Illustrative model. Not a forecast, projection, or promise of returns. Every value here is an assumption you set — the outputs reflect your inputs, not our predictions. Securities terms are set in definitive documents with counsel.
Forge · Investor Model

Your check, your slice, your scenario.

A small tool to make the HoldCo structure legible. Drag the controls — every number you see reflects your assumptions.

Working numbers — illustrative
← Back to deck
1

What your check buys

On a post-money SAFE, your ownership ≈ your check ÷ the valuation cap. Shown before any future priced round.

SAFE valuation cap
$8.0M$4.0M – $15M
Investors (up to 3)
$750K
You'd own9.4% of the HoldCo
$500K
You'd own6.3% of the HoldCo
Cap-table preview (post-SAFE, pre-priced-round)
Founders + pool 84.4%
9.4%
6.3%
HolderCheckOwnership
Investor 1$750K9.4%
Investor 2$500K6.3%
Founders + option pool—84.4%
2

Your slice of the portfolio

You own a percentage of the HoldCo. The HoldCo owns a stake in each company. Turn companies on and set a value to see your look-through stake.

Estate (Company 01)
HoldCo owns 100.0%
Assume value
$5.0M
Bestboy
HoldCo owns 100.0%
Assume value
$2.0M
SecondWatt
HoldCo owns 100.0%
Assume value
$2.0M
Endgame (minority)
HoldCo owns 15.0%
Assume value
$3.0M
Investor 19.4% of HoldCo
$0
≈ 0.00× your $750K check
On the assumptions you set above.
Investor 26.3% of HoldCo
$0
≈ 0.00× your $500K check
On the assumptions you set above.

Your % of the HoldCo × the HoldCo's % of a company × the value you assume for that company = your share of that outcome.

3

Future fundraising (advanced)

Model a later round at the HoldCo. New money dilutes everyone — including the founders — proportionally.