An open resource for founders, investors & operatorsPRIVATE MARKETS, EXPLAINED.
THE OAKSHORE ACADEMY LIBRARY

Clarity, by calculation.

Practical tools for the financial decisions behind a company.
Explore the mathematics. Model your next move.

All calculators

86 tools

Search by concept, metric or abbreviation, or follow a connected analysis.

01

Startup dilution

Estimate how a new funding round changes founder and shareholder ownership.

Cash & fundraising
02

Funding round

Translate a target raise and investor stake into an implied valuation.

Cash & fundraising
03

Cash runway

Estimate how long your cash lasts at the current net burn rate.

Cash & fundraising
04

How much should I raise?

Build a funding requirement around runway, one-off costs and a cash reserve.

Cash & fundraising
05

Post-money valuation

Connect the pre-money valuation, new capital and investor ownership.

Cash & fundraising
06

Founder ownership

Follow your ownership through two successive financing rounds.

Ownership & cap table
07

Option pool dilution

Estimate dilution from creating a new employee option pool.

Ownership & cap table
08

SAFE conversion

Compare a valuation cap and discount in a simplified pre-money SAFE.

SAFEs & convertibles
09

Post-money SAFE dilution

Estimate a cap-based SAFE stake before and after a new priced round.

SAFEs & convertibles
10

Convertible note

Calculate accrued simple interest and shares issued on conversion.

SAFEs & convertibles
11

Exit return

Translate an exit equity value and ownership stake into gross proceeds.

Investor & fund returns
12

Investment multiple · MOIC

Measure total value relative to invested capital.

Investor & fund returns
13

Annualized return · IRR

Estimate an annual return for one investment and one terminal payment.

Investor & fund returns
14

Ownership target

Estimate the check size needed for a target post-round stake.

Investor & fund returns
15

Customer acquisition cost

Calculate acquisition spend per new customer.

Unit economics
16

Customer lifetime value

Estimate gross-profit lifetime value from revenue, margin and churn.

Unit economics
17

LTV:CAC ratio

Compare estimated customer gross profit with acquisition cost.

Unit economics
18

MRR & ARR

Translate your customer base and average subscription price into recurring revenue.

SaaS & recurring revenue
19

Compound growth rate

Calculate total and compound growth between two values.

Growth & retention
20

Break-even

Estimate the monthly sales volume needed to cover your cost base.

Unit economics
21

Gross & Net Burn

Separate operating cash paid from net cash consumed after collections.

Cash & fundraising
22

Runway Extension

Compare the cash-out timeline before and after a recurring cost reduction.

Cash & fundraising
23

Fundraising Buffer

Estimate how long you can wait before starting a financing process.

Cash & fundraising
24

Monthly Cash Forecast

Project monthly collections and payments, including changing burn and a cash reserve.

Cash & fundraising
25

Fully Loaded Employee Cost

Budget salary, employer charges, benefits and hiring costs for a role.

Hiring & operating capacity
26

Hiring Runway Impact

Estimate the cash runway effect of a group of hires starting after a delay.

Hiring & operating capacity
27

Sales Capacity & Ramp

Model first-year bookings from headcount, quota, attainment and ramp time.

Sales & GTM
28

ARPA & Revenue per Customer

Match recurring revenue with the active accounts that generate it.

SaaS & recurring revenue
29

Annual Contract Value

Normalize recurring contract value to one year while separating one-time fees.

SaaS & recurring revenue
30

MRR Movement Bridge

Reconcile opening MRR with new business, expansion, contraction and churn.

SaaS & recurring revenue
31

Net & Gross Revenue Retention

Measure recurring revenue retained from the same starting customer cohort.

SaaS & recurring revenue
32

SaaS Quick Ratio

Compare recurring-revenue additions with contraction and churn.

SaaS & recurring revenue
33

SaaS Magic Number

Relate annualized quarterly revenue growth to the prior quarter’s sales expense.

SaaS & recurring revenue
34

Rule of 40

Combine annual revenue growth with an explicitly chosen EBITDA margin.

SaaS & recurring revenue
35

Burn Multiple

Compare net cash consumed with the ARR added over the same period.

SaaS & recurring revenue
36

CAC Payback

Estimate the months of customer gross profit needed to recover acquisition cost.

Unit economics
37

Gross Margin

Measure revenue left after the direct costs of delivering the product.

Unit economics
38

Contribution Margin

Measure what each sale contributes toward fixed costs.

Unit economics
39

Average Order Value

Calculate net revenue per completed order and translate volume into revenue.

Unit economics
40

Bottom-Up TAM, SAM & SOM

Build annual market opportunity from explicit customer counts and annual contract value.

Market sizing
41

Top-Down Market Cross-Check

Narrow a sourced annual market estimate with explicit scope adjustments.

Market sizing
42

Market Penetration & Share

Compare your customer count and annual revenue with a consistently defined market.

Market sizing
43

Sales-Led Obtainable Market

Bound a reachable customer plan by sales capacity and the available market.

Market sizing
44

MoM & YoY Growth

Measure the change between comparable periods without annualizing it.

Growth & retention
45

Compound Growth Projection

Project a quantity under a constant per-period growth assumption.

Growth & retention
46

Customer Retention & Logo Churn

Separate retention of opening customers from newly acquired customers.

Growth & retention
47

Doubling Time

Translate a positive compound growth rate into time to double.

Growth & retention
48

Fully Diluted Ownership

Reconcile common, preferred, options and warrants into an explicit share denominator.

Ownership & cap table
49

Pre-Money Option Pool Top-Up

Model a pre-money reserve increase targeted at a post-financing pool percentage.

Ownership & cap table
50

Pro-Rata Follow-On Investment

Calculate the investment needed to preserve a stake in a primary financing.

Ownership & cap table
51

Secondary Share Sale

Separate shareholder liquidity from primary capital and remaining ownership.

Ownership & cap table
52

Employee Option Value

Estimate vested-option intrinsic value after an exercise cost.

Ownership & cap table
53

Post-Money SAFE Stack

Aggregate up to three cap-governing post-money SAFEs and a later round dilution.

SAFEs & convertibles
54

Capped Convertible Note Conversion

Compare cap and discount prices for a note whose principal and simple interest both convert.

SAFEs & convertibles
55

Revenue & ARR Multiple Valuation

Apply a user-supplied enterprise-value multiple to a consistently defined annual revenue metric.

Valuation methods
56

EBITDA Multiple Valuation

Apply an enterprise-value multiple to positive, consistently adjusted EBITDA.

Valuation methods
57

Five-Year Discounted Cash Flow

Discount explicit operating free cash flows and a perpetual-growth terminal value.

Valuation methods
58

Venture Capital Valuation Method

Work backward from an exit equity scenario, target return and future dilution.

Valuation methods
59

Enterprise to Equity Value

Bridge operating enterprise value to the residual equity pool after debt, cash and costs.

Exit economics
60

Acquisition Premium

Compare an offer with a reference equity value on the same basis.

Exit economics
61

Single-Class Liquidation Preference

Compare non-participating and uncapped participating preferred for one share class.

Exit economics
62

Capped Linear Earn-Out

Calculate a specified earn-out above a performance hurdle, subject to a payout cap.

Exit economics
63

Required Exit Value

Find the exit equity value needed to deliver a target investment multiple.

Investor & fund returns
64

Portfolio Outcomes & Fund Contribution

Model a three-bucket portfolio and show how concentrated winners drive gross returns.

Investor & fund returns
65

DPI, RVPI & TVPI

Separate distributed capital from the remaining marked value of a fund interest.

Investor & fund returns
66

Fund Reserve Allocation

Allocate an investable fund budget between initial checks and follow-on reserves.

Investor & fund returns
67

Annual Cash-Flow IRR

Calculate annual IRR for one initial investment followed by up to five annual receipts.

Investor & fund returns
68

Loan Amortization & Financing Cost

Compare amortizing, interest-only and bullet structures with explicit fees and a maturity schedule.

Debt & financing
69

Venture Debt Cost & Runway

Track debt service, liquidity and separate warrant dilution through a defined maturity.

Debt & financing
70

Debt Service & Interest Coverage

Compare EBITDA debt-service coverage with EBIT interest coverage on one consistent period.

Debt & financing
71

Payment-Based Debt Capacity

Translate an explicitly affordable periodic payment into an amortizing principal amount.

Debt & financing
72

Cash Conversion Cycle · DSO, DIO & DPO

Connect receivables, inventory and supplier payment timing on explicit period denominators.

Working capital
73

Net Operating Working Capital

Reconcile non-cash operating current assets with non-debt operating current liabilities.

Working capital
74

Growth & Collection-Term Cash Impact

Separate cash tied up by revenue growth from cash released by changing collection, inventory and supplier terms.

Working capital
75

Sales Velocity

Connect qualified opportunities, deal value and cycle length to a bookings pace.

Sales & GTM
76

Sales Pipeline & Coverage

Compare qualified pipeline with a bookings target and the capacity required per rep.

Sales & GTM
77

Sales Funnel & Required Leads

Follow three conditional conversions forward, or work backward from a win target.

Sales & GTM
78

Target Margin & Break-Even Price

Solve a gross-margin price target and the price needed to cover a planned cost base.

Unit economics
79

Discount Impact & Volume Recovery

See what a price reduction costs and the volume needed to preserve contribution.

Unit economics
80

WACC & Cost of Equity

Weight user-supplied financing costs, with a transparent optional CAPM equity assumption.

Valuation methods
81

Supplier Discount & Financing Cost

Compare the cash saved by early payment with the financing cost of paying sooner.

Working capital
82

Fund Management Fee Schedule

Build an annual fee budget with an explicit post-investment rate and capital basis.

Investor & fund returns
83

Fund Gross-to-Net Returns & Carry

Reconcile investment proceeds, fees and a bounded terminal carry waterfall to LP returns.

Investor & fund returns
84

Fund Deployment & Pacing

Translate commitments, a cost budget and reserves into whole initial checks and an annual pace.

Investor & fund returns
85

Anti-Dilution Conversion Adjustment

Compare three down-round protection conventions with explicit capitalization bases and exclusions.

Ownership & cap table
86

Warrant Coverage & Exercise Dilution

Separate coverage amount, cash exercise dilution and intrinsic value at an explicit common-share scenario.

Ownership & cap table
86 tools across 14 disciplines. Every model includes its assumptions.
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