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Company		Invested		Ownership	Company Valuation	My Valuation	My ROI
{{company.name}}	Profile Dashboard	{{user_currency}}{{company.invested.amount \| number : 2}}	({{company.invested.percentage \| percentage : 2}})	{{company.ownership \| percentage}}	{{user_currency}}{{company.company_valuation \| number : 2}}	{{user_currency}}{{company.my_latest_valuation \| number : 2}}	{{user_currency}}{{company.my_roi.amount \| number : 2}}	{{company.my_roi.percentage \| percentage : 2}}	Not an investor														The {{company.name}} team hasn't entered any data yet							The {{company.name}} team hasn't joined yet

My Portfolio

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Company		Invested	Ownership	Company Valuation	My Valuation	All Time Change
Duolingo	Profile Dashboard	$2,500 (1.23%)	1%	$3,000,000	$1,200,000	-$200,000	(-20%)
Buffer	Profile Dashboard	$150,000 (15%)	0.1%	$5,000,000	$1,200,000	-$200,000	(-20%)
Path	Profile Dashboard	$150,000 (15%)	5.1%	$7,000,000	$1,200,000	-$200,000	(-20%)
Just Works	Profile Dashboard	$150,000 (15%)	0.81%	$3,500,000	$1,200,000	-$200,000	(-20%)
Karma	Invite	Invite company to start working with some data			Not your company?
Intercom	Resend Invitation	Invitation was sent to Igor F 10 days ago (igor@gmail.com)

I have invested {{user_currency}}{{total_invested_amount | number : 2}} in {{total_invested_companies}} Companies.

My total valuation is {{user_currency}}{{my_total_valuation | number : 2 }}

My total ROI is {{user_currency}}{{my_total_roi | number : 2}}

Invested

My Highest Valuations

My ROI

Summary

Company Name: TranscribeMe

Company Headline: Voice to text transcription, fast

Current Price per share: $12.50

YOUR INVESTMENT BREAK DOWN

You've invested "$400,000" and own "5%" of "TranscribeMe's equity" on a fully diluted basis.
Your investment in "TranscribeMe" is worth "$1,200,000" and you are "up/down" "$800,000 on a net change basis.
The Rounds you've invested in include the "Friends and Family Round", and the "Series Seed Round"

Equity position

Total Equity Held: 7.5%

Amount of Shares held:
- Common - 2,000,000 shares (5.5%)
- Preferred - 500,000 shares (2.0%)

"TranscribeMe" has had three priced rounds and you've participated two of them.

Your total investment amount is "$150,000" of which $100,000" was invested into the Friends and Family round and "$50,000" was invested into the Series Seed round.

Rounds / Click on the round for more details

TranscribeMe raised $1,000,000 during this round and sold 15% of their companies equity.
Their pre-money valuation was "$5,000,000" and their post money valuations was "$6,000,000"

Your trade details:
Class Type: Common Shares	Class Amount Invested: $100,000
Date of Purchase: June 15th, 2015	Price Per Share Paid: $0.001
Amount of Shares Purchased: 1,000,000	Ownership held: 5.25%

Vesting Shedule: Fully Vested (also you don't have one)

The current PPS of "TranscribeMe" is "$12.50" and your valuation is:
$12.50 (PPS) X 1,000,000 Shares = $12,500,000

Giving you a net gain of $12,400,000 = $12,500,000 (current held value) minus $100,000 (amount invested).

TranscribeMe has several rounds that offered their investors preferred participating rights and the above calculations do not consider those rights as part of our formula. The final figures will be tallied up by their attorney during an eventual exit.

Vesting Shedule: Fully Vested (also you don't have one)

The current PPS of "TranscribeMe" is "$12.50" and your valuation is:
$12.50 (PPS) X 1,000,000 Shares = $12,500,000

Giving you a net gain of $12,400,000 = $12,500,000 (current held value) minus $100,000 (amount invested).

Your trade details:
Class Type: Common Shares	Class Amount Invested: $100,000
Date of Purchase: June 15th, 2015	Price Per Share Paid: $0.001

Your trade details:
Class Type: Common Shares	Class Amount Invested: $100,000
Date of Purchase: June 15th, 2015	Price Per Share Paid: $0.001
Amount of Shares Purchased: 1,000,000	Ownership held: 5.25%

Vesting Shedule: Fully Vested (also you don't have one)

The current PPS of "TranscribeMe" is "$12.50" and your valuation is:
$12.50 (PPS) X 1,000,000 Shares = $12,500,000

Round Name: Pre-Seed Bridge Round

Note Type: Standard

Notes

TranscribeMe has raised "$1,000,000" through a convertible note.

Round Name: Pre-Seed Bridge Round

Note Type: Standard

The note comes with a valuation cap of "$4,500,000" and a 20% conversion discount to future pre-money valuation (which ever is smaller).
The interest rate on this note accrues at "7%" per annum and matures on "December 21st, 2015"

The triggering event for conversion is a qualified financing of "$600,000".

ROUNDS / Click on the round for more details:

CS-10
Certificate

Stock Holders Agreement

PB-8
Certificate

Stock Holders Agreement

CS-199
Certificate

Stock Holders Agreement

CS-20
Certificate

Stock Holders Agreement

"This note has been converted to the "Series Seed round" (Message in case converted)

Your prinicple investment is $100,000
Your accrued interest is "$600" (7% Interest Rate)

Total principle and Interest is "$100,600"

The notes issue date was "December 20th, 2015"

CS-199
Certificate

Stock Holders Agreement

CS-20
Certificate

Stock Holders Agreement

The notes issue date was "December 20th, 2015"

Total principle and Interest is "$100,600"

Your prinicple investment is $100,000
Your accrued interest is "$600" (7% Interest Rate)

"This note has been converted to the "Series Seed round" (Message in case converted)

CS-10
Certificate

PB-8
Certificate

Stock Holders Agreement

CS-199
Certificate

CS-20
Certificate

Stock Holders Agreement

Your prinicple investment is $100,000
Your accrued interest is "$600" (7% Interest Rate)

Total principle and Interest is "$100,600"

The notes issue date was "December 20th, 2015"

"This note has been converted to the "Series Seed round" (Message in case converted)

Options

TranscribeMe has granted you a total of "400,000" "ISO/NSO" options on the dates below

Current total vested options available to exercise is "150,000" and the total exercise price is "$4,000"

Click on the round for more details:

January 1st, 2015
April 1st, 2015

Total Shares Granted - 200,000

Your vesting schedule was assigned a "4 years vesting and 1 year cliff" and vests on a monthly basis.

Your Vesting Start Date is / was on December 5th, 2015

The granted options come with a $0.02 exercise price per share and your total exercise price is "$8,000"

The total amount of options that have vested is "0.00" - Please refer to your vesting start date.
or
The total amount of options that have vested is "50,000" and the exercise price for your vested shares is "$2,000.00".

Total Shares Granted - 200,000

Your vesting schedule was assigned a "4 years vesting and 1 year cliff" and vests on a monthly basis.

VESTING SCHEDULE

Vesting Start Date - December 5th, 2015Fully Vested - December 5th, 2018

Vested to date: 50,000 out of 200,000

DATE	OPTIONS VESTED	AGGREGATED	EXERCISE PRICE
Dec-5-2015	50000	50000	$1000
Jan-5th-2015	4166	54166	$1093

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Summary

YOUR INVESTMENT BREAK DOWN

Equity position

Rounds / Click on the round for more details

Notes

ROUNDS / Click on the round for more details:

Options

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VESTING SCHEDULE

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