Scenarios in Octelligence are pro-forma models. Take your current cap table, layer a priced round on top, and see what the post-money picture looks like — for your founders, for incoming investors, and for any SAFE holders converting in. Scenarios don't change the real cap table; they let you make pricing and pool decisions before you commit.
What a scenario models
Each scenario starts from the live cap table and adds:
- A new round at a price you set, raising the amount you specify, into a share class you select
- Any outstanding SAFEs are converted at this price using their cap and discount terms
- Existing options and warrants are carried forward into fully-diluted ownership
The output shows the resulting cap table with ownership percentages on an as-converted, fully-diluted basis. Founder dilution is highlighted; new-investor ownership is shown explicitly.
Plan limits. Scenarios are available from Starter onward. Saved scenarios are capped at 1 on Starter, 10 on Growth, and unlimited on Scale and Portfolio Licensing. Public share links for scenarios are a Growth-plan feature.
Step-by-step
Open Scenarios
From the corporation's workspace, open Cap Table › Scenarios. The page lists every saved scenario for this corporation with name, parent (if chained), and last-edited timestamp. Click New scenario to start.
Model a priced round
Enter:
- Share class — the class new investors are buying. Use an existing preferred class or create a new one in share classes first.
- Price per share — the per-share price for the new round.
- Amount raised — the total cash committed. Octelligence computes the number of new shares issued from price and amount.
- Name — a label you'll recognize later (e.g., "Series Seed — $5M @ $1.20").
- Description (optional) — assumptions or notes for the next reader.
Click Calculate. The post-round cap table appears with totals by class, ownership percentages, and explicit lines for SAFE conversion at this price.
Save the scenario
If you want to keep this model, click Save scenario. Saved scenarios persist between sessions and show up in the scenarios list. Unsaved scenarios are forgotten when you close the tab — useful for quick what-ifs that aren't worth keeping.
Chain a follow-on round
To model a Series Seed followed by a Series A, open the saved Seed scenario and click New scenario from this. The Series A model starts from the Seed post-money state instead of the current cap table. Chain as many rounds as you need; Octelligence prevents accidental cycles (a scenario cannot chain back to itself or its ancestors).
Compare scenarios side-by-side
From the scenarios list, select two saved scenarios and click Compare. Octelligence shows founder ownership, new-investor ownership, and fully-diluted totals next to each other so the tradeoff between, for example, "higher price, smaller round" and "lower price, larger round" is obvious at a glance.
Share a read-only public link (Growth and above)
Open a saved scenario and click Share › Enable public link. Octelligence generates a long random token and gives you a link of the form /share/scenario/{token}. Anyone with the link can view the scenario read-only; no Octelligence account is required.
Every view is logged with IP, user agent, and referrer so you can see who opened the link. To shut down access, click Revoke link — the token rotates and the old URL is permanently dead. You can re-enable a new link later if needed.
Export to PDF
Click Export PDF on a saved scenario to produce a branded PDF for the closing binder or board package. Like the cap table snapshot PDF, the scenario PDF carries your corporation's header on every plan and your firm's logo on Scale and Portfolio Licensing.
Scenarios vs. snapshots
These two features answer different questions:
- Scenarios model the future — "what if we close a $5M round at $1.20?" They're hypothetical until you actually close the round and record the issuances against the live cap table.
- Snapshots record the past — "this is exactly what the cap table looked like on the closing date." See Cap table snapshots.
Most financings use both: scenarios during the negotiation, snapshots immediately after close.
Common gotchas
Saving every quick model. Saved scenarios are capped per plan and they clutter the list quickly. Save the two or three you're seriously considering; throw the rest away. Compare and PDF export both work on unsaved scenarios too.
Sharing a public link without thinking about who's on the other end. The link is unauthenticated. Anyone the recipient forwards it to can see the model. Treat it as you would a Google Drive "anyone with the link" share, and revoke when the conversation closes.
Modeling option pool top-up incorrectly. If the term sheet says "post-money option pool of 10%," include the top-up as part of the scenario inputs — not as a separate adjustment after. Whether the pool comes from the founders or the incoming investors changes founder dilution materially.
Forgetting that SAFEs convert at the new price. Scenarios automatically convert outstanding SAFEs using their cap and discount terms. If you've made a hand calculation that assumes SAFEs stay on the books, the numbers will disagree — Octelligence is right. See Convert SAFEs at a priced round.