What's included & fit
What you get, what's free, and when another tool fits better
RaisePlan is a $29 one-time download for planning cash runway, investor follow-ups and priced-round dilution. It is not a cap-table record, an investor database or a full financial model. Here is exactly what is in it, what you can use free first, and when a different kind of tool is the better choice.
Free first, no sign-up
| Free tool | What it does |
|---|---|
| Priced-round demo | One editable priced round: founder, new-investor and option-pool ownership with a pre-money pool top-up. Nothing you type is saved. |
| Next Round Planner | Post-money SAFE, pre-money SAFE and convertible-note conversion into a priced round, plus option-pool and runway maths and a milestone check from a published metrics sheet. Data stays in your browser. |
| Founder guides | US-focused articles with source citations on equity grants, option pools, stacked SAFEs and priced-round dilution. |
| Readiness checklist | A printable checklist for equity grants, SAFE stacking and priced-round prep. Email is optional for the PDF. |
The $29 bundle, file by file
| File | What it does | You need |
|---|---|---|
| RaisePlan Workbook v0.3 .xlsx, five sheets: Start, Runway, Pipeline, Readiness, Dashboard | 18 months of runway in Base, Lean and Delayed-close scenarios and the first zero-cash month for each. A hypothetical raise counts only in the month you choose; pipeline amounts never enter cash. Up to 50 investor rows with follow-up flags, plus a readiness checklist (completion only, not a funding likelihood). | A desktop spreadsheet app that recalculates formulas. Edit the amber input cells; formulas are locked without a password. In Google Sheets, the protection and tab links don't carry over as they are. |
| CapTable Lab v0.1 one HTML file | Founders → Financing → Hiring → Compare, across two scenarios. Optional priced Seed, Series A and Series B rounds with a pre-round pool top-up or post-round refresh. Up to 5 founders and 30 staffing rows. Save and reopen JSON; export an ownership CSV. | A current desktop browser. It runs offline in the tab, with no account, upload or autosave. |
| Premium guide PDF and HTML | When is it reasonable for a founder to take money off the table? Read the preview. | Any PDF reader or browser. |
| Quick start | Setup steps for both tools, the licence and how to get support. | — |
Delivered by Payhip as a ZIP download after payment through PayPal's checkout. All sample data is synthetic. Licence and refund terms: Purchase, licence and refunds.
Which tool fits the job?
| If you need to… | RaisePlan | Usually a better fit |
|---|---|---|
| See when cash runs out in three scenarios and keep investor follow-ups in one file | Yes: workbook | — |
| Compare two hypothetical priced-round paths, including hires and pool top-ups | Yes: CapTable Lab | — |
| Convert SAFEs or convertible notes into a priced round | Free planner | The paid CapTable Lab doesn't model them. For several conversions across rounds plus an exit view, a full cap-table model. |
| Keep the official cap table, issue securities, e-sign, run 409A valuations or administer options | No | An equity-management platform, with your counsel |
| Find investors, send outreach, share a deck with analytics or send investor updates | No | A fundraising platform or investor CRM |
| Work out who gets what at exit (liquidation preferences, participation) | No | An exit-waterfall calculator or model |
| Build a three-statement model with revenue drivers for SaaS, marketplace or app | No | A sector-specific financial model template |
| Rebuild every formula yourself, or work natively in Google Sheets | Partly | An open-formula spreadsheet template |
What the bundle is built around
- One price, once. $29 USD plus any sales tax or VAT; no subscription, seats or stakeholder counts.
- Try before you pay. The demo and the planner run in your browser without an account.
- Your files, on your computer. CapTable Lab is a file you open locally; nothing you type is uploaded.
- Conservative rules. Interest and signatures are never counted as cash, and readiness is checklist completion, not a likelihood of funding.
- Limits stated up front. What each tool does not model is listed here, on the product pages and in the quick start.
Categories above describe kinds of tools, not specific products. Planning and learning aids only: not financial, investment, legal or tax advice, and no funding outcome is predicted or promised. Page checked November 13, 2026.