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preangel-captable-manager / Help

Help

PACM Help

1. Install

PACM is in google chrome store.

  1. Visit PACM in Web Store of Add-ons - https://chrome.google.com/webstore/detail/preangel-captable-manager/pheefaclnecanafhidcjkjmmofdphike
  2. Install

2. Create new Captable

  1. Open google spreadsheet at http://www.google.com/sheets/about/
  2. Create a new spreadsheet on google
  3. In menu "Add-ons", Find "PreAngel Captable Manager", click "Create new captablization table"
  4. Follow the wizard
  5. done

3. Create Summary Sheet

4. How to use PF() function

PF() is the most important part of PACM. It's purpose is:

  1. easy to put any portfolio captable information into spreadsheet cell. i.e.:
  2. =PF("Cool Startup", "value", 1) means: get 2nd round valuation from portfolio "Cool Startup"
  3. =PF("Cool Startup", "percent",-1) means: get last round percentage of my own from portfolio "Cool Startup"
  4. keep cell data up to date when portfolio captable got updates
  5. more...

For details, please goto PF Documentation.

PACM is available in the chrome web store
Home - Tutorial - FAQ - Help - PF Documentation - TroubleShooting

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