudonyms are acceptable. Total ownership should add up to 100%.
Name of founder / stakeholder Ownership %
Total ownership0%
⚠ Total ownership cannot exceed 100%.
Ownership percentages must total exactly 100%.
Question 4
What is the total amount of equity capital you are seeking to raise?
Equity capital is contributed in exchange for a share of ownership. Unlike debt, it's not repayable, bears no interest, and requires no security beyond the shares issued.
$
Please enter the amount of capital you are seeking to raise.
Question 5
What percentage (%) of ownership equity are you prepared to offer investors?
This is the total equity across all rounds. Typically between 20% and 40% for early-stage companies.
%
Please enter a percentage between 1 and 99.
Question 6
What is the intended market reach of your product or service?
This determines your share pricing structure.
Please select your intended market reach.
Question 7
What is your projected average annual EBIT over the next 3 years?
Year 1 EBIT + Year 2 EBIT + Year 3 EBIT = TOTAL ÷ 3
Year 1
$
Year 2
$
Year 3
$
3-yr average$0
Please enter at least one year of projected EBIT.
Question 8
Which best describes your current stage of development?
Please select your current stage of development.
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Unlimited capital plan generations
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Editable calculations & investor rounds
Investor discount & valuation tool
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Based on the answers you provided, the system has generated a draft Share Capital Structure below, for your consideration.
The draft will usually be subject to further refinement.

1. Current Owners and Founders & Ownership Percentages
Name of Owner% Currently HeldNo of Shares%
Totals:
2. Equity Capital Sought From New Investors
RoundTotal $Price Per ShareCentsCap. ValueNo of Shares%
Totals:
%
Note: The stated capitalised value is not an accurate or current valuation. It represents a potential future value, contingent on the prudent use of capital raised.
Generating your capital structure…

Investor Discounts & Valuation

Capitalised Value vs Maximum Valuation
Capitalised Value
$0
— below suggested maximum
Suggested Maximum Valuation$0
Annualised EBIT
Adjust if the projected EBIT needs a reality check.
$
Development Stage — Confidence Discount & P/E Ratio
Price / Earnings Multiple
Suggested Maximum Valuation = Adjusted EBIT × P/E Ratio
Maximum Investor Ownership
0%50%100%
30%

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